Stephanson Planning

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Insurance products, including segregated fund policies, are offered through Adam Stephanson, and Adam Stephanson, offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd. For the Quadrus privacy policy, click here.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

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