Disclaimer

Where the dealer logo is present:

iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

Where products/services are discussed, without view/opinions:

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

General disclaimer when there is discussion of mutual funds:

If there is any mutual fund performance data (rates of return), the following must be used instead:

Mutual funds are not guaranteed and information on returns is based on past performance which may not reflect future performance. Mutual funds may be associated with commissions, trailer fees, management fees and other expenses. Please read the prospectus. The indicated rates of return are the historical annual compounded total returns, including changes in the unit value and reinvestment of all distributions and do not take into account entry fees, redemption, distribution or various charges or income taxes payable by any security holder that may have reduced returns. Important information regarding mutual funds may be found in the simplified prospectus. To obtain a copy, please contact [IA/PM Name].

Article written by the IA/PM:

This information has been prepared by [IA/PM Name] who is a [Investment Advisor/Portfolio Manager] for iA Private Wealth. Opinions expressed in this article are those of the [Investment Advisor/Portfolio Manager] only and do not necessarily reflect those of iA Private Wealth Inc.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

Article written by a third-party in which the IA/PM is quoted:

Opinions expressed in this article are those of the [Investment Advisor/Portfolio Manager] only and do not necessarily reflect those of iA Private Wealth.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

GIC rates:

Rates as at (date). All rates are annualized and subject to change without notice.

Newsletter written by the IA/PM:

This information has been prepared by [IA/PM Name] who is a [Investment Advisor/Portfolio Manager] for iA Private Wealth Inc. and does not necessarily reflect the opinion of iA Private Wealth. The information contained in this newsletter comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. The [Investment Advisor/Portfolio Manager] can open accounts only in the provinces in which they are registered.

Newsletter written for the IA/PM:

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This newsletter was written, designed and produced by [Newsletter Vendor Name] for the benefit of [IA/PM Name] who is a [Investment Advisor/Portfolio Manager] for iA Private Wealth and does not necessarily reflect the opinion of iA Private Wealth. The information contained in this newsletter comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. The [Investment Advisor/Portfolio Manager] can open accounts only in the provinces in which they are registered.

Presentation:

This information has been prepared by [IA/PM Name] who is a [Investment Advisor/Portfolio Manager] for iA Private Wealth and does not necessarily reflect the opinion of iA Private Wealth. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

Presentation – third party:

This presentation was prepared by [Name of Third Party] and does not necessarily reflect the opinion of iA Private Wealth Inc. The opinions expressed are based on an analysis and interpretation and do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.

Radio, telephone, video and television advertisements:

If the advertising over radio, telephone or within a video is 30 seconds or more, or the television broadcast is 15 seconds or more:

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund.

Radio and television show:

This [radio/tv] show was prepared by [IA/PM Name] who is a [Investment Advisor/Portfolio Manager] for iA Private Wealth. This is not an official program of iA Private Wealth and the opinions expressed during this show are those of the [Investment Advisor/Portfolio Manager] only and do not necessarily reflect those of iA Private Wealth. This show is intended for general information only; please obtain independent professional advice, in the context of your particular circumstances

Websites:

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The [Investment Advisor/Portfolio Manager] can open accounts only in the provinces where they are registered.

NBIN (Only for presentations and websites):

Long version

Committed to this business for more than 25 years, National Bank Independent Network is one of Canada’s leading providers of custodial, trading, clearing, settlement and record keeping services to independent registered portfolio managers and introducing brokers through innovative product development, expert client care and leading technology. National Bank Independent Network, proudly serving over 400 independent firms from coast to coast. National Bank Independent Network is a division of National Bank Financial Inc. and is also a registered trademark of National Bank of Canada and a wholly owned subsidiary of National Bank of Canada, which is a public company listed on Canadian stock exchanges. National Bank Financial Inc. is a Member of the Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada (IIROC), the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity marketplaces in Canada.

Short version

Committed to this business for more than 25 years, National Bank Independent Network is one of Canada’s leading providers of custodial, trading, clearing, settlement and record keeping services to independent registered portfolio managers and introducing brokers through innovative product development, expert client care and leading technology. National Bank Independent Network is a division of National Bank Financial Inc., and is also a registered trademark of National Bank of Canada and a wholly owned subsidiary of National Bank of Canada, which is a public company listed on Canadian stock exchanges. National Bank Financial Inc. is a Member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada (IIROC).

Referral program:

Products offered through referral program. Only products offered through iA Private Wealth are covered by the Canadian Investor Protection Fund.