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Privacy Policy

Our brokerage and the insurance industry have a proven track record of respecting your privacy rights and safeguarding your personal information. In compliance with federal legislation, we have further reinforced our commitment to privacy by informing you about why and how we collect, use, and disclose your personal information. You can trust that we will handle your personal information with the utmost care and only in a manner that is appropriate given the circumstances.

Personal Information Collection

Depending on the purpose for which we need to collect it, we may request the following personal information about you:

  • Basic information such as your name, address, telephone and fax numbers, email address, and date of birth
  • Details about your property, such as the value of your home and its contents
  • Employment information

We may obtain this information from:

  • You
  • Insurance companies
  • Other insurance brokers or agents
  • Credit organizations
  • Financial institutions
  • Medical professionals

Why Do We Collect Personal Information?

When you become a client or acquire/renew a product from us, we need to collect some of your personal information. Common reasons for collecting your personal information include:

  • Facilitating the acquisition or renewal of an insurance policy for you
  • Assisting you and assessing your ongoing insurance needs
  • Evaluating your need for other products, such as financial products, and offering them to you
  • Ensuring the accuracy and currency of your information
  • Protecting both you and us against errors or fraud

Who Do We Disclose Your Personal Information To?

For many of the purposes mentioned above, we may need to share your personal information with others to meet your needs. These other parties may include:

  • Insurance companies
  • Other insurance brokers or agents
  • Credit organizations
  • Professionals working with us, such as adjusters or lawyers
  • Financial institutions, such as the organization that holds your mortgage

How Do We Protect Your Personal Information?

To safeguard your personal information and privacy rights, we will:

  • Only collect, use, or disclose your personal information for the purposes identified to you
  • Retain your personal information only for as long as necessary to fulfill the stated purpose or as required by law
  • Maintain your personal information as accurately, completely, and up-to-date as possible
  • Employ security measures to protect your personal information to the best of our ability
  • Respond promptly to any requests you make to access or correct the personal information we hold about you
  • Obtain your consent for the collection, use, or disclosure of your personal information

Privacy in Internet Communication

As privacy in Internet communication cannot be guaranteed, we do not assume responsibility for any harm, loss, or damage that may occur due to the transmission of personal and confidential information.

Consent

By using this site, you consent to our privacy policy. If you do not agree, please refrain from using the site. We reserve the right, at our discretion, to update, change, modify, add, or remove this policy from time to time, as appropriate. Any changes will be published on the site in a timely manner.

Please feel free to contact us if you have any questions.

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