Policies Statement
Our Privacy Policy and Commitment to Protecting your Privacy
Your Rights as They Pertain to Your 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 handle your information reasonably and to not
use it for
any other purpose other than the one to which you consented.
You have the right to know who in an organization is responsible for protecting your
information.
You have the right to expect an organization to protect your information from unauthorized
disclosure.
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 and
when no longer
required for the 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, we collect three types of information: personal,
non-personal and anonymous. You share this information so that we may provide you with services that best
meet your needs. We assume your consent for our firm to use this information in an appropriate manner. We
may use and disclose this information in order to:
Communicate with you in a timely and efficient
manner. Assess your application for investment,
insurance and other services. Evaluate claims and underwriting risks when
required. Detect and prevent fraud. Analyse business results. Act as required or authorized by law.
What We Will NOT Do With Your Information We do not sell client information to anyone. Nor do we share client
information with organizations outside of our relationship with you that would use it to contact you about
their own products or services.
We Strive to Protect Your Personal Information All employees, associated advisors and suppliers who are granted access to
client records understand the need to keep this information protected and confidential. They know they are
to use the information only for the purposes intended. This expectation is clearly communicated. We’ve 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 services. We may occasionally use
your personal information to advise you of 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 inform LaRocque
Wealth Solutions Inc.
LaRocque Wealth Solutions Inc.
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