Laird Financial Services Group Inc.

Privacy Policy

Privacy Policy

Our Commitment to Privacy
Protecting your privacy and the confidentiality of your personal information has always been fundamental to the way we do business with you within Laird Financial Services Group Inc., whether over the Internet, on the telephone or at our office. This Privacy Policy informs you of our policy on privacy, and tells you about the ways we ensure that your privacy and the confidentiality of your information are protected.Collecting and Using Information
Either before or when we collect information about you, we will explain how we intend to use it. We will limit the information we collect to what we need for those purposes, and we will use it only for those purposes.

Releasing Information
Under no circumstances do we sell customer lists or information to others.

Protecting Your Information
We will protect your information with appropriate safeguards and security measures. We have thorough security standards to protect our systems and your information against unauthorized access and use. Only authorized Laird Financial Services Group Inc. representatives, who are trained in the proper handling of customer information, have access to customer information. Anyone who breaches our Privacy Policy will be subject to our standard disciplinary process. All our suppliers and agents, as part of their contracts with the Laird Financial Services Group Inc., are bound to maintain your confidentiality and may not use the information for any unauthorized purpose. We retain your information only as long as it is required for the reasons it was collected. We may use your email address to send you information about products or services of Laird Financial Services Group Inc. that we believe may be of interest to you. If you do not want us to contact you
with product information by email, you may tell us so at any time. If you have asked us to put you on an email mailing list to provide you with certain information on a regular basis, or we send you information about our products and services by email, you may ask us to remove you from the list at any time. You can help by keeping us informed of any changes such as if you move or change telephone numbers. If you find any errors in our information about you, let us know and we will make the corrections immediately and make sure they are conveyed to anyone we may have misinformed. For information that remains
in dispute, we will note your opinion in the file.

Providing Information Access and Accuracy
We will give you access to the information we have about you. We will make every reasonable effort to keep your information accurate and up-to-date. If you require other information, simply contact our office. We will ask you for specific details in order to effectively retrieve the information. We will respond to your request within 15 days. Please note that we may not be able to provide information about you
from our records which contains references to other persons which is subject to legal privilege, contains confidential information proprietary to Laird Financial Services Group Inc., relates to an investigation of a breach of agreement or contravention of laws, or cannot be disclosed for other legal reasons.

Respecting & Responding to Your Privacy Concerns
We will explain your options of refusing or withdrawing consent to the collection, use or release of your information, and we will record and respect your choices. In most cases you are free to refuse or withdraw your consent at any time. You may do so by contacting our Privacy Director by calling 1-250-888-8416 directly. Our staff will be pleased to explain your options and any consequences of refusing or with-drawing your consent, and record your options. If you don’t want us to contact you with product and service information, you can tell us so at any time. If you have any concerns or questions about privacy and confidentiality – or any concerns about the way a request for information was handled – you can contact Aleita Laird directly by email or phone:

Aleita E. Laird, CHS EPC
Financial Security Advisor
Tel 250.888.8416 Fax 250.658.4157
Toll Free 1.866.658.4147
4686 Scottswood Place
Victoria, BC V8Y 2X9

Jonathan Laird
Financial Security Advisor
Managing Partner
Tel 250 868.7266 Fax 250.862.3112
Unit 10-980 Dilworth Drive
Kelowna, BC V1V 1S6