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Portfolio Management Services
Financial planning consulting and client relationship management service is provided by Createwealth Planning. Investment portfolio management service is provided by Glidepath Portfolio Services Inc. Glidepath Portfolio Services Inc. is registered as a Portfolio Manager under the applicable securities regulation of the Ontario Securities Commission. For more information about Glidepath Portfolio Services Inc. please visit www.myglidepath.com. Customer accounts are custodied at BBS Securities Inc. BBS Securities Inc. is an IIROC member firm and is a Member of the Canadian Investor Protection Fund. Customers’ accounts are protected by the Canadian Investor Protection Fund for up to $1,000,000 CDN and for more information please visit www.cipf.ca. “Delivering Confidence with Comfort and Care” and the Glidepath Portfolio Services design are trademarks or registered trademarks of Glidepath Technologies Inc. and used under licence.