Our Privacy Policy and Commitment to Protecting Your Information
Invest-Financial values your trust and appreciates your confidence in choosing our firm for financial advice and services. As our client, you entrust us with your personal information, and we take this responsibility seriously. We are committed to safeguarding the information you share with us.
Your Rights Regarding Your Personal Information
As a client of Invest-Financial, you have the following rights concerning your personal information:
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Transparency: You have the right to know why we collect, use, or disclose your personal information.
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Reasonable Use: You can expect us to handle your information responsibly and only for the purposes to which you have consented.
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Accountability: You have the right to know who within our organization is responsible for protecting your information.
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Security: You can expect us to safeguard your information from unauthorized access or disclosure.
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Accuracy: You have the right to review the information we hold about you and ensure it is accurate, complete, and up-to-date.
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Erasure: You can request that we destroy your information when it is no longer required for the original intended purpose or upon your request.
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Accountability: You have the right to seek clarification from us about how we handle your information and, if necessary, to contact the Privacy Commissioner of Canada.
How We Collect, Use, and Disclose Your Information
When you work with Invest-Financial, you may share personal information that enables us to provide products and services tailored to your needs. Your consent allows us to handle this information appropriately. We may use and disclose your information to:
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Communicate with you promptly and efficiently.
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Assess applications for investments, insurance, and other services offered by our firm.
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Evaluate claims and manage underwriting risks when required.
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Detect and prevent fraud.
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Analyze business outcomes.
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Fulfill legal and regulatory obligations.
What We Will NOT Do with Your Information
At Invest-Financial, we do not sell your information or share it with external organizations beyond the scope of our relationship with you.
Our Commitment to Protecting Your Personal Information
We are dedicated to maintaining the confidentiality of your personal information. All employees, affiliated advisors, and suppliers with access to client records are trained to use this information exclusively for its intended purpose. We communicate these expectations clearly and implement strict safeguards, including:
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Physical security measures.
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System protections.
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Robust processes to prevent unauthorized access or misuse.
At Invest-Financial, protecting your privacy is not just a commitment—it’s our priority.
Website Terms of Use
By accessing and using this website, all users agree to comply with the following terms of use. These terms apply to all content, products, and services contained within this website.
1. Responsibility of Contributors
If you contribute any content to this website, you accept full responsibility for the content and will be held liable for any harm that results from its use. Any content (text, images, graphics, etc.) contributed to this website must not:
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Infringe upon the proprietary rights of a third party.
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Contain any viruses or other destructive elements.
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Be spam or unwanted commercial content.
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Contain offensive material.
2. Responsibility of Visitors
Visitors to this website are responsible for exercising caution when reviewing, using, or downloading material. The material on this site has not been, and cannot be, fully reviewed; therefore, Invest-Financial disclaims any responsibility for the content’s accuracy, use, effects, or any harm or loss that may result from its use.
3. Content Posted on Other Websites
Invest-Financial is not responsible for content found on or accessed through links to other websites. We have not reviewed or endorsed the material on external sites and disclaim any responsibility for harm or loss resulting from their use.
4. Copyright Infringement
We ask that you respect the intellectual property rights of our website, Invest-Financial, and those of others. Visitors repeatedly infringing copyrights will have their access to this site revoked. If you notice material on this website that violates intellectual property rights, please notify us immediately so appropriate action can be taken.
5. Intellectual Property
Using this website does not grant you permission to reproduce or use any trademarks, service marks, graphics, or logos representing Invest-Financial or any third parties.
6. Termination
We reserve the right to terminate your access to all or any part of this website at any time, with or without cause, and with or without notice.
7. Disclaimer of Warranties
This website disclaims all warranties that its content will be error-free or that access will be uninterrupted, continuous, or unlimited. Visitors use, download, or obtain services from this website at their own discretion and risk.
8. Limitation of Liability
In no event will Invest-Financial be liable, under any legal theory, for any loss, damages, costs, or harm of any kind related to the subject matter of this agreement.
9. General Representation
By using this website, you agree to comply fully with this agreement, the privacy policy, and all applicable laws and regulations.
10. Indemnification
You agree to indemnify and hold harmless Invest-Financial, its staff, and representatives from and against any claims and expenses, including attorney fees, arising out of your use of this website or your violation of this agreement.
11. Miscellaneous
By using this website, you agree to the terms outlined in this agreement. Invest-Financial reserves the right to modify or update these terms at any time. This website and its terms will be governed by the laws of the Province of Ontario, Canada. If any part of this agreement is deemed invalid, it will be construed to reflect the original intent of the parties, while the remaining provisions will remain in full force.