INVESTMENT MANAGEMENT AND ADVICE| FISHER INVESTMENTS CANADAUNIQUE RETIREMENTFEESABOUT USPORTFOLIO MANAGEMENTINSIGHTSCONTACT Fisher Investments Canada doesn’t sell high-commission investment products and earns no commissions on trades. We simply charge a management fee based on the size of your account—so we do better when you do better. Furthermore, you will have a dedicated Investment Counsellor who calls regularly to keep you informed (not because we

have

ABOUT US | FISHER INVESTMENTS CANADACONTACTWHAT WE OFFERLOCATIONSFREQUENTLY ASKED QUESTIONSFT 300 About Us—Asset Management and Global Investing Opportunities. Fisher Asset Management, LLC does business under this name in Ontario and Newfoundland & Labrador. In all other provinces, Fisher Asset Management, LLC does business as Fisher Investments Canada and Fisher Investments. Fisher Investments was founded in the United States by

Ken

FISHER INVESTMENTS

Fisher Investments Private Client Group has representatives in all 50 states and in 14 countries internationally. US Headquarters. 5525 NW Fisher Creek Drive. Camas, WA 98607. LOCATIONS | FISHER INVESTMENTS CANADA Note: Fisher Investments Canada is not currently accepting private clients in Quebec, Nunavut, Yukon or Northwest Territories.

INVESTMENT GUIDES

Whether you have invested your own finances or have turned things over to a professional, Fisher Investments Canada has produced a series of helpful investment guides designed with you in mind. We created these free guides to help curious investors develop a positive approach to investing and provide them with the tools they need to invest HOW FISHER INVESTMENTS IS DIFFERENT Fisher Asset Management, LLC does business under this name in Ontario and Newfoundland & Labrador. In all other provinces, Fisher Asset Management, LLC does business as Fisher Investments Canada. Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. SIMPLE, TRANSPARENT FEES Simple, Straightforward Fee Structure. At Fisher Investments Canada, we understand the issues fees raise. Hence, we offer a simple and transparent, competitive tiered fee based on your portfolio’s size. It is designed to be easy to understand and put your interests first. The only additional fees you may incur are trading fees directly

billed

MEET OUR EXECUTIVE MANAGEMENT TEAM Our Executive Management Team. The firm’s senior management team is made up of Executive Chairman Ken Fisher, CEO Damian Ornani, Vice Chairman Jeff Silk and Chief Operating Officer Steve Triplett —who together are responsible for overseeing the day-to-day operations of

Fisher Investments.

CLIENT LOGIN INFORMATION Log-in and Account Information for Fisher Investments Private Clients. If you’re a client of Fisher Investments Private Client Group looking to access information about your account online, please contact your Investment Counselor. You will need to go to the website of your independent custodian to see details of your account

(including

FREQUENTLY ASKED QUESTIONS Frequently Asked Questions. Many clients come to Fisher Investments Canada with investment adviser questions – about our firm, how we work, and how we're different from the competition. For your convenience, we have constructed a list of investment adviser questions that are often asked during our meetings with prospective

clients, and

INVESTMENT MANAGEMENT AND ADVICE| FISHER INVESTMENTS CANADAUNIQUE RETIREMENTFEESABOUT USPORTFOLIO MANAGEMENTINSIGHTSCONTACT Fisher Investments Canada doesn’t sell high-commission investment products and earns no commissions on trades. We simply charge a management fee based on the size of your account—so we do better when you do better. Furthermore, you will have a dedicated Investment Counsellor who calls regularly to keep you informed (not because we

have

ABOUT US | FISHER INVESTMENTS CANADACONTACTWHAT WE OFFERLOCATIONSFREQUENTLY ASKED QUESTIONSFT 300 About Us—Asset Management and Global Investing Opportunities. Fisher Asset Management, LLC does business under this name in Ontario and Newfoundland & Labrador. In all other provinces, Fisher Asset Management, LLC does business as Fisher Investments Canada and Fisher Investments. Fisher Investments was founded in the United States by

Ken

FISHER INVESTMENTS

Fisher Investments Private Client Group has representatives in all 50 states and in 14 countries internationally. US Headquarters. 5525 NW Fisher Creek Drive. Camas, WA 98607. LOCATIONS | FISHER INVESTMENTS CANADA Note: Fisher Investments Canada is not currently accepting private clients in Quebec, Nunavut, Yukon or Northwest Territories.

