| Fund Name | Category Name |
| ATB Spire Balanced Port A | Global Neutral Balanced |
| ATB Spire Conservative Balanced Port F1 | Canadian Fixed Income Balanced |
| ATB Spire Growth Port A | Global Equity Balanced |
| BMO AM Managed Reserve Income I | Global Fixed Income Balanced |
| CAN Global Listed Private Equity | Financial Services Equity |
| CAN Fidelity Tactical Asset Allocation Income | Global Fixed Income Balanced |
| iShares A.I. Innovation and Tech ETF | Global Equity |
| Fiera ASFI - Core Plus Canadian Bond Universe Fund | Canadian Fixed Income |
| Next Edge CIA Disciplined Growth Portfolio | North American Equity |
| Capstone Biblically Informed Bond Fund | Canadian Fixed Income |
| Mackenzie Modus Emerging Markets Equity ETF | Emerging Markets Equity |
| Cidel Asset Fundamental US Large Company Fund | U.S. Equity |
| Cidel Balanced Fund | Canadian Neutral Balanced |
| Cidel Canadian Fixed Income Fund | Canadian Fixed Income |
| Cidel Canadian Impact Bond Fund | Canadian Fixed Income |
| Cidel Canadian Total Return Equity | Canadian Equity |
| CIDEL Cdn Corp Fixed Income Fund | Canadian Corporate Fixed Income |
| Cidel Concentrated Energy Transition Fund | Miscellaneous - Other |
| Cidel Equity Income Fund | Global Equity |
| Cidel Global Equity Fund | Global Equity |
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