Our Commitment to Your Privacy


At PH&N Investment Services, we understand the importance of client confidentiality, and we are fully committed to protecting your privacy. Our longstanding commitment to safeguarding your privacy is reflected in our Privacy Policy

Information security

Information security is a fundamental priority at PH&N Investment Services. Our employees are fully trained in the procedures that must be taken to safeguard client information and are annually reminded of their responsibilities to ensure client confidentiality. These procedures are specified in our employment agreements and are an integral part of our business operations.

Our role

We have put in place prudent security standards to protect our systems and your information against unauthorized access. Our technology team is responsible for the technical aspects of security on our website and processing systems. This group is responsible for keeping up-to-date with security matters, communicating them to all areas of the firm, and ensuring that appropriate security controls are implemented in our procedures, systems and software.

Furthermore, all calls to and from PH&N Investment Funds Advisors, including the staff of the Investment Funds Centre, will be recorded for trade verification and quality assurance purposes.

Your role as a client

As we offer our clients the option of conducting transactions online, clients who choose to enroll in this service have certain responsibilities to protect their own information through safe computing and information handling practices when using their personal computer.

Read more about Internet security and protecting your identity.


To speak with an Investment Funds Advisor:
Call us at 1.800.661.6141 or
email us at info@phn.com