“Mutual Funds Provided Through FundEX Investments Inc.”

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 Funds 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 Mutual Fund Representatives in Alberta are not permitted to sell LSIF.

Investors should educate themselves regarding securities, taxation or exchange control legislation, which may affect them personally. This web site is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances.

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.

Laurier Tregaskis, owner of Quiet Wealth, is an investment funds advisor and is licensed for the sale of life insurance. Quiet Wealth is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. Quiet Wealth will provide the name of the entity being represented when insurance business is conducted. The sale of insurance products is not the business of or under the supervision of FundEX Investments Inc. and FundEX will not be liable or responsible for such activities.
All non-mutual fund related business conducted by Quiet Wealth is not in the capacity of an employee or agent of FundEX Investments Inc. Non-mutual fund related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation. Accordingly, FundEX is not liable and/or responsible for any non-mutual fund related business conducted by Quiet Wealth. Such non-mutual fund related business is the responsibility of Quiet Wealth alone.

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 Quiet Wealth site. Quiet Wealth is not responsible for the information contained on these websites.

The information contained on this Internet Website is for general information purposes only and is the opinion of the owners and writers. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. However, please call Quiet Wealth to discuss your particular circumstances.
This web site is intended for Canadian residents only and the information contained herein is subject to change without notice. The owner and publisher of this Internet Website are not liable for any inaccuracies in the information provided.

Investor Privacy Statement
As an organization that collects, uses and discloses personal information, you are subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia and Quebec), effective January 1st, 2004. In complying with these laws, it is important that you provide your clients with information so that they may fully understand the purposes for which you collect their personal information. Attached is an Investor Privacy Statement, which FundEX has developed to assist our associates who have websites.
Identification of the Dealer
- The full legal name of the dealer is “FundEX Investments Inc.”
- The product language “Mutual Funds Provided Through FundEX Investments Inc.” is required on pages that have a shopping list of products, services or companies. This language is required in a minimum 10-point font size.

Holding Out Requirements
- The phrase or title Investment Advisor or Financial Advisor is not acceptable for a mutual funds salesperson. An Investment Advisor must be employed by a broker or investment dealer, and be a full securities salesperson specifically registered for that purpose. Therefore, any reference to yourself or your employees as Investment Advisors or Financial Advisors must be removed from the website. For internal communication purposes, your dealer may refer to you as an advisor but not for external communication purposes.
- The regulators expect that you will operate independently from the influence of any particular mutual fund company, insurance company or bank. However, you must be sure that the regulators do not get the impression that you act independently from the compliance supervision of your dealer. Therefore, FundEX suggests that you revisit every reference to “independent” or “independence” on the site with the foregoing in mind.