CFS Wealth Management Inc.
Privacy Policy
About Us
CFS Wealth Management Inc. is licensed for Investment, life and health insurance sales.
CFS Wealth Management Inc. offers a full range of services including retirement planning, asset protection, and estate tax relief. CFS Wealth Management Inc. places its insurance business with MGA Hub Financial Inc.
File Handling
As your advisor, CFS Wealth Management Inc. will create and maintain a client file for you.
This file contains personal information, which will be used to assess your financial situation, make product recommendations and offer continued service of your insurance and investment programs. Our client file will include documents such as copies of applications, including medical information, copies of client Identification, income tax returns and bank account information. Your information is shared only with those who have a legal and professional requirement to share that information.
CFS Wealth Management Inc. is committed to and our systems are designed to protect and secure your personal information.
Confidentiality
CFS Wealth Management Inc. is obligated by professional conduct not to disclose any of your personal information to any third party without your written consent unless required to do so by law. We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in conducting our business or servicing you which may include underwriters and insurers.
We may also release your information when we believe release is appropriate to comply with the law, enforce our regulatory policies, or protect our or others’ rights, property, or safety.
Contacting Us
If there are any questions regarding this privacy policy you may contact us using the information below.
CFS Wealth Management Inc.
Head Office:
22 Kaia Crt
Maple, ON
L6A 4T9
Secondary:
9980 Dufferin St.
Box 20011
Maple ON
L6A4M4
Tel: 1.888.451.6133
Fax: 1.866.410.2675
Email: [email protected]