No matter where members are in their financial journey: whether just starting out, increasing wealth, or approaching retirement, the AOMBT offers a range of investment solutions to support your investment planning needs While managing your assets is your responsibility, we have the tools and resources to help you make important financial decisions.
In collaboration with our Investment Advisor and in partnership with our fund manager, the AOMBT strives to provide members with investment solutions that:
- Are well diversified and are responsive to plan members’ needs including those related to ESG factors
- Have an appropriate level of risk to support plan members in reaching long-term investment goals
- Are rigorously and routinely reviewed
- Offer low fees and optimal returns based on market conditions
Additionally, we do our utmost to align with CAPSA guidelines, offering our members education and information opportunities to enhance their knowledge, skills and confidence to make responsible financial decisions.
Plan members who participate in the group investment plan should be aware of their obligations. We strongly encourage you to attend webinars and information sessions that are offered by both the Trust and Desjardins. Please see the Plan Member Responsibility Notice for more information.