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To be fully aligned with customers’ interests, we have a simple fee structure only including Front-end loading Fee and Management Expense Fee. If you do not mind having “boring but steady long-term” investment styles, please feel free to let us assist you designing your long-term wealth management plans.

Disclaimers:

Old Fort Point Investment Inc. has acquired Business License (No. 7769) from Town of Hinton, Alberta to carry on a business as Investment Management and Investment Advice

Old Fort Point Investment Inc. has NOT yet been registered with Alberta Securities Commission (ASC) and Canadian Investment Regulatory Organization (CIRO)

Daniel Kim has received following Certificates (ID: 1157581) from Canada Securities Institute: Certification of Canada Securities Course (CSC), Certification of Conduct and Practices Handbook (CPH), and Certification of Wealth Management Essentials (WME)

Daniel Kim does not have Conflicts of Interests with the proposed investment plans and holds no investments except 555 units of RBC Global Asset Management Global Equity Fund at his Lock-in RRSP

This marketing information aims to provide potential investors with ideas and plans on OFPI's business model rather than to solicit investments from the mass public

Some numbers in this marketing information are based on assumptions, estimates, and simulated results and should not be used for own investment purposes

If not implemented holistically, our strategies may result in lower returns and higher risks