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As an organization
that collects, uses and discloses personal information, W.P.G. The
Wealth Planning Group Inc. is subject to the federal Personal
Information Protection and Electronic Document Act (or by similar
laws in the provinces of Alberta, British Columbia and Quebec),
effective January 1st, 2004. In complying with these laws, it is
important that W.P.G. The Wealth Planning Group Inc. provide you
with information so that you may fully understand the purposes for
which your personal information is collected.
Over the course of your relationship with W.P.G. The Wealth Planning Group Inc. and your representative, personal information will be collected in order to administer your account. This information typically includes your financial information and investment objectives, in addition to your current investments, banking information and your social insurance number. The purposes for which we collect, use and disclose your personal information are central to our being able to provide you with our services. Should you have objections to the collection and disclosure of your personal information, as listed in the foregoing, W.P.G. The Wealth Planning Group Inc. will no longer be in a position to provide you with these services. Therefore, by maintaining your account with W.P.G. The Wealth Planning Group Inc. we will consider that you have consented to our collecting, using and disclosing your personal information.
At times, W.P.G. The Wealth Planning Group Inc. may be required
to provide this information to self-regulatory organizations,
securities regulators, law enforcement agencies and to companies
that perform services on our behalf. These organizations, like
W.P.G. The Wealth Planning Group Inc. are bound and must comply
with the same federal/provincial privacy act(s). W.P.G. The Wealth
Planning Group Inc. does not disclose your information
to any other organization(s) to use for their own purposes and
in particular will never sell or trade your personal information.
If you wish to review or make changes to your personal information
you may do so by making a written request to Privacy Officer,
W.P.G. The Wealth Planning Group Inc.
Should you have any questions or concerns regarding the use of
your personal information we encourage you to speak with your
W.P.G. The Wealth Planning Group Inc. representative. Alternatively,
you may contact the designated Privacy Officer for W.P.G. The
Wealth Planning Group Inc.
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