| 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 |