Assante Wealth Management

Karl Ruban CPA, CA, CFP®, CPCA

Senior Financial Planning Advisor
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Well-Advised Newsletter

  • 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.

    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”).

ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
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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.