As your Advisor, I am committed to protecting the privacy of all personal information I collect and maintain in the course of carrying on my business relationship with you. I will establish a file containing your personal information and any other form, application, authorization, transaction or other document you complete in relation to the products and services I provide. I collect and use your information for the purposes of assessing and implementing your insurance plans and investment objectives and instructions, providing you with insurance and investment advice, servicing and administering your policies and accounts, and for such other purposes as are outlined in this document.
Your Social Insurance Number will be used by the Financial Institution or Carrier for income tax reporting purposes. Your banking information will be disclosed to the financial institution(s) processing your investment deposits and withdrawals.
Employees and authorized Representatives of my practice will be responsible to carry out the purposes identified above, and other persons authorized by you or by law, will have access to the personal information contained in your file. Subject to exceptions set out in applicable legislation, you may access your file and request corrections to your personal information by sending a written request to my Privacy Officer named in this document (download a copy on my Disclosure Documents Page).
If you have any questions, concerns or complaints about the collection, use or retention of your information, or wish to access your file and request corrections to your personal information, please contact our Privacy Officer in writing or by phone.
I have procedures in place to handle written or verbal complaints received in a fair and prompt manner. I provide a copy of these procedures to new clients and clients who have filed a complaint.
