Privacy Policy

To comply with the Personal Information Protection and Electronic Documents Act (PIPEDA) there are specific rules Craig & Taylor follows for collecting, using and/or disclosing personal information in the course of business. Policies, procedures and safeguards have been put in place to ensure your personal information is protected and we have designated Compliance Officers who ensure that your files are kept in good order and that your personal information is maintained in your own file. The purpose of ‘sharing’ any of this information with other companies is to transact business on your behalf.

This may be in the form of a new application for Insurance, a GIC, a Segregated Fund or a Mutual Fund. The information required to complete any of those transactions may include but are not limited to your name, social insurance number, date of birth, address, telephone numbers, banking details, and an up to date disclosure of your financial affairs referred to as a ‘Know Your Client’ form to be signed, as well as retention of proof of identity such as copies of passport and/or driver’s license. You acknowledge and grant permission for us to share and provide information to these outside companies for the purpose of transacting business on your behalf. You acknowledge that information is also stored and shared in electronic format. In the case of couples, you acknowledge that information concerning investments held by either partner may be disclosed to both partners. You also acknowledge that should you ever request us to send you financial information by electronic means, we have your permission to comply with your request.

Your information may also be used in order to satisfy valid information requests from regulators and other organizations or individuals who are legally entitled to make such requests or who provide a legally valid search warrant. We will not sell customer lists, e-mail addresses, or information to others. Your personal information will be protected with appropriate safeguards and security measures, so if it is your wish for us to release information to other persons (for example your accountant) please place your request in writing.