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Brook Wagman

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A Structured Note Discussion Part 2

In this webinar, members of Brook Wagman Private Wealth Management will explain how structured notes can offer an additional option. These investments combine market-linked return potential with features that can be tailored to your goals, risk tolerance and time horizon. This webinar is in partnership with Scotia Bank. The presenters will examine principal-protected and principal-at-risk notes, using practical examples linked to Canadian bank equities. You will see how coupons, downside barriers, and automatic call features can affect an investment under different market conditions. The discussion will also address the limitations and risks of structured notes. The goal is to help you understand how these investments work, what questions to ask, and whether they may have a role in your portfolio.

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Disclaimer:
This newsletter has been prepared by Brook Wagman Private Wealth, and expresses the opinions of the author and not necessarily those of Raymond James Investment Counsel Ltd. (RJIC). Statistics, factual data and other information are from sources RJIC believes to be reliable, but their accuracy cannot be guaranteed. This newsletter is furnished on the basis and understanding that RJIC is to be under no liability whatsoever in respect thereof. It is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. RJIC and its officers, directors, employees and their families may from time to time invest in the securities discussed in this newsletter. This newsletter provides links to other Internet sites for the convenience of users. Raymond James Investment Counsel Ltd. is not responsible for the availability or content of these external sites, nor does Raymond James Investment Counsel Ltd. endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy which Raymond James Investment Counsel Ltd. adheres. Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. Mutual funds and other securities are not insured nor guaranteed; their values change frequently and past performance may not be repeated. Raymond James portfolio managers are not tax advisors, and we recommend that clients seek independent advice from a professional advisor on tax-related matters. This newsletter is intended for distribution only in those jurisdictions where RJIC is registered as a portfolio manager. Any distribution or dissemination of this newsletter in any other jurisdiction is strictly prohibited. Securities-related products and services are offered through Raymond James Investment Counsel Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd.