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Privacy Policy

Effective Date: April 16, 2023

 

Introduction

 

We are committed to protecting the privacy of our clients and website visitors. This Privacy Policy outlines how we collect, use, and disclose personal information in accordance with the privacy laws in Ontario and Canada, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

 

Collection of Personal Information

 

We collect personal information from our clients and website visitors for the purposes of providing insurance and financial services, responding to inquiries and requests, and complying with legal and regulatory requirements. The types of personal information we collect may include:

 

  • Name, address, email address, and phone number

  • Date of birth and Social Insurance Number

  • Financial information, such as income, assets, and liabilities

  • Health information, such as medical history and current health status

  • Employment information, such as job title and employer name

 

We collect personal information through various means, including:

 

  • In-person meetings, phone calls, and emails

  • Our website and online forms

  • Third-party sources, such as credit reporting agencies and medical professionals

 

Use of Personal Information

 

We use personal information to provide insurance and financial services, respond to inquiries and requests, and comply with legal and regulatory requirements. This includes:

 

  • Processing insurance applications and claims

  • Providing investment and financial planning advice

  • Communicating with clients and website visitors

  • Complying with legal and regulatory requirements, such as anti-money laundering and know-your-client rules

 

We may also use personal information for marketing and promotional purposes, such as sending newsletters and updates about our products and services. Clients and website visitors can opt-out of receiving marketing communications at any time by contacting us.

 

Disclosure of Personal Information

 

We may disclose personal information to third parties for the purposes of providing insurance and financial services, responding to inquiries and requests, and complying with legal and regulatory requirements. Third parties may include:

 

  • Insurance companies and underwriters

  • Investment advisors and fund managers

  • Medical professionals and healthcare providers

  • Regulators and government authorities

 

We may also disclose personal information to our service providers, such as IT and marketing vendors, for the purposes of carrying out our business operations. We require all third parties and service providers to protect personal information in accordance with our privacy policies and applicable privacy laws.

 

Security of Personal Information

 

We take reasonable measures to protect personal information from unauthorized access, use, and disclosure. This includes physical, organizational, and technological safeguards, such as password protection, encryption, and restricted access to personal information. We also require our employees and service providers to protect personal information in accordance with our privacy policies and applicable privacy laws.

 

Retention of Personal Information

 

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, or as required by applicable law or regulation. When personal information is no longer needed, we securely destroy or delete it in accordance with our retention policies and applicable privacy laws.

 

Access and Correction of Personal Information

 

Clients and website visitors have the right to access and correct their personal information in our possession. To request access or correction of personal information, please contact us using the information provided below. We may require verification of identity before providing access or making corrections.

 

Contact Us

 

If you have any questions or concerns about our privacy practices or this Privacy Policy, please contact us:

 

Get Insurance in Ontario

Scarborough, Ontario

647-514-2928

info@getinsuranceinontario.com

 

Changes to this Privacy Policy

 

We may update this Privacy Policy from time to time to reflect changes in our privacy practices or applicable privacy laws. The effective date of the revised Privacy Policy will be posted at the top of this page. We encourage clients and website visitors to review this Privacy Policy periodically for any changes or updates.

Contact Us

Address

Scarborough, Ontario

Canada

Contact

647-514-2928

Opening Hours

Mon - Fri

9:00 am – 5:00 pm

Saturday

10:00 am – 1:00 pm

Evenings by Appointment

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