TERMS AND CONDITIONS OF USE
This website is maintained by Page and Associates Ltd. for the benefit of its clients and prospective clients. While every effort is made to maintain the site content so that it reflects current market conditions and tax rules, the Company makes no warranty of any kind that the information will at all times be exactly correct.
Users should rely on advice from their financial advisor before making any financial planning or investment decisions. Any functionality of the site may be temporarily out of service or may be permanently removed without notice and the user agrees not to hold the Company liable for any inconvenience or damages caused by such lack of functionality.
Use of this site shall be taken as concurrence with these terms and conditions of use.
PAGE AND ASSOCIATES LTD.
Our firm is a financial planning firm and a Life and Health Insurance brokerage licensed with the Financial Services Commission of Ontario.
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.
References in this Internet Website to third party goods or services should not be regarded as an endorsement of these goods or services. By accessing any of the links provided you will be leaving the Page and Associates Ltd. site. Page and Associates Ltd. is not responsible for the information contained on those websites.
All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Neither Page and Associates Ltd. nor Worldsource Financial Management Inc. will be held liable for any inaccuracies in the information presented, nor will they be held liable for any software damages resulting from the use of this website.
WORLDSOURCE FINANCIAL MANAGEMENT INC.
Under securities regulations, any financial services representative offering mutual funds or investment funds products must do so through a sponsoring mutual fund or securities dealer. Some of the advisors at Page and Associates Ltd. also are representatives of Worldsource Financial Management Inc. (WFM) as their sponsoring mutual fund dealer.
Any information on this website or its contents relating to mutual funds, should be considered as information coming from one our people who is a representative of WFM.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. 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 to you. Fund values change frequently and past performance may not be repeated.
Labour Sponsored Investment Funds (“LSIF”) have tax credits that are subject to certain conditions and are generally subject to recapture, if shares are redeemed within eight years. Please note that Investment Fund Representatives in Alberta are not permitted to sell LSIF.
An investor proposing to borrow for the purchase of securities should be aware that a purchase with borrowed monies involves greater risk than a purchase using cash resources only. Please click to view a more detailed disclosure of these risks.
Your Worldsource Financial Management Inc. (“WFM”), investment fund advisor maintains business interests that are separate and distinct from his/her WFM business activities. You will be provided complete information concerning these outside business interests, including who is responsible for each business activity. The disclosure will provide you with that information and will explain your rights and with respect to business that you place with WFM through your mutual fund advisor. WFM assumes responsibility and liability for “Worldsource Financial Management Inc. Business Interests” only. All business activity undertaken by your mutual fund advisor that are not the specifically designated as “WFM Business Interests” are not the responsibility of WFM. Therefore, WFM does not assume any liability for any such activity.
Any information on this website or its contents relating to securities markets or indices, or the generic term ’stock’ or ’bond’, is intended for context or conceptual discussion of investments in general, and should not be construed as an offer to sell any product.
Mutual funds are offered in Canada only.
Please click below to:
- view the WFM website
- view the WFM Client Agreement and Disclosure Brochure
The ‘My Account’ function of this website is a secure password-protected area which delivers a current online statement of all your holdings under Worldsource Financial Management Inc., and under other dealers if you have authorized us to keep track of other holdings for you.
The online holdings statement function is managed by WFM. Worldsource does its best to maintain accuracy in online reporting, but the value of any holdings held with other dealers or in your own name, and reported on this statement, should not be taken as any guarantee of actual value of those holdings. In case of any disagreement between the values shown online and those reported on official printed statements from the GIC or mutual fund issuer, the issuer’s record shall be taken as the correct one.
In exchange for the access to this function, you agree to keep your username and password confidential, and for your use only, and to report any possible loss, theft or misuse of the password to your Page and Associates Account Manager promptly.