Protecting our clients aged 60 and over
Because we are committed to supporting you.
Living well and aging well
The life expectancy of Canadians has increased steadily in recent years. Although we all want to live long and healthy lives, these additional years bring new challenges, sometimes physical, sometimes cognitive. We are here to answer your questions about the changing reality of your financial needs.
Our employees are trained and educated to the highest standards to help you manage your finances safely. We also adhere to the Code of Conduct for the Delivery of Banking Services to Seniors.
We are committed to:
- Helping our elderly clientele by accompanying them
- Acting against fraud, financial exploitation and possible scams against seniors
- Recognizing signs of abuse
- Communicating effectively with seniors
- Offering products and services adapted to their needs
Offering a simple, people-centric online experience
We work to ensure the accessibility of our products and services and to provide additional assistance to those who need it. You can access the following services:
- Meet with a representative to discuss your finances and ask questions in a quiet and secluded area if necessary
- Meet with a representative to obtain additional information about products and services
- Documentation printed in a larger font for legibility
- Explanation on how e-readers work (read-aloud tool) for visually impaired clients
- Help with using our ABMs and our online and mobile banking services
- ABM audio function
How can we help you?
Article: How to avoid social media fraud?
Here are the social media scams to avoid and some tips on keeping cybercriminals away.
Other resources
More tips to ensure your safety.
Grandparent scam: How to avoid targeted scams
How does it work?
You get a call: "Grandma, is that you? "or "Grandpa, do you recognize me? ". Thinking it's your grandchild, you answer by their first name. The scammer starts using that name to seem more credible. They will claim to be in trouble (legal fees, debt or repairs following an accident, etc.) and that they urgently need money transferred to them, without their parents finding out.
How to protect yourself?
- Do not answer questions that the caller should already know the answers to
- Do not hesitate to question your caller to verify their identity
- Avoid providing your personal and banking information, and ask yourself why the caller would want this information
- Always verify the legitimacy of any such call yourself by verifying with other family members
Have you already been a victim?
Report the incident to your local police station
Call us
514 413-5598
Article: Why a Power of Attorney? Who Should It Be?
If an illness or accident leaves you incapacitated, who will take care of you and manage your assets? Designating a power of attorney as soon as possible allows you to decide the people who will assume these roles in your place.
Answer Bank
We’re here to answer your questions.
Other resources
More tips to ensure your safety.
Article: How do you plan your succession?
Avoid headaches for your loved ones by taking the steps to prepare everything now.
Answer Bank
We’re here to answer your questions.
Article: How to choose my retirement home?
When the time comes to choose your retirement home, you’ll have to evaluate your level of independence and your budget, as well as your personal preferences. Discover how to go about doing this.
Answer Bank
We’re here to answer your questions.
Article: I am caregiver, how can I receive financial support?
About one out of four Canadians has provided care to a loved one with a long-term health condition, a mental or physical disability, or problems related to aging. Here’s some advice and tax measures to help you support your loved ones.
Article: How can I spend my winter in Florida without having bad tax surprises?
Would you like to spend the next few winters in Florida, or elsewhere in the United States, and return to Quebec in the springtime? Here is what you should know.
Would you like to tell us about an unsatisfactory experience?
Complete the form to make a complaint or simply request further information.
1-844-413-5598
Monday to Friday, 8 a.m. to 6 p.m. (ET)
