As at May 31, 2008, total assets were $6.0 billion, an increase of $0.1 billion or 1.3% from December 31, 2007, and an increase of $1.3 billion or 27.8% from the $4.7 billion at May 31, 2007.

Excluding the assets under administration of The Wealth Collaborative (formerly Loring Ward Capital Management), assets in the Company's turnkey asset management program were $5.8 billion, an increase of $0.1 billion or 1.6% from the $5.7 billion at December 31, 2007, and an increase of $1.4 billion or 31.0% from the $4.4 billion at May 31, 2007.

Year-to-date net new assets were $248 million, a decline of 44.5% from the same period in the prior year. The number of independent advisors with assets at Loring Ward grew to 758, an increase of 34 from December 31, 2007. The number of client accounts reached 25,717, an increase of 1,625 from December 31, 2007.-- www.cnxmarketlink.com