Rest assured that the management of your RESP is entrusted to reputable partners, recognized leaders in their areas of expertise. In addition to their professional experience, these firms also share our long-term vision and prudent risk management approach. This allows us to preserve your investment and ensure its optimal long-term growth.
The Kaleido Foundation is responsible for promoting scholarship plans. It oversees the execution of its mission and vision and all related activities and operations.
Kaleido Growth Inc. is the wholly-owned subsidiary and distributor of the Kaleido Foundation. Its mandate is to:
Trust Eterna Inc. acts as trustee for the plans promoted by Kaleido. Its role is to ensure the custody and conservation of the assets entrusted to it (the plans) in the best interest of the subscribers. In addition, the trustee is there in case of emergency, to temporarily take over if Kaleido is ever unable to fulfill its duties.
The custodian is RBC Investor Services. Its mandate is to:
Kaleido Growth Inc. is responsible for assigning seasoned portfolio managers and ensuring they comply with investment policies.
The main investment objectives for the plans are to:
The management mandates are divided among five portfolio managers based on their respective areas of expertise. This team of advisors includes: