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Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party. Integrated Planning Group is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by Herrick Wealth must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Assante is not responsible for any service or product supplied through Integrated Planning Group.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).