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.

Assante Capital Management Ltd. and/or Assante Financial Management Ltd and/or their related entities, affiliates and subsidiaries (individually or collectively “Assante”) and their products and services are available only in those Canadian jurisdictions where they may be legally offered and by their representatives licensed therein.

Assante, its affiliates and their respective officers, directors, employees, agents and representatives will not be responsible in any manner for direct, indirect, special or consequential damages or losses whatsoever arising out of the use of this website, its contents or any web browser. Assante will not be responsible for any damages you may suffer if you transmit sensitive information to us, or if we communicate such information to you over the Internet, at your request. Links to other websites are for convenience only, and are independent from Assante and therefore Assante has not control over the content of a linked website. No liability is assumed for any inaccuracies in such information or for the content of any linked websites. No endorsement or approval of any other products, services or information is expressed or implied by any information, material or content referred to or included on, or linked from or to this website. No liability is assumed for incompatibility, non-suitability, viruses or other destructive/disruptive components on or from such websites.

Certain names, words, phrases, graphics or designs in this website may constitute trade names, registered or unregistered trade-marks or service marks (“Trademarks”) of United Financial, a division of CI Private Counsel LP., or its affiliates or of third parties. The Assante symbol and Assante Wealth Management are trademarks of United Financial used under license. The display of Trademarks in this website does not imply any licenses have been granted to any third party. Users of this website shall be entitled to copy any information for their own personal use but may not otherwise reproduce any information, in whole or in part, in any manner whatsoever, including electronic reproduction, without the prior written consent of Assante.

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.

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