Planmar Financial has always understood the importance of confidentiality. At the same time, as a financial solutions provider, the collection of personal client information is fundamental to our business.
We will only ask for personal information when it is necessary to determine appropriate financial solutions, and to comply with federal and provincial legislation.
This information will never will be shared with other parties without your consent; unless it pertains to our product suppliers, or government and self-regulatory agencies and authorities where required by applicable legislation.
Your consent is indicated by a signature on our Account Disclosure Document, which includes a privacy policy disclosure.
A complete copy of Planmar Financial's Privacy Policy is available online. To request a copy of the information contained in your file, please contact either your advisor or our office.
Activities including but not limited to insurance, insurance planning, financial planning, tax planning, estate planning and tax preparation services may be undertaken by agents of Planmar Financial Corp., but are neither the business nor the responsibility of Planmar Financial Corp. Insurance products will be provided through Planmar Insurance & Tax Services Corp.