Assante on Taylor
Safeguarding your family’s financial future
Help Flatten the Curve by Going Paperless with Assante InvestorOnline
We all know the importance of practicing social distancing.
And we all have a part to play.
Even with our office closed, finding convenient and secure solutions for sharing confidential communications and documents about your account with you is my priority. I’d like to introduce you to Assante InvestorOnline, an online platform that provides you with around-the-clock access to important information about your account.
Features and benefits
Secure communication: You can communicate directly with me knowing that your information will be kept private and safe.
Easy to use: Easily navigate through your account balances, transaction history and reporting details at your convenience.
Go paperless: Receive important documents and statements digitally, to help preserve the environment and protect both our postal workers and you.
Providing you with an online experience to oversee your accounts and more, any time, day or night is part of my commitment to delivering complete financial advice.
To register for Assante InvestorOnline, please see the attached quick-start guide.
© 2021 CI Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.