1. LIVE IN L.A. Your all access pass to complete Wealth Management Stephen MacPhail, President & CEO September 30, 2013

2. CI Financial Core Values Diversified money management solutions All-inclusive training: Employees Advisors Administrators Comprehensive support to advisors Integrated service Adapt to changing environment Integrity and respect

3. Thank you For advisor use only Assante Wealth Management’s advisory services are offered through Assante Financial Management Ltd., Assante Capital Management Ltd. and Assante Estate and Insurance Services Inc. Assante Estate and Insurance Services Inc. is owned by Assante Financial Management Ltd. and Assante Wealth Management (Canada) Ltd. ®The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under licence.