You’ve worked hard to build your financial security—now it’s time to protect it.
Unfortunately, scams and misleading financial offers are on the rise, especially those targeting older Canadians. Investment fraud alone cost Canadians over $308 million in reported losses in 2023, and many of those affected were retirees. We encourage you to read a helpful article from Competition Bureau Canada, full of practical tips on how to recognize red flags and protect your money:
Click here to read the article
Why This Matters
Scammers are getting smarter. They pose as financial professionals, make bold promises of “guaranteed returns,” or create urgency with “limited-time” offers. It’s easy to get caught off guard.
The article shares simple ways to spot trouble early, ask the right questions, and take your time—without feeling pressured.
How We Can Help
If anything ever feels off—whether it’s a phone call, an email, or a “can’t-miss” investment pitch—give us a call. We’re here to help you:
- Review offers before you commit
- Check the background of companies or individuals
- Make sure everything aligns with your financial goals
No question is too small. Your peace of mind is always our priority.
A Quick Favor
If you have older parents, a spouse, or friends who might benefit from this, feel free to forward the link. Talking about this openly can make a big difference. Let’s keep what you’ve built safe and secure.