INTRODUCTION
Levantage (“we” or “us”) values the privacy of visitors to its website. This privacy policy is effective April 15, 2024; it summarizes what information we might collect from a registered user or other visitor (“you”), and what we will and will not do with it.
Levantage values your business and we thank you for your confidence in choosing our firm as your source of advice and product. As our client, you trust us with your personal information. We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us.
YOUR RIGHTS AS THEY PERTAIN TO YOUR PERSONAL INFORMATION
- You have the right to know why an organization collects, uses or discloses your personal information.
- You have the right to expect an organization to handle your information reasonably and to not use it for any other purpose other than the one to which you consented.
- You have the right to know who in an organization is responsible for protecting your information
- You have the right to expect an organization to protect your information from unauthorized disclosure.
- You have the right to inspect the information an organization holds about you and make sure it is accurate, complete and current.
- You have the right to expect an organization to destroy your information when requested or when no longer required for the intended original purpose.
- You have the right to confidentially from an organization about how it handles your information and to the Privacy Commissioner of Canada if need be.
HOW WE COLLECT, USE AND DISCLOSE YOUR INFORMATION
When you do business with us, you share personal information so that we may provide you with products and services that best meet your needs. We assume your consent allows our firm to use this information in an appropriate manner. We may use and disclose this information in order to:
- Assess your application for investment, insurance and other services available to you by our firm
- Evaluate claims and underwriting risks when required
- Detect and prevent fraud
- Analyze business results
- Act as required or authorized by law
WHAT WE WILL NOT DO WITH YOUR INFORMATION
We do not sell client information to anyone; nor do we share client information with organizations outside of our relationship with you.
PROTECTING YOUR PERSONAL INFORMATION
All employees, associated advisors and suppliers who are granted access to client records understand the need to keep this information protected and confidential. They know they are to use the information only for the purpose intended. This expectation is clearly communicated. We’ve also established physical and systems safeguards, along with proper processes, to protect client information from unauthorized access or use.
COOKIES
Levantage uses “cookies” to store personal data on your computer. We may also link information stored on your computer in cookies with personal data about specific individuals stored on our servers. If you set up your Web browser (for example, Internet Explorer or Firefox) so that cookies are not allowed, you might not be able to use some or all of the features of our Web site(s).
QUESTIONS OR COMMENTS?
If you have questions or comments about this privacy policy, please contact us by email or through our contact us page.