Privacy Policy

Protecting the privacy of your personal information is important to me and the companies whose products and service I offer, and I’m committed to collecting, using and disclosing your personal information responsibly (“I”, “me” and “my”, when referring to an advisor also include an incorporated advisor or firm, where appropriate). The personal information being collected, such as contact information, financial information, copies of life insurance applications (in whole or in part) including medical and lifestyle information, as well as records of meetings and phone calls, general correspondence and any instructions you provide to me, will be maintained by me and my firm in paper and/or electronic format in a client file. This information will be used to assess your financial situation, offer products and services that may be of interest and benefit to you, and provide ongoing client service.

Your personal information in your client file will be disclosed only to:

  • My or my firm’s employees and persons authorized by me or by my firm.
  • Companies whose products and services I offer and their employees and agents, for the purpose of, or relating to, their providing or seeking to provide financial products or services to you (and for, or related to, any other purposes you have authorized)
  • Third party service providers selected and authorized by me or my firm. If located outside of Canada your personal information may be subject to the laws, including public authority access laws, of other countries
  • Persons or entities to which you have granted access or that are allowed access by law

In accordance with applicable law and by your written request, you have the right to: review the personal information in your client file, request corrections to this information, and to revoke your consent subject to contractual limitations.

If requested by you, copies (not originals) of additional personal documents such as insurance policies, wills and mandates (powers of attorney) may be kept in your client file.

If you need more information about my privacy policies and/or those of the companies I represent, please let me know.