INVESTMENT GUIDES

Whether you have invested your own finances or have turned things over to a professional, Fisher Investments Canada has produced a series of helpful investment guides designed with you in mind. We created these free guides to help curious investors develop a positive approach to investing and provide them with the tools they need to invest HOW FISHER INVESTMENTS IS DIFFERENT Fisher Asset Management, LLC does business under this name in Ontario and Newfoundland & Labrador. In all other provinces, Fisher Asset Management, LLC does business as Fisher Investments Canada. Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. SIMPLE, TRANSPARENT FEES Simple, Straightforward Fee Structure. At Fisher Investments Canada, we understand the issues fees raise. Hence, we offer a simple and transparent, competitive tiered fee based on your portfolio’s size. It is designed to be easy to understand and put your interests first. The only additional fees you may incur are trading fees directly

billed

MEET OUR EXECUTIVE MANAGEMENT TEAM Our Executive Management Team. The firm’s senior management team is made up of Executive Chairman Ken Fisher, CEO Damian Ornani, Vice Chairman Jeff Silk and Chief Operating Officer Steve Triplett —who together are responsible for overseeing the day-to-day operations of

Fisher Investments.

CLIENT LOGIN INFORMATION Log-in and Account Information for Fisher Investments Private Clients. If you’re a client of Fisher Investments Private Client Group looking to access information about your account online, please contact your Investment Counselor. You will need to go to the website of your independent custodian to see details of your account

(including

FREQUENTLY ASKED QUESTIONS Frequently Asked Questions. Many clients come to Fisher Investments Canada with investment adviser questions – about our firm, how we work, and how we're different from the competition. For your convenience, we have constructed a list of investment adviser questions that are often asked during our meetings with prospective

clients, and

ABOUT US | FISHER INVESTMENTS CANADA About Us—Asset Management and Global Investing Opportunities. Fisher Asset Management, LLC does business under this name in Ontario and Newfoundland & Labrador. In all other provinces, Fisher Asset Management, LLC does business as Fisher Investments Canada and Fisher Investments. Fisher Investments was founded in the United States by

Ken

INVESTMENT GUIDES

Whether you have invested your own finances or have turned things over to a professional, Fisher Investments Canada has produced a series of helpful investment guides designed with you in mind. We created these free guides to help curious investors develop a positive approach to investing and provide them with the tools they need to invest CONTACT US | FISHER INVESTMENTS CANADA Contact Fisher Investments Canada. Phone. 888-291-0675. Email. infoca@fi.com. Note: Fisher Investments Canada is not currently accepting private clients in HISTORY | FISHER INVESTMENTS CANADA The History of Fisher Investments. In 1979, Ken Fisher founded Fisher Investments and began managing discretionary assets with a fundamental belief in capitalism and free capital markets. We start with the simple notion that supply and demand are the sole determinants of securities pricing. In addition, we believe capital markets are

relatively

CLIENT LOGIN INFORMATION Log-in and Account Information for Fisher Investments Private Clients. If you’re a client of Fisher Investments Private Client Group looking to access information about your account online, please contact your Investment Counselor. You will need to go to the website of your independent custodian to see details of your account

(including

FUTURE VALUE CALCULATOR Future Value Calculator Input Definitions: Annual interest rate: Implies the hypothetical growth rate for the investment. Number of periods: Implies the number of time periods (e.g. months, years, etc.) the investment will grow, or the frequency of compounding growth.; Additions: The amount of deposits made during each time period. Present value: The current value of your investment. FIDUCIARY INVESTMENT ADVISOR Fiduciary Defined. At its most basic level, a fiduciary is a person or firm who acts for clients and is required to put their best interests first at all times. RIAs are required to register with the Securities and Exchange Commission (SEC) or the states in which they do business in, depending on how much in assets they manage.

