Truesdale Estate Planning Inc. is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by James Truesdale must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through Truesdale Estate Planning Inc., Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by Truesdale Estate Planning Inc.. Insurance products and services are provided through Truesdale Estate Planning Inc..
Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).