Welcome. As an Assante advisor my goal is to help my clients achieve financial independence and the kind of life they want to live.

I do this by developing comprehensive and personalized financial strategies tailored to their personal dreams and goals.

Behind me are the resources and expertise of Assante, one of Canada's largest independent non-bank owned financial services firms. As your Personal CFO^TM I offer integrated and comprehensive financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning.

As an Assante advisor, I believe every client deserves exceptional service. That's why I get to know my clients - their jobs, their family, and their aspirations - and pride myself on delivering financial solutions to simplify and enhance their lives.

Please take the time to browse through my Web site. On it you'll find important information about:

• What to look for in an advisor and how Assante's unique combination of personalized service, expertise and choice is hard to beat
• What to expect from me as your Personal CFO^TM - my background and expertise
• What sets Assante apart from other financial services firms - our history and how we've grown rapidly across Canada by delivering wealth management solutions

Thank you for visiting my Web site. I believe every family can have a better quality of life with the help of an Assante advisor. Please contact me at your convenience to find out how I can help you achieve your dreams.

For more than 14 years, Sheryl has assumed the responsibility for co-ordinating and managing her clients' evolving needs from retirement and insurance planning to tax and estate matters. Amongst the greatest strengths she brings to her client relationships are her knowledge, integrity and commitment to exceptional service. Sheryl has earned the Certified Financial Planner designation, recognized internationally as the top professional accreditation for financial advisors. Early in 2005 Sheryl earned her Certified Senior Advisor designation through the Canadian Academy of Senior Advisors, the Canadian licensee of the Society of Certified Senior Advisors, an International organization that has trained over 17,000 professionals in North America. By earning the CSA designation Sheryl has taken the educational initiative to become a professional leader in meeting the key needs and issues concerning senior citizens. A strong contributor to her community, a past executive board member and corporate sponsor for a local athletic association, Sheryl has also volunteered her time as a canvasser for the Heart and Stroke Foundation. Married to John, Sheryl has resided in the Cowichan Valley for 17 years, she is an avid gardener and outdoor enthusiast. Licensed to offer both securities and life, accident and sickness insurance, Sheryl Sametz accepts a limited number of new clients each year to her well-established financial planning practice. If you would like to learn more about Sheryl's credentials and what she can do to help you achieve your goals or if you have any questions about financial and life management please call her at (250) 748-6631 or email at ssametz@assante.com. Insurance services and products are offered through Assante Estate and Insurance Services Inc.

We deliver integrated wealth management solutions to create wealth and prosperity for Canadian families.

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada.

Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group available through our sister-company, CI Investment Inc. and United Financial, a division of CI Private Counsel LP.

Be well-advised is our promise to you.