A Q&A ON INFLATION

The Fed’s preferred inflation gauge—the Personal Consumption Expenditures (PCE) Price Index—hit the wires Friday morning, showing inflation ticked up from 1.4% y/y to 1.6% February. That is below the Fed’s 2% target. But if we have learned anything in our many years of covering economic developments, it is that this won’t do a LAST WEEK IN MARKETS: MAY 31 Weekly Wrap-Up Last Week In Markets: May 31 - Jun 04 2021. Fisher Investments recaps the biggest market, political and economic news from last week, including the final US readings for May’s Markit Manufacturing and Services Purchasing Managers’ Indexes (PMIs), UK April money supply growth, and Japan's preliminary April industrial

production numbers.

SOME FAQS ON 2021’S TOP-RETURNING SECTOR TO DATE: ENERGY Three weeks shy of 2021’s half birthday, Energy is still the MSCI World Index’s top-performing sector year to date. Its 35.6% return through Monday’s close is beating global stocks’ 12.4% by a country mile as investors continue rewarding oil prices’ rise. INVESTMENT MANAGEMENT AND ADVICE| FISHER INVESTMENTS CANADAUNIQUE RETIREMENTFEESABOUT USPORTFOLIO MANAGEMENTINSIGHTSCONTACT Unlike many money managers that sell cookie-cutter portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments Canada doesn’t sell high-commission investment products and earns no commissions on trades.

FISHER INVESTMENTS

Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors. HOW FISHER INVESTMENTS IS DIFFERENT Fisher Investments Canada explores what it takes to be a great investment adviser. Learn how we can connect you with a different caliber of money management services. LOCATIONS | FISHER INVESTMENTS CANADAFISHER INVESTMENTS LOGOKEN FISHER INVESTMENTS COMPLAINTSKEN FISHER INVESTMENTS LEGAL TROUBLESFISHER INVESTMENTS LOCATIONS ILLINOISFISHER INVESTMENTS PERFORMANCE HISTORYFISHER INVESTMENTS REVIEWS COMPLAINTS Note: Fisher Investments Canada is not currently accepting private clients in Quebec, Nunavut, Yukon or Northwest Territories. MEET OUR EXECUTIVE MANAGEMENT TEAM Our Executive Management Team. The firm’s senior management team is made up of Executive Chairman Ken Fisher, CEO Damian Ornani, Vice Chairman Jeff Silk and Chief Operating Officer Steve Triplett —who together are responsible for overseeing the day-to-day operations of

Fisher Investments.

MARKETMINDER

Daily Commentary. Providing succinct, entertaining and savvy thinking on global capital markets. Our goal is to provide discerning investors the most essential information and commentary to stay in tune with what's happening in the markets, while FISHER INVESTMENTS REVIEWS THE HEALTH CARE SECTORFISHER INVESTMENTS REVIEWS COMPLAINTSFISHER INVESTMENTS EMPLOYEE REVIEWSFISHER INVESTMENTS FEE SCHEDULEFISHER INVESTMENTS PERFORMANCEFISHER INVESTMENTS RANKINGS VS COMPETITORSFISHER HEALTH Editorial Review from the Back Cover. This eighth installment of the Fisher Investments On series is a comprehensive guide to the Health

Care sector.

E. LANCE VETTER CFP® E. Lance Vetter CFP® grew up in Saratoga Springs, New York and graduated from the University of Albany. He then was a United States Marine Corps Officer and Pilot.

