Our Privacy Policy and Commitment.
I/We value your business, and thank you for your confidence in choosing our firm. As our client, you entrust us with personal information. We in turn respect that trust protecting the information you share in the course of doing business with us.

 

YOUR RIGHTS PERTAINING TO 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 use this information for the sole purpose to which you consented and protect it from unauthorized disclosure.
• You have the right to know who 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 or when no longer required for its 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.

 

HOW WE COLLECT, USE AND DISCLOSE YOUR INFORMATION

 

When you do business with us, sensitive medical and financial information is shared, which we keep in your file so that we may provide formulate strategies to best meet your needs. We assume your consent for our firm to use this information in an appropriate manner. It may be used to:

 

• Assess your application for investment, insurance and other services available to you
• 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

 

I/We do not sell client information to anyone, nor share information with organizations outside of our relationship with you.

 

ACCURACY / FURTHER INFORMATION

 

This statement has been prepared by The Trusted Plan I maintain and also CustomPlan Financial Advisors Inc maintains a secure database that will have your application information excluding any medical information. You may request more information related to this disclosure.

 

WE STRIVE TO PROTECT YOUR PERSONAL INFORMATION

 

We have also established physical and systems safeguards, 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 us reasonable 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 personal information to advise you of products or services we believe may be of interest to you or fit your personal circumstances. If you would rather not receive this type of communication, please advise our Privacy Officer.