At this time of year, many of us are busy gathering documents for tax season – much of which is now done online. As these documents can contain personal and confidential information, this is a good time to remind ourselves to be diligent about cyber security. Here are a few important tips:
- Think before you click! Before clicking any link or opening any attachment sent to you by email, take a moment to verify the sender. Were you expecting this document? Is the sender who they say they are? Tax documents from Odlum Brown are provided through your secure Client Centre account at odlumbrown.com or via mail, depending on your chosen document delivery method.
- Be wary of providing personal information. Always verify that a request for personal information, either by phone or email, is legitimate. Odlum Brown will never ask you to provide your username or password over the phone or by email, nor do we accept trades or transfer requests by email.
- Practice good password hygiene. Ensure your password is strong and has a minimum of 10 characters, including numbers and special characters. Avoid predictable patterns or common words, and refrain from reusing passwords across multiple accounts. This includes your password to your secure Client Centre account at odlumbrown.com.
- Protect your personal information offline as well. Be sure to thoroughly shred documents that may contain confidential information before recycling them.
If you have any questions about how Odlum Brown protects your data, please do not hesitate to contact your Investment Advisor or Portfolio Manager.
For additional resources to enhance your cybersecurity awareness, please visit getcybersafe.gc.ca.
Did you know?
We are pleased to offer clients our
2022 Tax Document Guide, which contains a brief summary of tax filing information and lists the prospective delivery dates of various tax slips and forms. This guide was enclosed with mailed December client statements and is available under My Documents via your secure Client Centre account at
odlumbrown.com.