In the course of providing my services, Imay want to provide you with some product opportunities or industry updates which may benefit you or enhance your insurance and/or financial health.
As of July 1, 2014, Canada has anti-spam law (CASL) which reduces my ability to send you commercial electronic messages. This law requires your consent in order for me to communicate with you by electronic messaging and social media including but not limited to: email, text messaging and imessage. In addition Canada also has Do Not Call legislation regulating telephone communications.
In order for meto contact you with valuable information, please complete the attached form and provide it to me so that I may contact you through the Telephone and via electronic means.
Your advisor is required to obtain your consent in order to use your personal information under the Personal Information Protection and Electronic Documents Act (PIPEDA). The Act covers the collection, use or disclosure of personal information. This information has been collected to assist in reviewing and advising you of current…
This document deals specifically about the data generated and collected by this website instance. The handling of data as specified below may not apply to the same or similar data collected outside of this instance (e.g. on a paper form) in the course of our relationship with you. Who we…
When considering the purchase of life insurance, living benefits, investment, or banking products, it is important to have an understanding of the product and how it meets your needs. In addition, it is important to know the company which is offering/supplying the product or service as well as the advisor…