WEALTHCo. ASSET MANAGEMENT

SECOND QUARTER 2019

EQUAL

OPPORTUNITY

INVESTING

We provide access to institutional grade investments commonly traditionally unattainable to self-directed investors.

SECOND

QUARTER

HIGHLIGHTS

Our returns reflect our commitment to provide equal opportunities to investors. 

INCLUSION + OPPORTUNITY

DOWNLOAD THE WEALTHCO ASSET MANAGEMENT Q2 2019 FUND FACT, AND SEE HOW EQUAL OPPORTUNITY CAN HELP YOU REACH YOUR GOALS AND OBJECTIVES FOR THE FUTURE.

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Infinite Chartered Accountants   I   Suite 303. 30 Crystalridge Drive . Okotoks . Alberta . Canada . T1S 2C3 | PO Box 218 . Okotoks . Alberta . T1S 1A5

All Rights Reserved 2019 - 2020  I   Powered by WealthCo

WealthCo. Asset Management Inc. (“WealthCo”) is registered as an Exempt Market Dealer in the provinces of Alberta, British Columbia, Manitoba, Saskatchewan and Ontario.  It holds a Portfolio Manager registration in the provinces of Alberta, British Columbia, Manitoba, Northwest Territories and Saskatchewan and an Investment Fund Manager license in the province of Alberta. The information provided herein is for general information purposes and should not be construed as an offer to purchase, sell or trade in securities.  Important information regarding the WealthCo funds discussed herein is set out in the fund’s offering memorandum.  A copy can be obtained from info@wealthco.ca.These S&P index returns are shown because they are widely quoted and are provided for general information purposes only.  They may not be a fair comparison to the WealthCo Fund because the investment universe and risk profile of the two portfolios differ.  The historic returns and their relative performance shown above may not be indicative of future returns.  Performance cannot be guaranteed. Medium Risk Model Portfolio: The returns set out above reflect a money weighted average of the returns of all clients invested in a medium risk model portfolio during the investment period shown. The actual result of a portfolio invested under this risk category may deviate from the composite because of differences in the composition and type of assets held.  The performance of the TSX/S&P has been provided for general information purposes only.  It may not be a fair comparative to the composite return because the types of securities in the index and the index’s overall market risk differs from the composite. Model Portfolio: This asset mix set out herein reflects the composition of a typical medium risk portfolio as at 09/28/18. The composition of an actual portfolio may vary from the composite, and the asset mix of the composite may vary over time.