Michelle Lo
Wealth Advisor, Branch Manager
Safeguarding your family’s financial future
Even with our office closed, finding convenient and secure solutions for sharing confidential communications and documents about your account with you is my priority.
Read more…We are committed to supporting you through this difficult time and extend our heartfelt wishes to our clients for their good health and safety.
Read more…Assante InvestorOnline is your paperless solution in the event of a service interruption by Canada Post.
Read more…Knowing what to look for may help you avoid becoming a victim, but what happens when you or someone you know is targeted by scammers? Whether or not the scam is successful, you should report your interaction with individuals or groups whom you believe to be acting fraudulently to the appropriate authorities.
Read more…Most individuals or groups perpetrating scams take great care to ensure that they appear legitimate and their malicious intentions remain undetected. By being aware of some of the most prevalent scams, you will be better prepared should you ever find yourself a target of one.
Read more…Each year, thousands of Canadians fall victim to financial scams and security breaches. Many scams try to obtain your personal information with the intention of stealing your identity, while others ask you to send money via wire order or some other means.
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