Consulting Services

When you first become a client or whenever you acquire or renew a product from us, I need to collect some of your personal information. Common purposes for which we collect your personal information are to:

• Enable me to acquire or renew an insurance policy for you

• Assist you and assess your ongoing needs for insurance

• Assess your need for other products, such as financial products, and to offer them to you

• Ensure your information is accurate and up-to-date

• Protect us both against error or fraud

​

​

Who do I disclose your personal information to?

​

For many of the purposes identified above, we will need to share your personal information with others in order to serve your needs. These other parties commonly include:

• Insurance companies

• Other insurance brokers or agents

• Professionals working with us such as underwriters

​

​

How do I protect your personal information?

​

In order to protect your personal information and right to privacy, I will:

• Not collect, use or disclose your personal information for any purpose other than those that I identify to you.

• Keep your personal information only for as long as we need it to fulfill the stated purpose or as required by law.

• Maintain your personal information in as accurate, complete and up-to-date a form as possible.

• Safeguard your personal information to the best of our ability.

• Respond to any request you may make to access or correct the personal information I hold about you.

• Obtain the appropriate consent from you for the collection, use or disclosure of your personal information.

​

​