Copyright 2017 Echelon Wealth Partners Inc.

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Assumptions, opinions and estimates constitute the authors’ judgment as of the date of this material and are subject to change without notice. The information contained in this presentation has been compiled from sources believed to be reliable, however, we make no guarantee, representation or warranty, expressed or implied, as to such information’s accuracy or completeness.


Before acting on any recommendation, you should review the detail disclosure in this presentation and consider whether it is suitable for your particular circumstances. As no regard has been made as to the specific investment objectives, financial situation, and other particular circumstances of any person who may receive this presentation, clients should seek the advice of a registered investment advisor and other professional advisors, as applicable, regarding the appropriateness of investing in any securities or any investment strategies discussed in this presentation. Past performance is not indicative of future results and no returns are guaranteed. Investment return and principal value may fluctuate so that an investor’s shares may be worth more or less than their original cost when sold.

This Website is for information purposes only and is neither a solicitation for the purchase of securities nor an offer of securities. The ideas presented are intended only for persons resident and located in the provinces and territories of Canada, where Echelon Wealth Partners’ services and products may lawfully be offered for sale, and therein only to clients of Echelon Wealth Partners. The ideas presented are not intended for distribution to, or use by, any person or entity in any jurisdiction or country including the United States, where such distribution or use would be contrary to law or regulation or which would subject Echelon Wealth Partners to any registration requirement within such jurisdiction or country.

Please note that, the individuals responsible for this presentation or their associates may hold securities, directly or through derivatives, in issuers that may now or in the future be selected through the LYSAN Strategy.

No part of this publication may be reproduced without the express written consent of Echelon Wealth Partners. Echelon Wealth Partners Inc., is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund.

Echelon Wealth Partners respects your time and your privacy. If you no longer wish us to retain and use your personal information for the purposes of distributing newsletters, reports or other commercial electronic messages, please let your Echelon Wealth Partners’ Advisor know. For more information on our Privacy Policy please visit our website at www.echelonpartners.com.

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Echelon Wealth Partners. This website is not deemed to be used as a solicitation in a jurisdiction where this Echelon Wealth Partners representative is not registered.

The information on this website is solely the work of Michael Judge and Peter Langham, registered Portfolio Managers with Echelon Wealth Partners, this is not an official publication of Echelon Wealth Partners, and the authors are not Echelon Wealth Partners analysts. The views (including any recommendations) expressed are those of the authors alone, and they have not been approved by, and are not necessarily those of, Echelon Wealth Partners.

Forward-looking statements are based on current expectations, estimates, forecasts and projections based on beliefs and assumptions made by the author. These statements involve risks and uncertainties and are not guarantees of future performance or results and no assurance can be given that these estimates and expectations will prove to have been correct, and actual outcomes and results may differ materially from what is expressed, implied or projected in such forward-looking statements.