Assante on Taylor
Safeguarding your family’s financial future
Protecting yourself from today's threats
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. Whether it is retirement savings or personal information, scammers and hackers have the ability to destroy what you have worked so hard to achieve.
Your safety is our priority
At Assante, our priority is to safeguard your personal information and your investment portfolios. We take extreme care when it comes to your privacy and your peace of mind. From hardware encryption to anti-virus and malware solutions, we are diligent in monitoring your security across our network 24 hours a day, 7 days a week.
One of our most recent solutions is our client-to-advisor online document sharing feature, My Portal. We recognize that meeting with me in person is not always feasible, which is why we have created a secure means of communication over the Internet. Available through our online account access, Assante InvestorOnline, My Portal lets you share documents and chat with me (and my team) electronically, and in a protected environment.
Protect yourself from scammers
Increasing your awareness of financial and other scams is the first steps toward prevention. A few tips are:
- Never send money or give personal or financial information to anyone you do not know and trust – online, over the phone or in person.
- Take a moment to think carefully about what you’re being asked to do. Does it make sense? With financial scams, the information presented is often incomplete or inaccurate.
- The best course of action is to delete suspicious e-mails without opening or replying to them. When in doubt, get independent advice from a trusted source.
As always, I would be more than happy to discuss these as well as many other tips I’ve found to be valuable in protecting my clients’ privacy and financial assets. If you believe you are the victim of identity theft, I can assist you when contacting the Canadian Anti-Fraud Centre. For further information on the Canadian Anti-Fraud Centre, visit its website at www.antifraudcentre.ca.
Assante does not provide security consulting or other similar services but we are happy to discuss any general concerns that you may have and to provide information regarding the use of Assante’s secure file sharing service, Client Portal.
This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see a professional advisor for individual financial advice based on your personal circumstances. Wealth planning services may be provided by an accredited Assante Advisor or Assante Private Client, a division of CI Private Counsel LP. Please visit www.assante.com/legal or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.
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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.
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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.