As our client, you will receive:

  • Confirmations of transactions;
  • Periodic statements of account;
  • Annual Reports;
  • Fund Facts document or Information Folder, for mutual funds or segregated funds;
  • Other documentation as required by legislation and regulation;

From time to time, we will send you information that we believe will be of value to your individual financial situation. However, we will not as a pattern of practice, send you bulk mailers or solicit business by mail, phone, email, or other means.

Mutual Funds provided through Assante Wealth Management. 

Meet the team

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We have a wealth of experience in the financial services industry.

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