At fdp Private Wealth Management, protecting our clients’ information assets is a top priority. We implement various security measures to ensure the confidentiality, integrity and availability of their information. Here are some of the methods we use to protect these valuable assets.
Encrypted emails
Sending encrypted emails is standard practice at fdp Private Wealth Management. By encrypting emails, we ensure that only authorized recipients can access message content. This protects sensitive information from interception and unauthorized access, so communications remain private and secure. This form of communication is mainly used when confidential or personal data require this level of protection.
Confidentiality labelling
To better manage and protect emails and documents, we have implemented a confidentiality labelling system. Each document and email is classified according to its degree of sensitivity, enabling us to define appropriate processing and storage protocols. This labelling also facilitates document traceability and ensures that the most sensitive information receives the highest levels of protection. In addition, we use an automatic personal information detection system that triggers the application of the right labelling level, thus ensuring that each piece of information is suitably protected.
Digital signatures with DocuSign
Digital signatures are another essential tool we use to protect our clients’ transactions and documents. With DocuSign, we can confirm the authenticity and integrity of electronically signed documents. This technology provides an additional layer of security by verifying the identity of signatories and ensuring that documents have not been altered after they have been signed. This makes document exchanges between financial advisors and their clients much more secure.
Raising employee awareness of cybersecurity
At fdp Private Wealth Management, we firmly believe that information security starts with our employees. That’s why we have implemented a comprehensive cybersecurity awareness program. This program includes regular, interactive training videos that provide essential information on good security practices, such as password management, recognizing phishing attempts and the importance of data confidentiality.
We also use periodic quizzes to assess and reinforce our employees’ cybersecurity knowledge. These quizzes not only validate understanding of the concepts covered in the videos but also identify areas requiring improvement. Thanks to these tools, we can ensure that every member of our team has the skills needed to effectively protect our clients’ information.
Compliance with Law 25
Compliance with Law 25, which governs the protection of personal information in Quebec, is at the heart of our approach. For the past three years, we have been working closely with experts to ensure that all our information management practices and tools meet the requirements of this law. This includes, among other things, collecting and processing data transparently, obtaining client consent and implementing robust security measures to protect personal information against loss, theft and unauthorized access.
Our commitment
In short, at fdp Private Wealth Management, we are committed to using the best practices and technologies available to protect our clients’ information assets. Protecting these assets requires daily attention, and we work every day to improve our ways of doing things while keeping pace with new technological advances. We continually monitor and invest in innovative solutions to ensure that our methods remain at the cutting edge of the industry.
Our security team is constantly on the lookout to identify and neutralize emerging threats, ensuring that our protection systems are always up to date. We also attend cybersecurity training courses and conferences to keep abreast of best practices and new trends in the sector. In addition, we collaborate with external experts to carry out regular audits of our infrastructures and processes, to ensure optimal protection of our clients’ data.
We recognize that information security is a constantly evolving field. That’s why we have a robust risk management strategy in place, which includes contingency plans and resilience testing to deal with potential security incidents. Every member of our team understands the importance of confidentiality and is trained to respond effectively to any compromising situation.
With these rigorous and proactive measures, we want to give our clients peace of mind, secure in the knowledge that their data is in good hands. We remain committed to maintaining the highest standards of security and information protection, to earn and maintain the trust of our clients.
André Daoud, B. Sc. A.
Vice-President, IT and Technology Management
