Personal information is information about an individual and includes, but is not limited to, health and financial information. In these guidelines the term information means personal information. All employees and other persons and organizations who act for, or on behalf of, the company are required to comply with these privacy guidelines.
Access to information is restricted to employees and other persons and organizations who act for, or on behalf of, the company, who need the information in order to provide services to clients. The terms "we" or "us" refer to Strategic Wealth Planning.
We identify the purposes for which we collect information either before or at the time of collection and we are responsible for information in our control.
We collect, use and disclose information only with the consent of the individual, or as otherwise allowed by law. Consent to the collection, use or disclosure of information may be express or implied, as appropriate. Individuals may withdraw their consent at ant time, subject to legal or contractual restrictions and considerations.
We only collect information that is necessary for the purposes identified. Information is collected directly from the individual and may, with consent or as otherwise allowed by law, be collected from other sources.
Information is not, without consent, used or disclosed to a third party for any purpose other than that for which it was collected, unless required or allowed by law. This may include use or disclosure in order to protect our interests in civil proceedings and in proceedings involving criminal activity, fraud or misrepresentation.
Information is retained only as long as necessary to fulfill the identified purpose or as otherwise required or allowed by law.
We use reasonable efforts to ensure that information is accurate and complete for the purposes for which it isto be used.
We protect the security and confidentiality of information with safeguards appropriate to the sensitivity of the information.
Upon written request to the president of the company, we will provide a copy of these guidelines and respond to inquiries about our practices relating to information.
An individual may request to be informed of the existence, use and disclosure of information pertaining to him or her. We will provide appropriate access to such information that we hold. If we determine not to provide access to information we will provide an explanation. Individuals may request the correction of information we hold about them, and if we find that what we have is incorrect, we will correct it.
Any concern, inquiry or request related to privacy should be made in writing. Send or email to:
Glen J. Furlong, President
Strategic Wealth Planning
239 Brownlow Avenue, Suite 204
Dartmouth, NS B3B 2B2