Principal 1: Accountability
Lorne Steinberg Wealth Management Inc. take the collection and protection of your personal information very seriously. We do not distribute or sell your personal information.
Principal 2: Identifying purposes
Lorne Steinberg Wealth Management Inc. will advise you, in advance, as to the nature of the request for personal information and the method in which it will be used. We will notify clients before using personal information for any purpose not identified at the time of collection.
Principal 3: Consent
Your express consent is required before any information is collected, used or disclosed. Clients may withdraw their consent, at any time, with written notice.
Principal 4: Limiting Collection
We will limit the collection of information to that which is necessary to properly service your accounts.
Principal 5: Limiting Use, Disclosure, Retention
We will only use or disclose your personal information, with your consent, as required for the outlined purposes or where required by law. We will only retain your personal information for the length of time legally required to do so.
Principal 6: Accuracy
We endeavor to ensure the personal information is accurate, complete and up-to-date as is necessary for that which it is to be used.
Principal 7: Safeguards
All personal information is securely protected commensurate with the sensitivity of the information held.
Principal 8: Openness
Upon request, clients may receive information related to our policies and procedures related to the management of personal information.
Principal 9: Individual Access
Upon request, clients are informed as to the existence, use and disclosure of their personal information and will be given access to it. Clients are given the opportunity to verify the accuracy of their personal information held and may request that the information be updated accordingly.
Principal 10: Challenging Compliance
If, at any time, you have any questions or concerns about Lorne Steinberg Wealth Management Inc. use of your personal information, please do not hesitate to contact the Privacy Officer at:
Lorne Steinberg Wealth Management Inc.
c/o Privacy Officer
1000 de la Gauchetiere Street West, Suite 3310