In the process of providing group retirement and individual financial planning services, clients may provide personal information that is essential to providing customized services.
Protecting this information is important to maintaining client trust and confidence. The federal privacy law, the Personal Information Protection and Electronic Documents Act (PIPEDA), and Alberta, British Columbia and Quebec provincial privacy laws govern the collection, use and disclosure of personal information.
TwinRock Financial Inc. takes privacy seriously and is responsible for personal information under its control and for taking appropriate steps to safeguard the personal and confidential information in its possession.
Please contact us if you have any questions, concerns, or requests related to privacy. All inquiries are forwarded to TwinRock Financial Inc.’s compliance officer, who will review and acknowledge requests within 24 hours.
If your question, concern or request is related to an insurance product, group retirement plan or registered portfolio manager, you are encouraged to notify that institution’s compliance officer as well. The contact information for that institution’s compliance officer is generally available on their website.