Client Privacy Statement
As an organization that collects, uses and discloses personal information, Independent Financial Concepts Inc. is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia and Quebec), effective January 1st, 2004. In complying with these laws, it is important that Independent Financial Concepts Inc. provide you with information so that you may fully understand the purposes for which your personal information is collected.
Over the course of your relationship with Independent Financial Concepts Inc., personal information will be collected in order to administer your account. This information allows for but is not limited to the preparation of taxes and the purchasing of insurance on your behalf, in addition to providing you with reporting and the administration of your account in a compliant and regulatory manner.
At times, Independent Financial Concepts Inc. may be required to provide this information to Canada Revenue Agency, insurance companies, self-regulatory organizations, law enforcement agencies and to companies that perform services on our behalf. These organizations, like Independent Financial Concepts Inc. are bound and must comply with the same federal/provincial privacy act(s). Independent Financial Concepts Inc. does not disclose your information to any other organization(s) to use for their own purposes and in particular will never sell or trade your personal information.
The purposes for which we collect, use and disclose your personal information are central to our being able to provide you with our services. Should you have objections to the collection and disclosure of your personal information, as listed in the foregoing, Independent Financial Concepts Inc. will no longer be in a position to provide you with these services. Therefore, by requesting services from Independent Financial Concepts Inc., we will consider that you have consented to our collecting, using and disclosing your personal information.
Should you have any questions or concerns regarding the use of your personal information we encourage you to speak with Gord Hunte.