AMM / Lisa Hyman / Investia Financial Services Inc.

AMM / Lisa Hyman / Investia Financial Services Inc. Lisa is a Financial Advisor o/a AMM. Mutual Funds offered through Investia Financial Services Inc.

Investment products and services provided include RRSP's, RESP's. RIF's, LIF's, TFSAs and non-registered accounts, investments for these products include mutual funds or segregated funds. I also provide guidance for budgeting, financial & pension guidance when changing careers as well as retirement and estate planning. Insurances offered include; Life, Disability, Health, Dental, Critical Illness and Long Term Care, both for individuals or for groups.

02/17/2026

CIRO Security Breach

You may have received a letter from CIRO recently informing you of a data security breach at CIRO. They are the regulatory body that oversees all mutual fund dealers, like Investia, and all banks, stock brokers, etc. CIRO is taking this breach very seriously and have offered everyone free monitoring of your credit profile. I would encourage you to sign up for one of the offers that were included in their physical letter mailed to you. This will ensure you are alerted if anyone attempts to apply for credit in your name.

Recently there have been a few cases of fake websites posing as investment sites. They have been trying to capture people’s login credentials for online trading accounts. In light of this, I would encourage you to follow the following recommendations:

1. Be vigilant and confirm you are using official investment websites and mobile applications before entering any login credentials.

2. Do not access your accounts through links received by email, text message, or social media.

3. Report any suspicious websites or incidents to us as soon as possible.

4. Monitor your accounts for unusual activity, login patterns or password changes.

We cannot stress the importance of point #2! NEVER log in to your Investia account by following a link in an email. Always go directly to Investia.ca to log in or log in via the mobile app.

Cyber breaches like this are becoming more common, so it's important to take extra caution when sharing personal information and using login credentials online.

At AMM, we have taken every step possible to keep your information secure. We take your privacy and safety very seriously.

Please do not hesitate to contact us if you have any questions or concerns.

Lisa

Happy Holidays!  The office is officially closed. We have moved to a new booking calendar – please book your appointment...
12/19/2024

Happy Holidays!

The office is officially closed.

We have moved to a new booking calendar – please book your appointments at https://calendly.com/lisa-am-m and let us know how you like it.

We look forward to seeing you in 2025.

Lisa, Julie, and Sebastian

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

https://www.ciro.ca/news-room/publications/investor-alert-ciro-impersonatorOctober 18, 2024 (Toronto, Ontario) – The Can...
10/25/2024

https://www.ciro.ca/news-room/publications/investor-alert-ciro-impersonator

October 18, 2024 (Toronto, Ontario) – The Canadian Investment Regulatory Organization (CIRO) is warning Canadian investors not to be fooled by a fraudster impersonating CIRO to launch investment recovery scams. The fraudster, using the name of Marcus Miller and the email address [email protected], is posing as a CIRO/OCRI employee in the Financial & Operations Compliance department, targeting French speaking Canadians. This individual is neither employed by CIRO nor a registrant of any dealer firm regulated by CIRO. No CIRO employee will ever ask for payment from investors. This is an immediate red flag.

Be an informed investor - Don't be fooled by fraudsters misrepresenting themselves

Official photo shoot  #1 done of my new office space! Still a work in progress but here’s some pics that didn’t make it ...
10/23/2024

Official photo shoot #1 done of my new office space!

Still a work in progress but here’s some pics that didn’t make it in!

My front entrance and my official greeting party! 🤣🤣🤣

05/07/2024

May 1, 2024, CIRO issued a press release warning Canadian investors not to be fooled by fraudsters currently impersonating the regulatory organization to launch investment recovery scams.

Specifically, fraudsters are using the email address [email protected] posing as CIRO employees to approach investors using social media platforms such as WhatsApp.

Read more: Investor Alert – CIRO Impersonators

Address

2417 Baseline Road
Ottawa, ON
K2C0E3

Opening Hours

Monday 8:30am - 3:30pm
Tuesday 8:30am - 3:30pm
Wednesday 8:30am - 3:30pm
Thursday 8:30am - 3:30pm

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