As of January 1, 2004, organizations in Canada that collect, use or disclose personal information in the course of commercial activities must comply with the federal Personal Information Protection and Electronic Documents Act ("PIPEDA"). Similar legislation is, or soon will also be, enacted at the provincial level in British Columbia.
Not only do we feel strongly about the protection of your information, as required by legislation, we have in place policies and procedures to effectively safeguard confidential information.
Collection and Retention
It will be necessary to collect information about your personal, financial and health situations to provide you with products and services. We will collect only what is needed to conduct the agreed upon business. Only the information that is required will be shared with the companies that we work with to provide products and services to you. You can be assured that we will never knowingly share, sell or distribute any of your personal information to anyone or any company that does not require it to conduct said business. The companies that we deal with also have strict privacy policies in place.
While the retention of certain information is required by legislation and in order to continue our relationship, it will always be safeguarded while in our procession. As the retention of information is no longer required it will be permanently destroyed.
Updating and Access to your information
We will, with your knowledge, through personal meetings or perhaps on the telephone, also maintain accurate information by regularly updating your personal information. We will not solicit information via email or through the collection of data via this website.
You will never receive an email from us directing you to go to a website to update your information.
You have the right to view what information we have on file for you. Please contact me to arrange for a viewing time.
Should you have any questions in regards to these policies please do not hesitate to contact me.
Don Matier, CFP
Certified Financial Planner