Spire Advisors of Assante Capital Management Ltd.

Helping You Achieve Your Goals and Dreams Planning for your financial future is more than just looking at numbers. To us, it’s the people and dreams behind the figures that matter the most. We believe that there are three keys to our job that help us work closely with you to develop a long-term, diversified strategy. First, we must be direct. We work to be knowledgeable about you and your family situation. We work to understand what you want your money to do for you. Second, we are your guide when you need us. We will help you navigate the many choices you have with your money and show you how to diversify your portfolio to maximize gains while minimizing losses. Third, it’s all about you. We want to work with you to build a personalized, long-term strategy that we follow and monitor closely, so that you can maintain your lifestyle and enjoy a comfortable retirement. 📍Office Locations: North Bay: 1.855.840.6999 Powassan: 1.855.840.6999 Huntsville: 1.800.789.2176 Orillia: 1.705.327.1965 Parry Sound: 1.877.488.6489 --- 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. Assante Capital Management Ltd. (ACM) is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Know Your Advisor: To research the background, qualifications and disciplinary information on advisors at IIROC regulated firms please generate an IIROC Advisor Report at www.iiroc.ca/investors/knowyouradvisor. The opinions expressed are those of the author and not necessarily those of ACM. Insurance products and services are provided through Assante Estate and Insurance Services.