ROSS SABAHI

As Vice President of Fisher Investments’ Private Client Group, Ross serves investors throughout the Southern California region. He would be pleased to review your current financial situation, discuss your investment goals and objectives, and help determine whether Fisher Investments' approach might benefit you. FISHER INVESTMENTS JAPAN Fisher Investments Japanについて. Fisher Investments Japanは機関投資家のお客様を対象に、多種多様な資産区分やスタイルの米国、米国外、グローバル及び新興国市場の株式運用戦略を提供しています。 INVESTMENT MANAGEMENT AND ADVICE| FISHER INVESTMENTS CANADAUNIQUE RETIREMENTFEESABOUT USPORTFOLIO MANAGEMENTINSIGHTSCONTACT Unlike many money managers that sell cookie-cutter portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments Canada doesn’t sell high-commission investment products and earns no commissions on trades.

FISHER INVESTMENTS

Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors. HOW FISHER INVESTMENTS IS DIFFERENT Fisher Investments Canada explores what it takes to be a great investment adviser. Learn how we can connect you with a different caliber of money management services. LOCATIONS | FISHER INVESTMENTS CANADAFISHER INVESTMENTS LOGOKEN FISHER INVESTMENTS COMPLAINTSKEN FISHER INVESTMENTS LEGAL TROUBLESFISHER INVESTMENTS LOCATIONS ILLINOISFISHER INVESTMENTS PERFORMANCE HISTORYFISHER INVESTMENTS REVIEWS COMPLAINTS Note: Fisher Investments Canada is not currently accepting private clients in Quebec, Nunavut, Yukon or Northwest Territories. MEET OUR EXECUTIVE MANAGEMENT TEAM Our Executive Management Team. The firm’s senior management team is made up of Executive Chairman Ken Fisher, CEO Damian Ornani, Vice Chairman Jeff Silk and Chief Operating Officer Steve Triplett —who together are responsible for overseeing the day-to-day operations of

Fisher Investments.

MARKETMINDER

Daily Commentary. Providing succinct, entertaining and savvy thinking on global capital markets. Our goal is to provide discerning investors the most essential information and commentary to stay in tune with what's happening in the markets, while FISHER INVESTMENTS REVIEWS THE HEALTH CARE SECTORFISHER INVESTMENTS REVIEWS COMPLAINTSFISHER INVESTMENTS EMPLOYEE REVIEWSFISHER INVESTMENTS FEE SCHEDULEFISHER INVESTMENTS PERFORMANCEFISHER INVESTMENTS RANKINGS VS COMPETITORSFISHER HEALTH Editorial Review from the Back Cover. This eighth installment of the Fisher Investments On series is a comprehensive guide to the Health

Care sector.

E. LANCE VETTER CFP® E. Lance Vetter CFP® grew up in Saratoga Springs, New York and graduated from the University of Albany. He then was a United States Marine Corps Officer and Pilot.

ROSS SABAHI

As Vice President of Fisher Investments’ Private Client Group, Ross serves investors throughout the Southern California region. He would be pleased to review your current financial situation, discuss your investment goals and objectives, and help determine whether Fisher Investments' approach might benefit you. FISHER INVESTMENTS JAPAN Fisher Investments Japanについて. Fisher Investments Japanは機関投資家のお客様を対象に、多種多様な資産区分やスタイルの米国、米国外、グローバル及び新興国市場の株式運用戦略を提供しています。 SIMPLE, TRANSPARENT FEES Simple, Straightforward Fee Structure. At Fisher Investments Canada, we understand the issues fees raise. Hence, we offer a simple and transparent, competitive tiered fee based on your portfolio’s size. CLIENT LOGIN INFORMATION Log-in and Account Information for Fisher Investments Private Clients. If you’re a client of Fisher Investments Private Client Group looking to access information about your account online, please contact your Investment Counselor. MEET OUR PORTFOLIO MANAGEMENT TEAM Bill Glaser. Executive Vice President, Portfolio Management. Bill has been with Fisher Investments since 1999 and joined the IPC in 2011. He is the Executive Vice President responsible for the Portfolio

Management group.

