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May 1st, 2024
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Important Legal Information


LEGAL DISCLAIMER!



The Assante symbol and Assante Wealth Management are trademarks of CI Investments Inc., used under license.

All names, logos and designs are registered or unregistered trademarks and may not be reproduced or used in any way without written permission from the applicable owner.

CFP Flame logo™ Certified Financial Planner™ and CFP™ are certification marks awarded by the Financial Planners Standards Council under a license agreement with the CFP Board of Standards Inc.
Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada.

This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see a professional advisor for individual financial advice based on your personal circumstances.

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. Please read the Fund Facts and consult your Assante Advisor before investing.
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.

Please visit https://www.assante.com/legal or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.
By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that may be of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time.

Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit https://www.assante.com/privacy.

Insurance products and services are provided through Assante Estate and Insurance Services Inc.

Services and products may be provided by an Assante Advisor or through affiliated or non-affiliated third parties.


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