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As with any investment, there are risks to investing in mutual funds or pools. There is no assurance that any mutual fund or pool will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. Mutual funds or pools are not guaranteed; their values change frequently and past performance may not be repeated. Investors will pay management fees and expenses, and may pay commissions and trailing commissions and may experience a gain or loss when they sell their units in any mutual fund or pool. Mutual funds or pools are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer.

The indicated rates of return in this communication are historical annual compound total returns including changes in unit value and the reinvestment of all distributions and do not take into account sales, redemption, distribution, optional charges or income taxes payable by any security holder that would have reduced returns.

A return of capital reduces an investor’s adjusted cost base. Capital gains taxes are deferred until units are sold or until the ACB goes below zero. Investors should not confuse this cash-flow distribution with a fund’s rate of return or yield. While investors in Series T8/S8/I8 and/or T5/S5/I5 will be able to defer some personal capital gains, they must still pay tax on capital gains distributions that arise from the sale of individual holdings by fund managers, and on interest and dividend distributions. T-SWP will also pay a distribution that must be reinvested in December, consisting of income and capital gains.

2’SUCCEED offers Consulting services, Tax and Accounting services, Financial Planning and mutual funds investment activities, and mutual funds investment is offered through Amerity Wealth Management.  Mutual fund investments may be associated with commission charges, services fees or trailing commissions, management fees and expenses. Before investing, an investor is advised to read the simplified prospectus or Fund Facts carefully. The value of mutual funds may fluctuate frequently and past performance may not be repeated. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned. The extent of the risk involved is a determination to be made by each purchaser and will vary depending on the circumstances of the purchaser and the funds invested, and purchases are subject to suitability requirements. Please discuss the risks associated with mutual fund investments with a mutual fund representative before investing.

All non-mutual fund related business conducted by Representatives of Amerity Wealth Management is not in the capacity of an employee or agent of Amerity Wealth Management. Non-mutual fund related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of real estate/mortgage product and/or service, estate and tax planning or tax return preparation. Representatives are registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased.  Your Representative will provide the name of the entity being represented when other business is conducted.  Accordingly, Amerity Wealth Management is not liable and/or responsible for any non-mutual fund-related business conducted by Representatives of Amerity Wealth Management. Such non-mutual fund related business is the responsibility of the Representative alone.  Remuneration to your Representative may come from various sources depending on the services or products purchased.  Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Representative would be happy to provide you any clarification you require.

This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.

 Links Disclaimer: Link to Third Party Website
2’SUCCEED and Amerity Wealth Management do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information or maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Amerity Wealth Management. The information in this communication is subject to change without notice.

References in this Internet Website to third party products or services should not be regarded as an endorsement of these products or services. By accessing any of the links provided you will be leaving the Representative’s site. Amerity Wealth Management is not responsible for the information contained on these websites.

 Website/Canadian Residency Disclaimer
The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any foreign jurisdiction, or in any Canadian jurisdiction where your Amerity Wealth Management Representative is not registered or qualified to effect sales. This website is not meant to provide legal or accounting/tax advice. As each situation is different you should consult your own professional advisor for advice based on your specific circumstances.

 Opinion Disclaimer
The opinions expressed are those of the author and may not necessarily reflect those of Amerity Wealth Management.