Privacy Policy
Privacy Statement
We collect your personal and financial information to advise you of products or services to meet your insurance and or wealth planning needs. We maintain records and retain your personal information in electronic or paper formats in our office. We may use and disclose this information in order to offer, update, and provide investments, insurance products and services to you; to correspond and enable us and our associated companies to correspond with you on certain products/services which are available; to administer, service, update, and maintain your investment and insurance portfolio information on our computer database and in your client file; to verify your identity, detect and prevent fraud; to establish and maintain communication with you in a timely and efficient manner; and to act as required or authorized by law or may be required to provide a regulator access to files for the purposes of review. Upon your written request, we may provide you and any person authorized by you to access your personal information, as required, or permitted by law. You may also verify the accuracy and completeness of your information and request that it be amended, if appropriate.
All employees, advisors and suppliers who are granted access to client records understand the need to keep your information confidential. We do not sell or share client information to anyone, nor do we share client information with organizations outside of our relationship with you that would use it to contact you about their own products or services. We maintain one file for your entire investment and insurance portfolio. We have established security safeguards that are appropriate to the sensitivity of your information to protect it from unauthorized access or use.
This document includes your consent and authorization to receiving commercial paper and electronic messages (as defined in CASL), included, but not limited to newsletters, insurance offers and other updates, some of which are delivered through our mailing list. At any time in the future, you may unsubscribe from receiving any communication from us by e-mailing us, mailing us or faxing a request to our office.