Benefits Plus / Personalized Investment Planning
not to meet but to exceed our clients' expectations

Privacy Policy

Protecting your right to privacy and confidentiality is important to us. In order to conduct business, we collect personal information in compliance with applicable Federal Laws and ethical business practices. We limit the information we collect to that which is necessary in the normal course of business to assess your financial and insurance needs.

Personal information may be collected for the following purposes: To complete new applications for contracts or policies or update & maintain current contracts or policies. To assess financial and insurance needs and communicate with you. To provide quotations. To protect against errors and/or fraud.

We will not share your personal information without your consent, except for the purposes for which it was collected, or as required or permitted by law.

Prior consent of the individual is required for the collection, use or disclosure of personal information, except for legal or security reasons.

We aim to keep our records of your personal information as accurate and current as is necessary to fulfill the purposes for which it is used.

Our personnel are bound to maintain your confidentiality and may not use the personal information for any unauthorized purpose. Your personal information is protected against unauthorized access and kept in a secure manner.

We will keep your personal information only as long as needed to satisfy the purposes for which it was collected or as required or permitted by law.

When necessary, all personal information will be discarded in a manner that ensures complete confidentiality.

Although we take the necessary precautions required for internet communications, we cannot guarantee the privacy of the internet for the communication of personal and confidential information.

If you have any questions or concerns regarding our Privacy Policy, please contact our office at:

Benefits Plus
Personalized Investment Planning Inc
1644 Highland Rd. W.
Unit #5  Kitchener, Ontario
N2N 3K7

Tel: 519-886-2707
Fax: 519-746-4775
Toll Free: 1-866-221-3377

 

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