1-888-451-6133 [email protected]

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. offer a full range of services including retirement planning, asset protection, and estate tax relief. CFS Wealth Management Inc. places its insurance business with the 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 requirements to share in 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 ours 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.
105 West Beaver Creek Rd #3
Richmond Hill, Ontario L4B 1C6
[email protected]

CFS Wealth Management works with Canada’s most trusted financial institutions.
About Us

Confidently invest in your future with CFS Wealth Management. We bring together a team of experts professionals, who each provide a unique and proven approach. At CFS Wealth Management Inc. we proudly offer proven financial strategies to create, build, protect and transfer your wealth.

Products
Head Office
114 Rumsey Rd.,
Maple Ontario
L6A0W7
Monday-Friday: 9AM-5PM
Tel: 1.888.451.6133
Email: [email protected]
Questions?
Contact us today and begin the process of unlocking your former employer pension plan today!
About Us

Confidently invest in your future with CFS Wealth Management. We bring together a team of experts professionals, who each provide a unique and proven approach. At CFS Wealth Management Inc. we proudly offer proven financial strategies to create, build, protect and transfer your wealth.

Head Office
114 Rumsey Rd.,
Maple Ontario
L6A0W7

Secondary
9980 Dufferin Ave
Box 20011
Maple ON
L6A4M4

Tel: 1.888.451.6133
Fax: 1.866.410.2675
Email: [email protected]

Mon-Fri: 8AM - 6PM

Questions?
Contact us today and begin the process of unlocking your former employer pension plan today!
© Copyright 2020 CFS WEALTH MANAGEMENT INC. | Website Design by Bryka.com | Privacy Policy
Individual results will vary. CFS Wealth does not provide legal advice or offer credit repair services. If you require legal advice, you will need to consult with a licensed attorney. Individual results are highly dependent on successfully following our program and your ability to save money. Growth estimates are examples of past performance and are not intended to be a guarantee of future results. Results will vary based on individual circumstances. Please read and understand all contract terms prior to your enrollment. All testimonials, program descriptions and BBB Accreditation’s are related to or provided by our third party affiliates. Names and pictures associated with client testimonials are not real in order to protect the privacy of all clients. Information from third parties is not verified or guaranteed by CFS Wealth.