Advisor's Advantage Trust












Product Overview

Advisor's Advantage Trust (AAT) offers a range of GIC products to meet the needs of your clients. AAT can provide investors with a complete range of short and long term guaranteed investments - available in non-registered, retirement savings, retirement income, and U.S. dollar versions.

Guaranteed investments provide peace of mind when investors are looking for capital preservation, income and security, and should be a part of every balanced investment portfolio.





GIC

Product's Name          Description      Term      Minimum Deposit
AAT Canadian Large Cap ETF Linked GIC 
This medium-term investment offers 100% principal protection and the potential to generate equity-linked returns based on the performance of BMO Dow Jones Canada Titans 60 Index ETF.  
   
 
AAT U.S. Large Cap ETF Linked GIC 
This medium-term investment offers 100% principal protection and the potential to generate equity-linked returns based on the performance of BMO Dow Jones Industrial Average Hedged to CAD Index ETF. 
   
 
AAT Dividend Fund Linked GIC 
This medium-term investment offers 100% principal protection and the potential to generate fund-linked returns based on the performance of BMO Guardian Dividend Growth Fund. 
   
 
AAT Return Generating GIC 
It offers a minimum guaranteed rate with the potential for significantly enhanced returns, depending on the performance of a diversified portfolio of recommended blue chip companies.  
   
 
AAT Return Generating GIC, Class F 
It offers a minimum guaranteed rate with the potential for significantly enhanced returns, depending on the performance of a diversified portfolio of recommended blue chip companies.  
   
 
Cashable GIC  Offers the flexibility to redeem with interest paid to date if redeemed after the cashability period chosen.  1 year  $5,000 
 
Escalating Rate GIC
(Non-Redeemable)
 
Boost the long-term growth of your investment with competitive interest rates that are guaranteed to increase each year.  3 and 5 years  $1,000 
 
Escalating Rate GIC
(Redeemable each anniversary)
 
Enjoy escalating interest rates while clients have the flexibility to access their money on each anniversary date. Interest rate increases on each anniversary date.  3 and 5 years  $1,000 
 
Guaranteed Investment Certificate (GIC)
(ANNUAL)
 
A guaranteed rate of interest with high security will bring peace of mind.  1 - 10 years  $1,000 
 
Guaranteed Investment Certificate (GIC)
(MONTHLY)
 
A guaranteed rate of interest with high security will bring peace of mind.  1 - 10 years  $1,000 
 
Guaranteed Investment Certificate (GIC)
(SEMI ANNUAL)
 
A guaranteed rate of interest with high security will bring peace of mind.  1 - 10 years  $1,000 
 
Short-Term GIC  An ideal investment to meet your clients short-term goals.  30 - 364 days  $5,000 
 



RRSP

Product's Name          Description      Term      Minimum Deposit
AAT Canadian Large Cap ETF Linked GIC 
This medium-term investment offers 100% principal protection and the potential to generate equity-linked returns based on the performance of BMO Dow Jones Canada Titans 60 Index ETF. 
   
 
AAT U.S. Large Cap ETF Linked GIC 
This medium-term investment offers 100% principal protection and the potential to generate equity-linked returns based on the performance of BMO Dow Jones Industrial Average Hedged to CAD Index ETF. 
   
 
AAT Dividend Fund Linked GIC 
This medium-term investment offers 100% principal protection and the potential to generate fund-linked returns based on the performance of BMO Guardian Dividend Growth Fund. 
   
 
AAT Return Generating GIC  It offers a minimum guaranteed rate with the potential for significantly enhanced returns, depending on the performance of a diversified portfolio of recommended blue chip companies.     
 
Cashable GIC (RSP)  Offers the flexibility to redeem with interest paid to date after the cashability period chosen.  1 year  $5,000 
 
Escalating Rate GIC (RSP)
(Non-Redeemable)
 
Boost the long-term growth of your investment with competitive interest rates that are guaranteed to increase each year.  3 and 5 years  $1,000 
 
Escalating Rate GIC (RSP)
(Redeemable each anniversary)
 
Enjoy escalating interest rates while clients have the flexibility to access their money on each anniversary date. Interest rate increases on each anniversary date.  3 and 5 years  $1,000 
 
Guaranteed Investment Certificate (GIC-RSP)  A guaranteed rate of interest with high security will bring peace of mind.  1 - 10 years  $1,000 
 
Savings Account (RSP)  Clients get complete flexibility and security.  Not Applicable  $50 
 
Short-Term GIC (RSP)  An ideal investment to meet your clients short-term goals.  30 - 364 days  $5,000 
 
AAT Return Generating GIC, Class F 
It offers a minimum guaranteed rate with the potential for significantly enhanced returns, depending on the performance of a diversified portfolio of recommended blue chip companies.  
   
 



RRIF

Product's Name          Description      Term      Minimum Deposit
Guaranteed Investment Certificate (GIC-RRIF)  A guaranteed rate of interest with high security will bring peace of mind.     
 



$US

Product's Name          Description      Term      Minimum Deposit
U.S. Dollar Guaranteed Investments  A guaranteed rate of interest for U.S. Dollar investments with high security will bring peace of mind.     
 

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