Assante Wealth Management

David Phipps -- BSc, MA, CFP, CIM, TEP

Senior Financial Advisor
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Well-Advised Newsletter

  • Protecting yourself from today's threats (part 3)

    June 30, 2016 • Security

    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…

  • Protecting yourself from today's threats (part 2)

    June 03, 2016 • Security

    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…

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© 2019 Assante Wealth Management

Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).

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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.