Investor Privacy Notice
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As an organization that collects, uses and discloses personal information, Dental Wealth is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia and Quebec), effective January 1st, 2004.
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In complying with these laws, it is important that Dental Wealth provide you with information so that you may fully understand the purposes for which your personal information is collected. Over the course of your relationship with Dental Wealth and your
Investment funds advisor, personal information will be collected in order to administer your
mutual fund account. This information typically includes your financial information and investment objectives, in addition to your current investments, banking information and your social insurance number. This information allows for but is not limited to the buying and selling of mutual funds on your behalf, in addition to providing you with reporting and the administration of your account in a compliant and regulatory manner.
At times, Dental Wealth may be required to provide this information to mutual fund companies in which you invest, self-regulatory organizations, securities regulators, and law enforcement agencies.
Dental Wealth does not disclose your information to any other organization(s) to use for their own purposes and in particular will never sell or trade your personal information.
The purposes for which we collect, use and disclose your personal information are central to our being able to provide you with our services. Should you have objections to the collection and disclosure of your personal information, as listed in the foregoing, Dental Wealth will no longer be in a position to provide you with these services. Therefore, by maintaining your account with Dental Wealth we will consider that you have consented to our collecting, using and disclosing your personal information.
If you wish to review or make changes to your personal information you may do so by making a written request to firstname.lastname@example.org, or via mail at 701 Rossland Road East, Suite 446, Whitby, ON. L1N 9K3.
Should you have any questions or concerns regarding the use of your personal information?
We encourage you to speak with the designated Privacy Officer for Dental Wealth, 701 Rossland Road East, suite 446, Whitby, ON., L1N 9K3, via fax at (905) 231 2119 or via email at email@example.com