Legal
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 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.
Pam Ridley is a Branch Manager and Financial Advisor with Assante Financial Management
Ltd. Donald Ridley, Glenn Szlagowski, and Leigh Hogg are 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 may also be 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.
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