Grand Financial Planning is a representative of Designed Securities Ltd., and is also licensed for the sale of insurance and mortgage products. Grand Financial Planning is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the services and products discussed. The name of the entity being represented should correspond to the business being conducted. Grand Financial Planning and Designed Securities Ltd. are separate legal entities.
Designed Securities Ltd. is regulated by the Canadian Investment Regulatory Organization (Canadian Investment Regulatory Organization (ciro.ca) and is a Member of the Canadian Investor Protection Fund (www.cipf.ca). Investment products are provided by Designed Securities Ltd. and include, but are not limited to, mutual funds, stocks, and bonds. Grand Financial Planning is registered to provide advice and solutions to clients residing in the province of Ontario.
Any advice which may be given in respect of non-securities services is given by [Advisor Name] solely and no such advice is given in their capacity as a registrant of Designed Securities Ltd. Canadian Investor Protection Fund (CIPF) coverage is available to CIRO Dealer Members and does not offer protection, within limits, on non-securities 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, Designed Securities Ltd. is not providing and does not supervise any of the above noted activities and you should not rely on Designed Securities Ltd. for any review of any non-securities services provided by Grand Financial Planning and [Outside Activity].
No information on this website shall be deemed as investment advice or a recommendation. The information provided may be gathered from sources believed to be accurate. This website is for informational and reference purposes 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 Designed Securities Ltd. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. Content is accurate as of the date of publication, and subject to change without notice.
By accessing links to external websites, you will be leaving this website, and Grand Financial Planning of Designed Securities Ltd. are not responsible for the information contained on these external websites. Content may not be reproduced or distributed without the consent of Grand Financial Planning.
To be included on positions reports generated by external vendors:
*book value” means (i) in the case of a long security position, the total amount paid for the security, including any transaction charges related to the purchase, adjusted for reinvested distributions, returns of capital and corporate actions; or (ii) in the case of a short security position, the total amount received for the security, net of any transaction charges related to the sale, adjusted for any distributions (other than dividends), returns of capital and corporate actions. Performance information is not available when your account was opened within the reporting period, closed during the reporting period, or as at yearend has security position(s) with an undeterminable market value and zero cash balances. Market value is the price at which an investment can be sold on the open market at a specific point in time. If there is no active market for an investment, then we have estimated its value. If we cannot reasonably determine the market value then we have excluded that investment from the calculation of your return. The market value of an investment fund is its “Net Asset Value”. This is usually calculated by investment fund managers once per day. Designed Securities Ltd. (“DSL”) cannot guarantee the absolute accuracy of the security position information contained in this statement for tax reporting purposes. DSL does not provide income tax preparation services or advice and cannot be held liable for incorrect reporting as a result of using this statement or position report for tax filing purposes. In particular, the book cost shown in this statement may not be suitable for tax purposes, as it may not reflect all required adjustments. It is important for you to keep records of all of your investment transactions and consult your tax advisor to properly determine your gains and losses for tax purposes.
Customers’ 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 or at www.cipf.ca. If you have any questions, please contact your Investment Advisor or contact Designed Securities Ltd. at: (705) 806-3686 or Toll Free: (833) 739-9426. Please include your account number on all correspondence.
