Proteau Financial Group
Well-Advised Newsletter
Well-Advised Newsletter
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Take a layered approach to protecting your family
June 15, 2018 • Insurance Planning
The traditional way of doing things isn’t always the most economical. Take the home phone. Many people hardly use their land line and would save money by only using their mobile phone. Sometimes we follow the same old habits without exploring alternatives.
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How insurance can protect your investments
June 15, 2018 • Insurance Planning
When you think of life and health insurance, you likely think of protection against risks to your health. Your investments might not be on your mind, but insurance and investments are related. Here are a few scenarios to illustrate the value of proper coverage.
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Should you open the bank of Mom and Dad?
June 15, 2018 • Financial Planning
When it comes to helping children financially, there are no financial planning rules to follow. What works perfectly for one family might be unthinkable for another. There are, however, important factors to consider, which can guide you in making a decision.
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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”).
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