My commitment to protecting your privacy: I comply with the federal Personal Information and Electronic Documents Act (PIPEDA and applicable provincial privacy laws. I maintain the highest standards of confidentiality to ensure the protection of your Personal Information. I also adhere to the Canadian Anti-Spam Legislation and Regulations (CASL) and will only communicate electronically with your consent.
Accountability: I am responsible for the Personal Information that I receive from you. I will safeguard that information in whatever form it is held.
How I collect, use, share, disclose and retain your information: I collect all personal, corporate, financial and related information with your consent and use and retain it solely for the purposes of providing advice and to ensure that any products or services you purchase through me are provided quickly and correctly. I confidentially convey your Personal Information to insurers through wholesale organizations known as Managing General Agencies (“MGAs”), notably BridgeForce Financial Group Inc., who are contracted to provide sales support, as well as any third-party service providers that the MGA may engage to assist in the provision of the sales support. I only collect and keep information that helps me formulate advice, including personal, financial and health information. With your consent, I may share this information with others to get you help in areas outside of my areas of expertise. I am required to retain much of the information I collect for regulatory reasons including demonstrating that the recommendations I make are suitable and address your identified needs.
Consent: I use your Personal Information to identify products, concepts and services to address needs you have identified. By signing this form, you agree:
Accuracy of information: To make appropriate recommendations, I must receive accurate information. You may review the Personal Information I retain about you upon request. I will attempt to update the Personal Information I hold in my records to determine whether the recommendations I made are still appropriate considering changes in your circumstances. I also rely on you to provide regular updates to me.
What I will NOT do with your information: I do not see your Personal Information to anyone, nor do I share your Personal Information with organizations outside of my relationship with you that would use it to contact you about their own products or services.
I strive to protect your Personal Information: All employees, associated advisors, wholesale organizations and suppliers that are granted access to client records are required by law and regulation to keep this information protected and confidential and to use the information only for the identified purposes. Information that is no longer required for the intended original use will be destroyed. I've also established physical and system 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 me with reasonable notice) by contacting me. Withdrawing your consent may prevent me from providing you with requested products or services and may end our business relationship. I may occasionally use your Personal Information to advise you of products or services that may interest you or fit your personal circumstances. If you would rather not receive this type of communication, please advise me at any time.
Your right to complain: You have the right to complain confidentially to me, to the insurer and to the Privacy Commissioner of Canada, when necessary.
Advisor Name: Lissa-Marie Brossard
Phone: 514-618-8564
Address: 175 Michener, Chateauguay, Quebec J6J 2B3
Email: lbrossard@assuranceslmb.com