Privacy Policy

We may collect the following types of personal information:

• Contact Information: Name, address, email, phone number
• Financial Information: Income, assets, debts, credit history (for mortgage and insurance applications)
• Identification: Date of birth, social insurance number (when required for applications)
• Health Information: Medical history (for insurance applications only)
• Employment Information: Employer details, occupation, employment history

We use your personal information to:

• Process mortgage, insurance, and investment applications
• Provide financial advice and recommendations
• Communicate with you about your accounts and services
• Comply with legal and regulatory requirements
• Send you newsletters and marketing communications (with your consent)
• Improve our services and website experience

We may share your information with:

• Lenders and Insurers: To process your applications
• Regulatory Bodies: As required by law (e.g., FSRA, provincial regulators)
• Service Providers: Who assist us in operating our business
• Credit Bureaus: For credit verification purposes

We do not sell your personal information to third parties.

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Secure encrypted connections (SSL/TLS) for all data transmission
• Restricted access to personal information on a need-to-know basis
• Regular security assessments and updates
• Secure storage of physical documents

You have the right to:

• Access your personal information we hold
• Request correction of inaccurate information
• Withdraw consent for marketing communications
• Request deletion of your information (subject to legal requirements)
• File a complaint with the relevant privacy commissioner

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us: