This material is provided for information purposes only. Although it has been compiled from sources believed to be reliable, we cannot guarantee its accuracy or completeness. This material is not intended to provide, and should not be construed as providing, individual financial, investment, tax, legal or accounting advice, nor is it to be construed as an offer to sell or as a solicitation to buy any securities. Commissions, trailing commissions, management fees and expenses, may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. All opinions expressed and data provided herein are subject to change without notice. Please consult your professional advisor(s) prior to acting on the basis of any of the information herein.
Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. (“CI”). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc. If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents.
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Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declinesServices and products may be provided by an Assante Advisor or through affiliated or non-affiliated third parties.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.