Purpose of this Privacy Policy
Logan Wealth Management Inc. (“LWM”, “we”, “our”, or “us”) has developed a Privacy Policy (the “Policy”) to inform you of our policies and procedures regarding the collection, use and disclosure of your personal information by your use of this website. By providing information to us through our website, you agree to be bound by the Policy. If you do not agree to the terms of the Policy, please do not use the website. The Policy may be updated from time to time at our sole discretion, without prior notice or liability to you and any other persons, and any updates will be posted to our Site. Because of this, when you use our webs sites, you should check the date of the Policy and review any changes since the last version.
Why We Collect Information
Our primary reason for collecting information is to provide and improve our website, its features and content and allow users to enjoy and easily navigate the website.
Types of Information We Collect and its Uses
While using our website, we may ask you to provide us with, or grant access to, or permission to obtain, certain personally identifiable information. This refers to information about you that can be used to identify you or contact you (“Personal Information”). For example, Personal Information may include information such as your name, phone number, email address and mailing address.
We may use your Personal Information to contact you by email with LWM electronic publications or other marketing material and announcements (collectively referred to as “communications”) that may be of interest to you. This will be done in accordance with your permission and with applicable laws. If you decide at any time that you no longer wish to receive such communications from us, please follow the unsubscribe instructions provided in the email communications you receive from us and we will remove you from our email mailing list.
When you use or visit our website, our servers automatically record information that your browser sends whenever you visit a website (the “Browser Data”). This Browser Data may include information such as your computer’s Internet Protocol (“IP”) address, pages of our website that you visit, the time spent on those pages, information you search for on our website, access times and dates and other statistical information. We use this information to monitor and analyze use of the website and for technical administration to enhance the functionality and user experience of our website.
Use of Cookies
Like many websites, we use “cookies” to collect information. A cookie is a small data file that we transfer to your computer’s hard drive for record-keeping purposes. Session ID cookies are used to enable certain features of our web site, to get a better understanding of how you interact with the web site and to monitor aggregate usage by LWM users and web traffic routing on the web site. Unlike persistent cookies, session ID cookies are deleted from your computer when you log off from the web site and then close your browser. By changing its options, you can instruct your browser to stop accepting cookies or to prompt you before accepting cookies from the website you visit. However, if you do not accept cookies, you may not be able to use all portions of the web site.
Other Ways to Contact Us
If you are concerned about the disclosing your information via the Internet and prefer not to use our website, you may contact us by telephone, fax, regular mail, or in person.
Global Data Management
We are a Canadian firm; however, our website can be accessed from countries around the world. By using the websites to provide Personal Information to us, users who access our website outside of Canada acknowledge and agree that Personal Information will be processed outside your country of residence. For individuals residing in the European Economic Area (“EEA”) with Personal Data subject to European data protection laws, we will take steps to ensure Personal Information is handled in accordance with the Global Data Protection Regulations (“GDPR”).
INFORMATION SHARING AND DISCLOSURE
Service Providers
We may employ third-party companies and individuals, in and/or outside of Canada, to facilitate and perform website-related services like maintenance services, web analytics and database management. Third-party service providers will only be granted access to your Personal Information to perform these services on our behalf and are contractually bound to safeguard and maintain the confidentiality of such information.
Compliance with the Law
LWM cooperates with government and law enforcement officials and private parties to enforce and comply with the law. We may disclose your Personal Information in response to a request from a government agency, regulatory body or legal authority if the law requires or permits us to do so. We may also disclose information when we believe it is necessary to detect, prevent and address fraud and other illegal activity, to protect ourselves, you and others including as part of an investigation, and to prevent death or imminent bodily harm.
Business Transfer
We may sell, transfer or share part or all of our assets, including your Personal Information, with another organization in connection with a merger, acquisition, reorganization or sale of assets or in the event of bankruptcy.
Changing or Deleting your Personal Information
You can review, update, correct or delete the Personal Information provided to us by contacting your portfolio manager at any time. LWM will retain an archived copy of your records as required by law or for legitimate audit or business purposes.
Security
LWM takes the security of your Personal Information very seriously however, that no method of transmission over the Internet, or method of electronic storage is 100% secure. We take appropriate measures to ensure that personal information is kept secure, including security measures to prevent personal data from being accidentally lost, or used or accessed in an unauthorised way. We limit access to your personal data to those who have a genuine business need to know it. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.
We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable regulator of a suspected data security breach where We are legally required to do so. We will make any legally required disclosures of any breach of the security, confidentiality or integrity of your Personal Information in the most expedient time possible and without unreasonable delay, taking into consideration the legitimate needs of law enforcement or any measures necessary to determine the scope of the breach and restoring the reasonable integrity of our data system.
The length of time we keep your personal information will vary depending on the product or service you require. We keep your information for as long as we reasonably need it for administrative, legal or reasonable business purposes. For these reasons, we keep your information beyond the end of your relationship with us, generally seven years. When your information is no longer required, we securely destroy it or delete personally identifiable information.
Privacy Questions
If you have any questions about this Privacy Policy please contact us by email, by phone, or by mail at:
Privacy Compliance Officer
Logan Wealth Management Inc.
10 Alcorn Avenue, Suite 303, Toronto, ON M4V 3A9
647-352-5100 or 1-855-352-5100
novlette.simpson@loganwealth.com