disclosures and representations
We do not disclose any non-public personal information about any visitor’s non-affiliated parties, except as directed by visitors, as necessary in order to service a need, or as required by law. Your information is used by us or our service providers primarily to help you learn about index investing and will be forwarded only to third parties that you request or authorize. In the normal course of serving visitors, information we collect may be disclosed to Certified Broker/Dealers which you request for continuance of your index plan. The organizations that receive client information receive only the information necessary to carry out their assigned responsibilities, are authorized to use that information only for the services required, and are not permitted to further disclose or use this information for any other purpose.
We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted by law (for example, to cooperate with regulators or law enforcement authorities, such as responding to a subpoena or other legal process, or to protect accounts from fraud), or to resolve client disputes.
We do not sell client information—whether it is your personal information or the fact that you are a Risk Survey participant—to anyone.
Access to participants' non-public personal information is restricted to employees who need to access that information to provide educational services. To guard participants' non-public personal information, we have imposed physical, electronic, and procedural safeguards to guard non-public personal information.
For questions concerning this policy, to seek access to and review your personal information held by us, or for further information regarding our privacy practices, please contact us by writing to: Privacy Officer c/o Canadian Great Advisors Inc. Suite “C” 300 Giles Blvd. East, Windsor, Ontario, Canada N9A 4C4.
Canadian Great Advisors is committed to safeguarding your privacy online. Please be aware that websites that have links to our site or sites to which we have links may collect personally identifiable information about you. The information practices of those websites are not covered by this privacy statement. We may send you email notifications of pertinent information, such as an electronic newsletter. If you do not wish to receive such information, you may opt out by replying to any unwanted emails or by postal mail to Canadian Great Advisors Inc. Suite “C” 300 Giles Blvd. East, Windsor, Ontario, Canada N9A 4C4.