We collect information from you when you fill out a form.
When ordering or registering on our site, as appropriate, you may be asked to enter your: name, e-mail address, mailing address, phone number or social security number. You may, however, visit our site anonymously.What do we use your information for?
Any of the information we collect from you may be used in one of the following ways:
· To process transactions
Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested.
· To send periodic emails
The email address you provide for order processing, will only be used to send you information and updates pertaining to your order.How do we protect your information?
We offer the use of a secure server. All supplied sensitive/credit information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our Database to be only accessed by those authorized with special access rights to our systems, and are required to keep the information confidential.
Please also visit our Terms and Conditions section establishing the use, disclaimers, and limitations of liability governing the use of our website at http://www.cfsolutions.ca/termsYour Consent
Canadian Financial Solutions Inc.
Vaughan, Ontario, Canada
CFS Wealth Management Inc. is licensed for Investment, life and health insurance sales. CFS Wealth Management Inc. offer a full range of services including retirement planning, asset protection, and estate tax relief. CFS Wealth Management Inc. places its insurance business with the MGA Hub Financial Inc.File Handling
As your advisor, CFS Wealth Management Inc. will create and maintain a client file for you. This file contains personal information, which will be used to assess your financial situation, make product recommendations and offer continued service of your insurance and investment programs. Our client file will include documents such as copies of applications, including medical information, copies of client Identification, income tax returns and bank account information. Your information is shared only with those who have a legal and professional requirements to share in that information. CFS Wealth Management Inc. is committed to and our systems are designed to protect and secure your personal information.Confidentiality
CFS Wealth Management Inc. is obligated by professional conduct not to disclose any of your personal information to any third party without your written consent unless required to do so by law. We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in conducting our business, or servicing you which may include underwriters and insurers.
We may also release your information when we believe release is appropriate to comply with the law, enforce our regulatory policies, or protect ours or others rights, property, or safety.Contacting Us
CFS Wealth Management Inc.
105 West Beaver Creek Rd #3
Richmond Hill, Ontario L4B 1C6
This policy was last modified on November 10, 2016