Financial scams and security breaches are becoming an increasingly relevant topic for investors in Canada. 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. It is not enough to lock away your documents any more. 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. As an organization, we take extreme care when it comes to your privacy. 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 Assante’s most recent solutions is our client-to-advisor online document sharing platform called My Portal. Available through your Assante online account access, Assante InvestorOnline, My Portal lets us share documents and allow you to chat with me (and my team) electronically, and in a protected environment. The platform also serves as a repository of all your shared documents. Below is a snapshot of my My Portal with a few recently uploaded documents.
With your help we are going to integrate My Portal into how we communicate with you.
Sincerely,
Bryan
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.jsp or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.
Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada.
June 17, 2016
