Important Information

Stonegate Private Counsel is a division of CI Private Counsel LP (“Stonegate”) and provides financial planning services and discretionary management of investments through the operation and administration of private client managed accounts consisting of United Financial investments sub-advised by CI Investments Inc. Stonegate is a wholly owned subsidiary of CI Financial Corp., a public company whose shares are traded on the Toronto Stock Exchange under the symbol "CIX". To learn more about Stonegate, visit our website at

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This material is not intended to provide, and should not be construed as providing individual financial, investment, tax, legal or accounting advice.

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