Investor Privacy Notice
As an organization that collects, uses and discloses personal information, Praxis Wealth Management 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. In complying with these laws, it is important that Praxis Wealth Management 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 Praxis Wealth Management, personal information will be collected in order to administer your 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 the administration of your account in a compliant and regulatory manner.
At times, Praxis Wealth Management may be required to provide this information to third parties in which you invest, self-regulatory organizations, securities regulators, law enforcement agencies and to companies that perform services on our behalf. These organizations, like Praxis Wealth Management are bound and must comply with the same federal/provincial privacy act(s). Praxis Wealth Management 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, Praxis Wealth Management will no longer be in a position to provide you with these services. Therefore, by maintaining your account with Praxis Wealth Management we will consider that you have consented to our collecting, using and disclosing your personal information.
Should you have any questions or concerns regarding the use of your personal information I encourage you to speak with Daniel Roy who is the designated Privacy Officer for Praxis Wealth Management. 613-440-2734 or via email at daniel@praxiswealth.ca.
