Brophy Financial Planning has always understood the importance of confidentiality. At the same time, as a financial solutions provider, the collection of personal client information is fundamental to our business.
We will only ask for personal information when it is necessary to determine appropriate financial solutions, and to comply with federal and provincial legislation.
Details on how your personal information is managed at Desjardins Financial Security Investments Inc. are provided in the Relationship Disclosure document which you acknowledged to receive by a signature on the Account Opening Form.
To request a copy of the information contained in your file, please contact us.
Mutual Funds Disclaimer
Mutual funds are offered through Desjardins Financial Security Investments Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed or insured. Their values change frequently and past performance may not be repeated. The statements contained herein are based on material believed to be reliable but are not guaranteed to be accurate or complete. The article is not intended to provide individual financial tax or investment advice. Particular investment or trading strategies should be evaluated relative to each individual’s objectives.