We offer our clients regular access to timely educational tools. Take a look at the wealth of resources available to you.
Commissions, trailing commissions, management fees and expenses may all be associated with investments in the Assante Optima Strategy Pools and the use of the Assante Optima Strategy asset management service. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the Assante Optima Strategy Pools prospectus and consult your Assante Advisor before investing.
Evolution Private Managed Account services are managed by CI Investments Inc. (“CI”). Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments in Evolution Private Managed Accounts and the use of Asset Management Service. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus 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.
This material is provided for information only and is not to be construed as an offer or solicitation for the sale or purchase of any securities. The material herein 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. For further information, please contact your Assante Advisor.