Advisor Privacy Statement and Customer Consent Form

My commitment to protecting your privacy: We comply with the federal Personal Information and Electronic Documents Act (PIPEDA and applicable provincial privacy laws). We maintain the highest standards of confidentiality to ensure the protection of your personal information (PI). We also adhere to the Canadian Anti-Spam Legislation and Regulations (CASL) and will only communicate electronically with your consent.

Accountability: We are responsible for the PI that We receive from you. We will safeguard that information in whatever form it is held.

How We collect, use, share, disclose and retain your information: We collect all personal, corporate, financial and related information with your consent and use and retain it solely for the purposes of providing advice and to ensure that any products or services you purchase through us are provided quickly and correctly. We confidentially convey your PI to insurers through wholesale organizations known as Managing General Agencies (“MGAs”), BridgeForce Financial Group Inc., who are contracted to provide sales support, as well as any third party service providers that the MGA may engage to assist in the provision of the sales support. We only collect and keep information that helps us formulate advice, including personal, financial and health information. With your consent, We may share this information with others to get you help in areas outside of my areas of expertise. We are required to retain much of the information We collect for regulatory reasons including demonstrating that the recommendations We make are suitable and address your identified needs.

Consent: We use your PI information to identify products, concepts and services to address needs you have identified. By signing this form, you agree:

  • to provide accurate information throughout our business relationship as your circumstances change,
  • to allow us to use, share and disclose this information on an as-needed basis with my suppliers, associates and wholesale organizations, which may retain some information on file for future use and reference by us, my suppliers and any assignees,
  • to allow us to retain your PI, including health information housed on your applications, in my records for as long as We are your advisor or We have a business or regulatory need to retain the information and
  • to the assignment of your file, including your PI, to another agent and/or MGA, to continue to service your needs, in the event that We become incapacitated, die or retire. However, you will have the right to choose your own agent at that time, should you not agree to the assignment.

Accuracy of information: In order to make appropriate recommendations, We must receive accurate information. You may review the PI We retain about you upon request. We will attempt to update the PI We hold in my records to determine whether the recommendations We made are still appropriate in light of changes in your circumstances. We also rely on you to provide regular updates to us.

What We will NOT do with your information: We do not sell your PI to anyone nor do We share your PI with organizations outside of my relationship with you that would use it to contact you about their own products or services.

We strive to protect your PI: All employees, associated advisors, wholesale organizations and suppliers that are granted access to client records are required by law and regulation to keep this information protected and confidential and to use the information only for the purposes identified. Information that is no longer required for the intended original purpose will be destroyed. 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 with reasonable notice) by contacting us. Withdrawing your consent may prevent us from providing you with requested products or services and may end our business relationship. We may occasionally use your PI to advise you of products or services that may interest you or fit your personal circumstances. If you would rather not receive this type of communication, please advise us at any time.

Your right to complain: You have the right to complain confidentially to us, to the insurer and to the Privacy Commissioner of Canada if need be.

How to contact us:

Jeffery Romansky
2443353 Ontario Inc o/a SecurePlan
264 Welland Ave., Unit 2-We
St. Catharines, On L2R 2P8