This material is provided for information purposes only and is not to be construed as an offer to sell or a solicitation to buy any securities included in Canada, and the U.S.A., its territories or possessions. Although this material has been compiled from sources believed to be reliable, we cannot guarantee its accuracy or completeness. All opinions expressed and data provided herein are subject to change without notice.
Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. The indicated rates of return are the historical annual compounded total returns including changes in unit/share value and reinvestment of all distributions/dividends. They do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus and seek individual financial advice before investing.
This material is not intended to provide, and should not be construed as providing individual financial, investment, tax, legal or accounting advice. You should consult your professional advisor(s) prior to acting on the basis of the information herein.
Cheryl Butler is a Branch Manager and Financial Advisor with Assante Financial Management Ltd. Leigh Hogg, and Glenn Szlagowski are also Financial Advisors with Assante Financial Management Ltd.
Investment products [e.g., mutual funds, government bonds and guaranteed investment certificates (GIC)] are provided through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Planning services and some Guaranteed Investment Certificates are also provided through Belmont Village Financial Group.
Belmont Village Financial Group is an outside business to Assante and Assante is not liable to clients for provision of any products/services provided. Assante will monitor this outside business activity for conflicts of interest.
Belmont Village Financial Group is not affiliated with Assante Wealth Management or Assante Financial Management Ltd. Assante has no control over the content of this website.
Belmont Village Financial Group and its products and services are available only in those jurisdictions where they may be legally offered and where by its representatives / agents licensed therein.
Assante and/or Belmont Village Financial Group, their 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 and/or Belmont Village Financial Group 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/or Belmont Village Financial Group and therefore Assante and/or Belmont Village Financial Group has no 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 CI Investments Inc. and/or Belmont Village Financial Group or their affiliates or of third parties. The Assante symbol is a registered trademark of CI Investments Inc., 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 and/or Belmont Village Financial Group.