Created by: Tanya Hilts

Modified on: Dec 14, 2023

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Financial Cents​

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We're excited to introduce FinancialCents, our new app designed to enhance your experience with our services. FinancialCents prioritizes your security, ensuring all communication remains confidential and protected. What's more, it conveniently brings together all essential resources and links in one easy-to-access place, both on your computer and phone. This means you get reliable, secure, and quick access to everything you need, whenever you need it, all with the peace of mind that your information is safe. We're making these changes to serve you better and keep our interactions smooth and secure!

 

1. We do use an email app for our newsletters and mass notices, such as office closings and E-cards. We will NEVER email you anything that requires a response or has any information on your file. All of this communication will be in FinancialCents.

2. Now that you are a client, for safety, we will NOT reply to any emails. We do check email, although not as regularly as FinancialCents. If we receive an email from you...

1. We will respond only in FinancialCents to ensure the email is actually from you

2. he response will be delayed as we do not check email as often as FinancialCents. FinancialCents is monitored daily

3. We will NEVER open an attachment that is not sent via FinancialCents or Dext. We will message you in FinancialCents asking you to send it via proper channels, which will create a delay in us actioning it.

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Access your FinancialCents portal here

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Confidential Documents / Security

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To protect your information, please do not send documents containing your personal information, such as your birthday and social insurance number, especially when combined with your name and address.    If you have such documents to send us, please upload the documents to us via FinancialCents.