Privacy Policy
Effective Date: [Insert Date]
Legacy WealthBuilder Solutions Inc. ("we," "our," or "us") is committed to protecting the privacy and confidentiality of our clients’ personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information in compliance with Canada’s privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).
1. Information We Collect
We collect personal information in the course of providing financial and insurance services, including:
Full name, address, email, and phone number
Date of birth and Social Insurance Number (where required)
Financial information (income, assets, liabilities)
Insurance and investment details
Employment and health history (for insurance applications)
Any other information necessary to deliver customized financial solutions
2. How We Use Your Information
We use your personal information to:
Provide financial and insurance advice and solutions
Process applications with insurance and investment providers
Communicate with you about your plans, policies, and services
Comply with legal and regulatory obligations
Improve our services and customer experience
3. Sharing of Information
We may share your personal information with:
Insurance companies, investment firms, and financial institutions we represent (80+ providers)
Regulatory bodies or authorities, as required by law
Third-party service providers who assist us with administrative and IT support
We do not sell or rent your personal information to any third parties.
4. Consent
By engaging with Legacy WealthBuilder Solutions Inc., you consent to the collection, use, and disclosure of your personal information as described in this policy. You may withdraw your consent at any time, subject to legal or contractual restrictions.
5. Safeguarding Your Information
We implement appropriate physical, technical, and administrative safeguards to protect your information from unauthorized access, use, or disclosure.
6. Your Rights
You have the right to:
Access your personal information
Correct inaccuracies in your data
Withdraw consent to the use of your information
Request deletion of your data (where applicable)
To exercise these rights, please contact us at:
📧 Email: admin@legacywbsolutions.info
📍 Address: Mississauga, Onttario