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FDG Investments

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1

TIME HORIZON

Funding • Spending/Enjoying

2

ASSET ALLOCATION

Through Diversification

(chart below)

3

REBALANCING

Not Market Timing • Schedule

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ALTERNATIVES

GLOBAL

EQUITY

CANADIAN

EQUITY

SHORT TERM
BONDS

US

EQUITY

LONG TERM

BONDS

EMERGING MARKETS

CASH

Brad_Armes

Brad Armes is registered to provide investment advice and solutions to clients
residing in the provinces of Ontario, Alberta and British Columbia.

Securities products are provided through Aligned Capital Partners Inc.

Email Brad at: barmes@alignedcp.com

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FDG Investments is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a Member of the Investment Industry Regulatory Organization of Canada ( www.iiroc.ca ) and the Canadian Investor Protection Fund (ww.cipf.ca). Clients’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request.

Financial Dignity Group and FDG Investments of Aligned Capital Partners Inc. (ACPI) are separate legal entities. All non securities related business conducted by your Advisor as a representative of Financial Dignity Group
is not in his capacity as an agent of ACPI. FDG Investments is an investments trade name of Aligned Capital Partners Inc. (ACPI), a member of the Canadian Investor Protection Fund ( CIPF.ca) and the Investment Industry Regulatory Organization of Canada (IIROC.ca). Investment products are provided by ACPI and include, but are not limited to, mutual funds, stocks, and bonds.

Brad Armes is registered to advise clients resident in the provinces of Ontario, Alberta, British Columbia. Any advice which may be given in respect of non securities services is given by your Advisor solely and no such

advice is given in their capacity as an agent of ACPI and is not protected by the Canadian Investor Protection Fund (CIPF). CIPF Coverage is available to investment dealers that are members of IIROC and does not cover insurance products and segregated products not held by a Member. Non securities related business includes, without limitation, fee based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review
of any non securities services provided by Brad Armes. This website 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 the appropriate professional depending on your particular circumstances. This 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. The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. The owner and publisher of this website are not liable for any inaccuracies in the information provided.

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