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Corporate Governance and Regulatory Documents

A commitment to best practices in corporate governance

Our senior management and Board have placed corporate governance at the top of their priority list. We believe that adhering to ‘best practices’ in the area of corporate governance will insure that client and shareholder interests are both protected and enhanced.

Ownership Structure

Educators Financial Group Inc. (Educators Financial Group) is a 100% wholly owned subsidiary of the Ontario Secondary School Teachers’ Federation (OSSTF/FEESO).

There are up-to-date Corporate By-laws in place, which, along with a unanimous shareholder agreement, govern the activities of the Board and the Officers of Educators Financial Group.

Proxy Voting Records

Please select a fund from the list to view the PDF. Proxy voting records as of June 30, 2020.

Board of Directors

Educators Financial Group Board of Directors continues its commitment to meet the best practices of corporate governance:

  • many years of experience in the financial services industry
  • Board members have expertise from inside and outside the education community, and as a result, bring a variety of experiences to strengthen the board
  • Six directors have earned accreditation as corporate directors: All six have the Chartered Director (C. Dir) designation from the Directors College
  • In accordance with best practice, the Board has revised its governance model and improved the committee structure

The Board of Directors holds regular committee and board meetings throughout the year in order to perform their duties and meet their responsibilities.

Regulatory Documents


Educators Monitored Conservative Portfolio Class A
Educators Monitored Conservative Portfolio Class E
Educators Monitored Balanced Portfolio Class A
Educators Monitored Balanced Portfolio Class E
Educators Monitored Growth Portfolio Class A
Educators Monitored Growth Portfolio Class E
Educators Monitored Aggressive Portfolio Class A
Educators Monitored Aggressive Portfolio Class E
Educators Money Market Fund Class A
Educators Mortgage and Income Fund Class A
Educators U.S. Equity Fund Class A
Educators Growth Fund Class A
Educators Balanced Fund Class A
Educators Balanced Fund Class E
Educators Dividend Fund Class A
Educators Bond Fund Class A
Educators Monthly Income Fund Class A
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