Material provided on this website is for general information and is not to be construed as an offer or solicitation for the sale or purchase of securities mentioned herein. Every effort has been made to compile this material from reliable sources; however, no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see a professional advisor for individual financial advice based on your personal circumstances.

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 Fund Facts and consult your Assante Advisor before investing. Rates are not guaranteed and are subject to change at any time without notice.

Assante advisory services are offered through Assante Financial Management Ltd. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.

A description of the key features of the applicable individual variable annuity contract is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change.

  • Adib Yousofi provides insurance products and services through Assante Estate and Insurance Services Inc. and Yousofi Financial Services Inc.
  • Jack Diogo provides insurance products and services through Assante Estate and Insurance Services Inc. and J. Diogo Financial Solutions Inc.
  • Jason Dukowski provides insurance products and services through Assante Estate and Insurance Services Inc. and Jason Dukowski (Insurance).
  • Dean Falkenberg provides insurance products and services through Dean Falkenberg Corporate Life Insurance and Estate Services Ltd.

Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. A homeowner who withdraws equity from their home to purchase securities should fully understand this risk.

Any personal information provided while using our website will not be distributed, sold, or traded – it will remain strictly confidential. However, note that the release of your personal information may be required in order to comply with law enforcement. For more information on Assante’s commitment to privacy and responsible use of information, please visit https://www.assante.com/privacy-policy.

Please visit https://www.assante.com/legal or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.