The Wealthstack Scorecard

Our Privacy Policy and Commitment to Protecting Your Privacy

As our client, we respect your trust in us and want you to be aware of our commitment to protect the information you share in the course of doing business with us.

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 dispute 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 the following information: personal, non-personal, and medical. You share this information so that we may provide you with products and services that best meet your needs. 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; detect and prevent fraud; analyse business results; and act as required or authorized by law.

We Strive to Protect Your Personal Information

We do not sell client information to anyone. Nor do we share client information with organizations or individuals outside of our relationship with you. All advisors and support associates who are granted access to client records understand the need to keep this information protected and confidential.

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: Naresh Sharma. Withdrawing your consent may prevent us from providing you with requested products or services.