Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated your insurance contract.
Andrea Tasevski is dually licensed as a life insurance advisor and mortgage broker and represents separate companies for each purpose. As such, you may be dealing with more than one company depending on the products purchased, or services rendered. Remuneration may also vary with the particular products/services purchased. Andrea Tasevski will be representing Carte Financial Services Inc., Kabis & Associates Inc. and Legacy Life Insurance and Financial Services Inc. for the sale of insurance products and Dominion Lending Centres The Valko Team for the sale of mortgage products. The sale of mortgage products is not the business of, or under the supervision of Carte Financial Services Inc. and Kabis & Associates Inc., and Carte Financial Services Inc., Kabis & Associates Inc. and Legacy Life Insurance and Financial Services Inc. will not be liable or responsible for such activities. The sale of insurance products is not the business of, or under the supervision of Dominion Lending Centres The Valko Team, and Dominion Lending Centres The Valko Team will not be liable or responsible for such activities.
*Investments provided as segregated funds through Carte Financial Services Inc. and Kabis & Associates Inc. **Insurance products & services provided through Carte Financial Services Inc. and Kabis & Associates Inc. ***Mortgage products and services provided through Dominion Lending Centre Valko Financial Ltd.