Cover Your Assets With a Trusted Contact Person - OpenCircle

Cover Your Assets With a Trusted Contact Person

Have you designated a Trusted Contact Person? In situations like where your advisor suspects you may be a victim of cybercrime or has reason to believe an aging-related health issue may be impacting your decision-making ability, this added layer of security can be a benefit to your financial well being.

Content courtesy of CWB Wealth Management

Article sources: Autorité des marches financiers,,,,, Canadian Securities Administrators, IIROC – The Strategy Counsel, McMillan LLP (

This CWB article is for informational purposes only. It is not intended to provide legal, accounting, tax, investment, financial or other advice and such information should not be relied upon as advice. Please contact your lawyer, accountant or other advisor for relevant advice. CWB Group takes reasonable steps to provide up-to-date, accurate and reliable information but is not responsible for any errors or omissions contained herein. Information obtained from third parties is believed to be reliable, but no representation or warranty, express or implied, is made by CWB Group or any other person as to its accuracy, completeness or correctness. CWB Group reserves the right at any time and without notice to change, amend or cease publication of the information. Click here to view the full disclaimer.