Privacy Policy
First and foremost, the privacy and security of your personal information is a priority for me. I comply fully with the federal Personal Information Protection and Electronic Documents Act (PIPEDA).
How I keep your personal information safe
The personal information gathered with your consent during our business relationship – such as your name and address, date of birth, and social insurance number, as well as notes about your personal and financial situation taken during meetings, and related documentation, instructions, and correspondence – is maintained in a digital client file.
To protect your client file from unauthorized access, the file is encrypted and stored on secure servers in Canada behind biometric and text passcodes.
I will not disclose your personal information to any person or entity except my managing general agency and the insurance company I engage to issue an annuity or other products to you. Managing general agencies and insurance companies are governed by the same privacy regulations as I am. Like me, they will protect your personal information and restrict its use to the business at hand.
In the course of business, I may ask you to answer personal questions that will allow me verify your identity when you contact me.
If compelled by the Canadian legal system, I may provide information to investigators and other regulatory entities.
Privacy on this website
When you visit this website, you do so anonymously. The website does not host third-party ads or tracking software, and does not leave cookies in your browser apart from a small number of first-party text files that are strictly necessary to secure the website.
Your rights
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.