Proteau Financial Group
Well-Advised Newsletter
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InvestorOnline | Discover the difference
July 22, 2016 • Technology
The redesigned Assante InvestorOnline offers a fresh layout with new and improved features. Part of our commitment to providing a complete approach to our clients includes an improved online experience, where you have access to your Assante account information and more, any time, day or night.
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Assante InvestorOnline – No paper? No problem!
July 11, 2016 • Security
Assante InvestorOnline is your paperless solution in the event of a service interruption by Canada Post.
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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.
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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.
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Protecting yourself from today's threats
May 06, 2016 • Security
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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InvestorOnline My Portal
October 20, 2015 • Technology
An easy and secure way to communicate with your advisor over Assante InvestorOnline
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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.
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.