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WORTH / ALLAYE-CHAN WEALTH MANAGEMENT GROUP*

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SRI

Selection process

Benchmark^Plus uses active management to select best-in-class long term growth securities. The manager identifies opportunities most likely to generate long term outperformance through the use of daily quantitative screening of equities with an emphasis on companies having more predictable earnings, reasonable valuation relative to growth prospects, and a solid outlook for earnings growth. A disciplined buy-sell strategy is used based on the Benchmark^Plus stock ranking criteria in addition to analysis by the internal investment committee. The Benchmark^Plus Canadian SRI Portfolio seeks to own 30 – 40 Canadian socially screened equities.

*Worth / Allaye-Chan Wealth Management Group is part of Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.