HEADLINES | MARKETMINDER China’s Finance World Opens Up to Foreigners, Sort of. By Staff, Bloomberg, 06/02/2021 MarketMinder’s View: Here is an ongoing development, often flying under the radar, we think worth noting: “China has been allowing more foreign banks, insurers, asset managers and payment companies in to chase after billions of dollars in profits. It also has been making it easier for foreigners to buy

CAREERS WITH US

At Fisher Investments we are driven by better. Better for the industry, our clients and our employees. When you join us you become part of a global organization with more than 3,000 employees, who are all dedicated to bettering the investment universe and putting our clients’ interests first. RETIREMENT CALCULATOR The 15-Minute Retirement Plan. Running out of money in retirement is one of the biggest fears for many investors. This guide addresses some key questions many face when planning for retirement. FISHER INVESTMENTS REVIEWS THE HEALTH CARE SECTOR Editorial Review from the Back Cover. This eighth installment of the Fisher Investments On series is a comprehensive guide to the Health

Care sector.

FIDUCIARY INVESTMENT ADVISOR VIDEO: The Importance of Being a Fiduciary Adviser. 1:24 minutes. In the financial services industry, a fiduciary is a person or business legally obligated to put clients’ interests first when making investment decisions for them. DEFINITIVE GUIDE TO RETIREMENT INCOME Do you know how much your retirement will cost? Have you considered how you will pay for it? Do you know how to generate the retirement income you’ll need? Download today THE RECORD-SETTING MAY ECONOMIC DATA THAT SHOULD BORE YOU May purchasing managers’ indexes (PMIs) have rolled in, and some readings are historic. While we enjoy a nice milestone as much as anyone else, PMIs are still backward-looking, and the latest batch reveals basically nothing new or surprising. Your browser is currently set to block cookies. Not all features of our website will work as intended. Please turn on cookies or check if you have another program set to block cookies to allow full website

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CLEARLY DIFFERENT MONEY MANAGEMENT If you’re looking for an investment firm to manage your hard-earned assets and provide you with financial planning services—so you can enjoy your retirement or whatever else matters most to you in life—then you have come to the right place. Fisher Investments is a different kind of investment firm: * We’re a FIDUCIARY, obligated to put client interests first * We TAILOR A PORTFOLIO to your individual goals and needs * We charge a SIMPLE, STRAIGHTFORWARD FEE based on the size of your

account

TRUSTED BY 65,000 FAMILIES WORLDWIDE Fisher Investments is an independent investment adviser currently managing $112 billion for individuals, families and institutions around the world.* With roots as an institutional money manager, we provide the same investment expertise to individuals as our institutional clients. This means you get a more disciplined investment strategy and a higher level of service than you’ll find

elsewhere.

For over 40 years, we’ve helped tens of thousands of clients—including over 65,000 current families—down the path of reaching their financial goals.** We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit

for you.

Request an Appointment TOP RATED ADVISER FINANCIAL TIMES 2014 - 2019 TOP US-BASED FEE-ONLY REGISTERED INVESTMENT ADVISER INVESTMENT NEWS

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WHAT SERVICES DO WE PROVIDE? ------------------------- We provide a tailored approach to investment management and financial planning that always puts clients first. This starts with a comprehensive assessment of your personal situation that informs your investment strategy and even considers important factors outside of your portfolio. If you own an annuity, Fisher Investments can analyze it and help you determine if it makes sense as a long-term investment for you. The result is a highly personalized approach consistent with your goals and needs. PORTFOLIO MANAGEMENT We don’t sell cookie-cutter portfolios. We take the time to understand your individual goals and needs, and build a tailored portfolio to help you meet your objectives. And we regularly check in on anything that may have changed.

