Legal Disclaimer
This demonstration is prepared for illustrative purposes only, is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. The ratings, positions, values and information in this demonstration are not necessarily those of BMO InvestorLine Inc. Any strategies discussed herein, including examples using actual securities, quotes and price data, are strictly for illustrative and educational purposes only and are subject to change without notice. Any information contained in this video demonstration does not constitute and shall not be deemed to constitute advice, an offer to sell/ purchase or as an invitation or solicitation to do so for any entity. The content of this video presentation is based on sources believed to be reliable, but its accuracy is not and cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same. BMO InvestorLine Inc. is not responsible for the information provided and disclaims all liability with regards to the same. If legal or investment advice or other professional assistance is needed, the services of a qualified professional should be obtained.
An adviceDirect account is a non-discretionary fee based account which offers investment recommendations. adviceDirect does not provide portfolio management services by a portfolio manager. The client makes their own investment decisions and manages their own investment portfolio. adviceDirect does not offer discretionary, managed accounts.
Video Transcript: Introduction
We open on a rainy night sky.
The Voice Over reads: The master mariners of the past used the stars and an extraordinary sense of direction to navigate the vast and treacherous seas …
The camera pans down over a constellation in which the stars create an arrow pointing to the right. The camera continues to pan down and reveals a schooner on a choppy sea. Lightning flashes as the schooner rocks back and forth on the waves. The schooner sails out of view to reveal a smaller sailboat navigating the shark-infested waters.
The Voice Over reads: But you are not a master mariner. And guessing is no substitute for expert direction …
The point of view shifts to an aerial view and we see the tiny sailboat navigating the vast and treacherous seas.
The Voice Over reads: Especially when you’re navigating the market …
The point of view shifts to sea level and suddenly, the tentacles of a mighty Kraken surround the sailboat.
The Voice Over reads: Lucky for you, there’s adviceDirect …
The point of view shifts again to that of the sailboat’s captain, and a hand appears holding a compass. The Kraken is seen in the waters ahead.
The Voice Over reads: Think of it as your investment compass: you set your objectives and adviceDirect will help you keep your portfolio on course …
The boat tacks away from the Kraken into the beam of a lighthouse. The beam sweeps across the sailboat and the point of view shifts to an aerial of a map.
The Voice Over reads: With one hundred per cent objective advice and guidance on what to buy and sell, adviceDirect takes the guesswork out of investing …
We see the sailboat navigating successfully through potential nautical disasters and carving a path away from the lighthouse. As the captain reaches safety, the point of view shifts again to that of the captain on the sailboat, the sky clears to a beautiful blue and dolphins come out to play.
The Voice Over reads: … to give you the confidence to succeed – no matter what success looks like to you …
The camera pulls back and we see a compass on a blue background. The compass closes and fades away, the film ends on the adviceDirect logo.
Video Transcript: Your Investment Compass
We open on a silver adviceDirect compass on a blue background. The compass opens to reveal four quadrants of the compass, which read: Rating, Risk, Asset Allocation, and Diversification.
The Voice Over reads: As your investment compass, adviceDirect will let you know if your portfolio is headed in the right direction …
The camera zooms through the compass to emerge on a bird’s eye view of a desert highway. The segments of the compass are reflected in the territories of the landscape.
The Voice Over reads: By analyzing your Risk, Asset Allocation, and Diversification, it provides guidance …
A red sports car navigates the windy road of a mesa called Risk. It successfully navigates its sharp turns and crosses a bridge over a river.
The Voice Over reads: … to help you maintain the right mix of equities and fixed income for your investor profile …
The point of view shifts to that of the driver as he drives down a highway flanked by the changing graphs of the market. On the car’s dashboard is the investor’s compass. The needle points to the Diversification quadrant, which is red. The camera zooms in and the quadrant turns from red to green.
The Voice Over reads: By providing continuous monitoring, objective buy and sell ratings and detailed analysis for every recommendation …
The point of view shifts and we see an aerial view of the car approaching a fork in the road. At the fork, it turns left to arrive at a beach. The sun shines brightly over a sailboat; a plane soars across the top of the sky; and a train can be seen in the distance.
The Voice Over reads: … you can make the right choices at the right time – based on facts, not feelings.
The point of view pulls back and the compass closes over the scene. The needle of the compass rotates and the quadrants of the compass reappear, reading: Rating, Risk, Diversification, Asset Allocation. The investor’s compass closes over a blue background and fades into the adviceDirect logo.
Video Transcript: What to Sell
We open on the chugging wheels of a train. The camera pulls back to a wider view of the train traversing a huge bridge.
The Voice Over reads: Knowing what to sell, at the time that’s right for you, is just as important as making a great investment…
The camera switches to the viewpoint of the conductor. On the train’s dashboard is the investor’s compass. The needle points to the Ratings quadrant, which is red.
An aerial view shows the train pulling into a station. We zoom in on one of the railcars. It bears a flashing sign that reads, “LOW RATING”.
The Voice Over reads: adviceDirect will alert you when the time comes to sell one or more of your holdings …
The train disconnects itself from this railcar, leaving it at the station.
The Voice Over reads: You’ll also receive unbiased equity and fixed income recommendations …
The train chugs forward along the tracks, and the point of view shifts. We see the train emerging from the base of a mountain.
The Voice Over reads: … to get you back on track for success…
As the train approaches the camera, the investor’s compass closes over the scene. The needle of the compass rotates and the quadrants reappear, reading: Rating, Risk, Diversification, Asset Allocation. The investor’s compass closes over a blue background and fades into the adviceDirect logo.
Video Transcript: What to Buy
We open on an aerial view of a jet soaring high above a green field.
The Voice Over reads: No two investors are alike …
The plane zooms out of view leaving contrails, through which another point of view emerges.
The Voice Over reads: That’s why adviceDirect provides personal recommendations tailored to your individual investing needs …
Now we see the plane from a distance, soaring over mountaintops and then avoiding writing in the clouds that reads: “ACME Fund”.
The point of view switches to that of the pilot. The words “ABC EQUITY” are written in the clouds, and an arrow points at them with the word “BUY”.
The Voice Over reads: Your investment compass will guide you to a list of recommended buys and provide you objective analysis …
The plane zooms through the words. Again the point of view changes and we see the plane flying through ABC EQUITY into a loop-de-loop.
The Voice Over reads: … so you have the information you need to invest with confidence and stay in control.
The investor’s compass appears and the scene dissolves as the investor’s compass quadrants reappear, reading: Rating, Risk, Diversification, Asset Allocation. The investor’s compass closes and fades into the adviceDirect logo.
Compass
Estimated available cash:
$0.00 CAD
$0.00 CAD
ACCOUNT 23575012
Account balance:
$143,012.42 CAD
$143,012.42 CAD
Cash in your account:
$0.00 converted to CAD
$0.00 converted to CAD
Estimated total buy value $
0.00 CAD
MyPlan summary
| My account cash $ | + 0.00 CAD |
| Estimated total sell value $ | + 0.00 CAD |
| Estimated total buy value $ | - 0.00 CAD |
| Estimated available cash $ | 0.00 CAD |
0
0
0
0
