| Our privacy
Statement and Commitment to
Protecting your Privacy
Principle Centered Financial
Services values your
business and we thank you
for your confidence in
choosing our firm as your
source of financial advice
and products. As our client,
you trust us with your
personal information. We
respect that trust and want
you to be aware of our
commitment to protect the
information you share in the
course of doing business
with us.
Your Rights as They
Pertain to Your Personal
Information
- You have the right to
know why an organization
collects uses or
discloses your personal
information
- You have the right to
expect an organization
to handle your
information reasonably
and to not use it for
any other purpose other
than the ones to which
you consented
- You have the right to
know who in the
organization is
responsible for
protecting your
information
- You have the right to
expect an organization
is responsible for
protecting your
information
- You have the right to
inspect the information
an organization holds
about you and make sure
it is accurate, complete
and current
- You have the right to
expect an organization
to destroy your
information when
requested and when no
longer required for the
intended purpose
- You have the right to
confidentially complain
to an organization about
how it handles your
information and to the
Privacy Commissioner of
Canada if need be
What types of
Information We Collect
& How We Collect,
Use and Disclose It
When you do business
with us, we collect
three types of
information: personal,
non-personal and
anonymous. You share
this information so that
we may provide you with
products and services
that best meets your
needs. We assume your
consent for our firm to
use this information in
an appropriate manner.
We may use and disclose
this information in
order to:
- Communicate with you
in a timely and
efficient manner
- Assess your
application for
investment, insurance
and other services
available to you by our
firm
- Evaluate claims and
underwriting risks when
required
- Detect and prevent
fraud
- Analyze business
results
- Act as required or
authorized by law
What We Will NOT Do
With Your Information
We do not sell 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 Strive to Protect
Your Personal
Information
All employees,
associated advisors and
suppliers who are
granted access to client
records understand the
need to keep this
information protected
and confidential. They
know they are to use the
information along with
proper processes, to
protect client
information from
unauthorized access or
use
Your Privacy Choices
You may withdraw your
consent at any time
(subject to legal or
contractual obligations
and on providing
unreasonable notice) by
contacting our Privacy
Officer. Please be aware
that withdrawing your
consent may prevent us
from providing you with
requested products or
services. We may
occasionally use your
information to advise
you of products or
services we believe may
be of interest to you or
fit your personal
circumstances.
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