WWH Financial Group

CI Assante Wealth Management Ltd. operates as CI Assante Wealth Management, a dual-registered firm offering investment, mutual fund, and exempt-market products and services. Wealth Planning services may be provided by an accredited advisor of CI Assante Wealth Management or CI Assante Private Client (a division of CI Private Counsel LP) and in some cases, by a non-affiliated third party. Insurance products and services are offered through Assante Estate and Insurance Services Inc. CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization and Canadian Investment Protection Fund.

RX Wealth Management is an outside business activity that may offer non-securities-related financial planning services offered by Per Homer. Wachman Wealth Management Inc is an outside business activity that may offer non-securities-related financial planning services, business coaching offered by Jeff Wachman and Erik Wachman. Any specific investment recommendations must be done through CI Assante Wealth Management Ltd. (“Assante”), a registered mutual fund dealer. RX Wealth Management and Wachman Wealth Management Inc are independent companies unrelated to AFM; furthermore AFM and/or its affiliates are not responsible for any service or product provided through RX Wealth Management and/or Wachman Wealth Management Inc.

Insurance products and services are provided through Assante Estate and Insurance Services Inc.

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