Performance

Safer More Predictable Returns.

Low volatility • Low Drawdown • Low correlation

1. Traditional 60/40 Portfolio return is comprised of 60% S&P/TSX Composite Index and 40% FTSE Canada Universe Bond Index. 2. Performance statistics for ETF Managed Portfolios are calculated from documented actual investment strategies as set by Forstrong’s Investment Committee and applied to its portfolio mandates, and are intended to provide an approximation of composite results for separately managed accounts. Actual performance of individual separate accounts may vary with average gross “composite” performance statistics presented here due to client-specific portfolio differences with respect to size, inflow/outflow history, and inception dates, as well as intra-day market volatilities versus daily closing prices. Performance numbers are net of total ETF expense ratios and custody fees, but before withholding taxes, transaction costs and other investment management and advisor fees. Past investment results provide no indication of future performance. Future returns are dependent on the general investment environment, the nature of the investment mandate and specific portfolio risks. A rate of return for one year or less is not annualized.

1. YTD performance as of December 31st, 2022.

2. Performance statistics for Managed ETF Portfolios are calculated from documented actual investment strategies as set by Forstrong’s Investment Committee and applied to its portfolios mandates, and are intended to provide an approximation of composite results for client separately-managed accounts.  Actual performance of individual separate accounts may vary with average gross “composite” performance statistics presented here due to client-specific portfolio differences with respect to size, inflow/outflow history and inception dates, as well as intra-day market volatilities versus daily closing prices. Performance figures provided are net of total ETF expense ratios, but before transaction costs, withholding taxes, and other investment management and advisor fees. Past investment results provide no indication of future performance. Future returns are dependent on the general financial investment environment, the nature of the portfolio mandate and active investment strategies and risks. 3. Since inception return is annualized. 4. The Portfolio was incepted on June 30, 2003.

Global Balanced

December 31, 2022

1 This document is not to be reproduced or redistributed (in part or in full) without written permission from Forstrong Global. 2 Current strategies represent actual investment policies implemented in the portfolio as of the quarter ending in December 31, 2022. Strategies are subject to change.

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Q1 | 2023

GLOBAL BALANced

ETF HOLDINGS