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.