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FINANCIAL PLANNING

Unlike many firms that use complex financial plans to sell you pre-packaged commission-based products, we give thorough attention to your comprehensive financial needs to determine the best recommendation for you.

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ANNUITY ASSESSMENT

We often see clients who were sold an annuity that does not meet their greater financial goals. Often there’s a better way. We will review your annuity contract in detail to help you determine whether or not it’s right for you.

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HOW DOES FISHER INVESTMENTS DIFFER FROM THE COMPETITION? ------------------------- Unlike many money managers that sell cookie-cutter portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments doesn’t sell high-commission investment products and earn no commissions on trades. We simply charge a management fee based on the size of your account—SO WE DO BETTER WHEN YOU DO BETTER. Furthermore, you will have a dedicated Investment Counselor who calls regularly to keep you informed (not because we have something to

sell).

FISHER INVESTMENTS:

Tailors your portfolio to your goals and needs Calls regularly to keep you informed Never has hidden or layered fees SOME MONEY MANAGERS: Provide cookie-cutter portfolios Only call when they have something to sell Sell high-commission investment products WHAT IS OUR INVESTMENT APPROACH? ------------------------- VIDEO: HOW WE TAILOR A PORTFOLIO FOR EACH CLIENT

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WE TAILOR A PORTFOLIO FOR YOU We begin by getting a deep understanding of your personal situation, goals and needs. We then determine the appropriate investment mix for you. Fisher Investments’ top-down process starts with how much to invest in stocks, bonds, cash or other securities—to maximize the likelihood of reaching your goals. We believe this decision has the biggest impact on your returns over time. From there, we emphasize parts of the market we believe will perform best, such as different countries and sectors. Finally, we analyze individual stocks and other securities and select those we believe will perform best. We believe this active, global approach to portfolio management helps best capitalize on investing opportunities around the world. WE KEEP YOU ON TRACK Importantly, our approach isn’t “set it and forget it.” As a client, you’ll hear from us regularly to make sure your portfolio continues to serve your goals. We believe staying on the path to your goals is one of the biggest challenges facing investors today, which is why client service is a top focus. As a client, you’ll have a dedicated Investment Counselor who provides you regular, ongoing updates on the market and your portfolio. Learn More About Our Investment Approach AS SEEN IN THE PRESS Visit our press room MORE INFORMATION ABOUT FISHER INVESTMENTS -------------------------

ACCOUNT SIZE

If you have $500,000 or more in investable assets, contact us today to find out how our Private Client Group can help you achieve a successful financial future in retirement.

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FEES

We charge one simple fee based on the size of the portfolio we manage for you. We structured our fees so we do better when you do better. There are never hidden or layered fees.

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PERFORMANCE

Many of our clients are looking for their assets to last throughout their retirement years while generating income. We therefore take a longer-term view toward performance measurement.

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HOW TO GET STARTED

------------------------- If you’d like to see whether Fisher Investments is a good fit for you, contact us today. Our qualified professionals can provide you with a complimentary portfolio analysis, including a breakdown of the fees you’re currently paying (you may not realize how much you’re actually paying!). If you decide to become a client, Fisher Investments has a team of experts who will help make the transition as smooth and seamless as possible. Once you become a client, you’ll have a dedicated Investment Counselor who will help guide you, as well as serve as a long-term resource for information and support. You’ll also have access to exclusive educational resources such as seminars, webinars and other communications from senior members of the firm’s

investment team.

Schedule a Free Consultation LOCATIONS AND CONTACT INFORMATION ------------------------- FISHER INVESTMENTS PRIVATE CLIENT GROUP HAS REPRESENTATIVES IN ALL 50 STATES, AND IN 14 COUNTRIES INTERNATIONALLY.

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_*As of 9/30/2019, Fisher Investments and its subsidiaries manage over $112 billion in assets—over $67 billion for North American private investors, over $35 billion for institutional investors and over $9 billion for European private investors._ _**As of 9/30/2019._

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