I adhere to the highest standards of privacy and regulatory compliance, including the federal Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial laws. Furthermore, in accordance with Canada's Anti-Spam Legislation (CASL), I will only communicate with you electronically with your consent.
Accountability and Confidentiality:
Your personal information is handled with the utmost care and is only collected, used, and retained for the purposes necessary to provide my services. It may be shared with managing general agents (MGAs) and insurers to ensure the effectiveness of the solutions offered.
Consent and Data Accuracy:
· To provide accurate information throughout our business relationship.
· That this data will be used and shared with partners necessary to provide services, including secure storage of your information for as long as required by regulatory obligations.
· Transfer of your file to another advisor in the event of incapacity, retirement, or death, unless you express your refusal.
Security and Data Protection:
I do not sell or share your personal information with third parties for commercial purposes. All parties with access to your data are legally bound to respect its confidentiality. Information that is no longer required will be secured and destroyed in accordance with applicable regulations.
Your Rights and Recourse:
You can withdraw your consent at any time, although this may affect the provision of my services. You also have the right to file a complaint with the Office of the Privacy Commissioner of Canada if necessary.