Pereux Financial

Pereux Financial

Client Privacy Policy Statement

I have always maintained the highest standards of privacy and confidentiality in my dealings with client information. While this statement is a product of new Federal regulations, your information has always been secure here.

Protection Accountability - I am responsible for the private personal information I receive from my clients and abide by the principles of the Federal Personal Information Protection and Electronic Documents Act (PIPEDA) in safeguarding that information in hard copy and computer documents. Any employees I have also understand and abide by these rules.

Collection Purposes - Any and all personal, corporate, financial and related information is collected and kept solely for the purpose of providing the best possible advice I can and to ensure that any products or services you wish to purchase through me are done so quickly and correctly. Financial product purchases require that I confidentially convey your information to supplier companies though their wholesale organizations. I only collect and keep information that helps me formulate the best advice I can. This information may not be limited to financial information because there are many factors in my recommendations. With your consent, I may share this information with my associates to get you help in areas outside of my expertise.

Prior Consent - The nature of my work means I must receive and retain a lot of personal information about my clients. I use this information to make judgments about your situation and the best possible solutions to any problems you might have. If I don't, I simply cannot make good recommendations. By being a client, you agree to give me this information and allow me to retain it in my paper and electronic files for as long as you wish me to be your advisor.

Information Accuracy - Accurate information means more accurate recommendations so I must have accurate information. You are welcome to check on that information anytime you wish. I will also update the information regularly to ensure I'm making decisions and recommendations about your situation based on the right information.

Safeguards - All the written information I receive from you is either in secure filing cabinets or in password protected computer files. Any computer files stored off site are encrypted or locked. Old files that are discarded are shredded or otherwise completely destroyed. Any staff I have understands the sensitivity of this information and the importance to protect it.

Questions or Concerns - You may contact me or our Privacy Officer at anytime by telephone, fax, email or letter at the address shown on this page about your files with us and make whatever changes you desire. You may review the actual PIPEDA on the Internet at www.privcom.gc.ca. If you have any concerns about our procedures we will investigate and provide you with a response within 30 days.

Sincerely,

Rene R. Pereux, CLU, CH.F.C., C.F.P.

 

Our Privacy Officer is:

Nancy Arundel
Pereux Financial Services Inc.
1420 - 363 Broadway, Winnipeg, MB R3C 3N9
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Tel No. (204) 943-8425 (ext. 518)
Fax No. (204) 253-5105