CIRO cybersecurity incident. On August 11, 2025, the Canadian Investment Regulatory Organization (CIRO) , Canada’s self-regulatory body overseeing investment and mutual fund dealers, identified a cybersecurity incident and proactively shut down its systems as a precaution. CIRO has since determined that investor information associated with member firms may have been impacted. TriCert is not a CIRO member firm and does not provide client information to CIRO directly; however, client information may have been provided to CIRO through our custodian, a CIRO member firm, as part of CIRO’s role in carrying out its regulatory mandate. CIRO is contacting impacted individuals directly by email or regular mail and is offering two years of free credit monitoring and identify theft protection services through TransUnion and Equifax. For more information, please visit CIRO’s cybersecurity incident page.

Case Studies TriCert Insurance Agency

ADꓯPT saved a client $1.3M

July 6, 2023
Case Study | IALIA | Insurance | Podcast
In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Oliver Lee, Vice President of Life Insurance & Living Benefits at Independent Accountants' Life Insurance Agency Inc. (IALIA). Listen as Oliver explains how the ADꓯPT™ process saved a client $1.3 Million dollars.

ADꓯPT saved a client $1.3M

by Oliver Lee, BMath

This content has been prepared by TriCert Insurance Agency Inc. The information and opinions presented in this presentation are for general information only. It should not be considered as professional advice or a recommendation. Any opinions in this presentation are as of the date of this presentation and are subject to change without notice. Before acting on any information, you should consider the appropriateness of the information and speak with one of our insurance agents. Examples used in this presentation are for illustrative and educational purposes. TriCert Insurance Agency Inc. is a subsidiary of TriCert Financial Group Inc. (TriCert).

Oliver Lee, BMath

Oliver's goal as VP of Life Insurance and Living Benefits at TriCert Insurance Agency is to bring his experience and knowledge on life insurance and living benefits to our clients by offering unbiased and professional advice.

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