PRIVACY PROTECTION NOTICE

InsuranceGuides.ca has always been committed to protecting the privacy of client personal information. We are pleased to provide you with our Privacy Protection Notice. It describes how we collect, hold, use and when needed, disclose your personal information. We are providing this notice in accordance with the Personal Information Protecting and Electronic Act (Canada) and similar provincial privacy legislation. If you have any questions please contact us using the information provided at the end of this notice.

CLIENT RECORD AND PERSONAL INFORMATION:

The personal information collected about you for the purposes identified in this Privacy Protection Notice is held in a record called the “client record”. The personal information in your client record may include your name, address and telephone number, social insurance number, birth date, driver’s license, passport number, income, net worth, account holdings and the name, address and social insurance number of your spouse and beneficiary. Depending on the investment or service you request, additional personal information may be held in your client record. For example, if you have established a pre-authorized payment plan, your financial institution account number is recorded.

PROVIDING YOUR INFORMATION TO CANADIAN LIFE INSURANCE GUIDES & HACHEY ENTERPRISES INC.:

When you completed an application form or otherwise opened an account with

InsuranceGuides.ca, you or your . representative provided us with personal information including, where applicable, personal information concerning your spouse and beneficiary. You may have also provided us with information when you gave instructions to your representative about investments you had made or wished to make.

InsuranceGuides.ca collects this personal information, holds it in your client record, uses it and when needed, discloses it for the purposes identified in this Privacy Protection Notice.

COLLECTING, HOLDING, USING AND DISCLOSING INFORMATION IN YOUR CLIENT RECORD:

  • InsuranceGuides.ca may collect, hold and use the information in your client record. It may also collect personal information from, and disclose personal information to, third parties for the following purposes:

  • Identifying you and ensuring the accuracy of information contained in your client record.

  • Establishing and administering your account, determining, maintaining, recording and storing account holdings and transaction information in your client record.

  • Providing you and your InsuranceGuides.ca. Representative with investment account statements and other information, which you or your representative may request as needed to service y our account.

  • Understanding your investment needs and eligibility for products and services and recommending particular products and services to meet your needs;

  • Protecting you, your InsuranceGuides.ca.. Representative and Insuranceguides.ca against error and fraud.

  • Meeting the legal and regulatory requirements of various statutes including provincial securities legislation and federal money laundering regulations.

  • Verifying information previously given by you with any other organization when necessary for the purposes provided in this Privacy Protection Notice.

  • Your personal information will not be shared with sales representatives of any other company without your consent.

EMPLOYEES AND REPRESENTATIVES WHO HAVE ACCESS TO YOUR CLIENT RECORD:

Insuranceguides.ca employees and Representatives may have access to your client record provided they have a specific need to know in connection with the purposes identified in this Privacy Protection Notice. Access is permitted only to the extent necessary for such purposes.

LOCATION OF YOUR CLIENT RECORD:

Your client records, in electronic or paper format, are kept at the offices of Insuranceguides.ca and of your Representative. Paper records forming part of your client record may also be kept in secure off-site storage. Your client record may be transferred to other locations for disaster recovery purposes.

CHANGES TO YOUR PERSONAL INFORMATION:

Please inform Insuranceguides.ca promptly of any change in the personal information that you have previously provided. Contact information is provided below.

If you have any concerns or questions in relation to this policy, or if you would like further information, please contact Insuranceguides.ca

Contact No : 604-503-3734 E-mail: support@insuranceguides.ca

Our advisors are affiliated with Insurance Guides Ca, a company founded in 2017, headquartered in Guelph, Ontario, and with associates across Canada and the USA.

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