Aligned Capital Partners Inc. (“ACPI”) values your business and we thank you for your confidence in choosing our firm as your source of advice and products. As our client, you trust us with your personal information. We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us. As an organization that collects, uses and discloses personal information, ACPI 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). In complying with these laws, it is important that ACPI provide you with information so that you may fully understand the purposes for which your personal information is collected.
Your consent is required before we may provide your information to any third parties. The consent that you provide to ACPI with regard to collection, use, and disclosure of your personal information may be canceled at any time by providing written notice to ACPI (subject to legal or contractual obligations and on providing us with reasonable notice) by contacting our Privacy Officer. Please be aware that the purposes for which we collect, use, and disclose your personal information are central to our being able to provide you with our services. By withdrawing your consent, ACPI will no longer be in a position to provide you with the requested products and services. Therefore, by maintaining your account with ACPI, you are providing consent to our collecting, using, and disclosing your personal information, as set out in this agreement.ACPI does not require your consent to the collection, use, and disclosure of your personal information:
When you do business with us, we collect three types of information: personal, non-personal, and anonymous. We will obtain personal information about you, which we will keep on file in accordance with industry regulations. Only authorized individuals and entities have access to this information. We assume your consent for our firm to use this information in an appropriate manner. We may use and disclose this information in order to:
If you are an individual, ACPI may collect, use and disclose your Social Insurance Number (SIN) for income tax reporting purposes. ACPI may, from time to time, disclose your personal information to external sources, such as credit agencies, other financial institutions, insurance companies, mutual fund companies in which you invest, and other parties who provide services to ACPI. ACPI may also rely on external sources to collect personal information about you.
ACPI does not disclose your information to any other organization to use for their own purposes. We do not sell client information to or trade client information with anyone; nor do we share client information with organizations outside of our relationship with you that would use it to contact you about their own products or services.
You may review the information you have provided to ACPI and make corrections to it. We may request that you provide corrections in writing. You may address corrections, questions, or privacy-related complaints to our Privacy Officer: Brian D Driscoll, Chief Compliance Officer, Aligned Capital Partners Inc., 3430 South Service Road, Suite 200 Burlington, Ontario, L7N 3T9
ACPI may retain your personal information on file after you cease to be a client of ACPI for as long as ACPI requires such information, or as long as is demanded by our regulatory and legal requirements. We Strive to Protect Your Personal Information All employees, associated advisors, agents, and suppliers who are granted access to client records understand the need to keep this information protected and confidential. They know they are to use the information only for the purposes intended. This expectation is clearly communicated. We’ve also established physical and electronic systems safeguards, along with proper processes, to protect client information from unauthorized access or use.
BY OPENING AN ACCOUNT AT ACPI, YOU ARE PROVIDING CONSENT TO ACPI TO COLLECT, USE AND DISCLOSE YOUR PERSONAL INFORMATION AS SET OUT IN THIS AGREEMENT.
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Important Investment Services Disclosure: Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Pegasi Private Wealth of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Pegasi Private Wealth of ACPI and covered by the CIPF. Fee-based financial planning and consultation services are provided through Pegasi Wealth Advisory. Pegasi Wealth Advisory is an independent company separate and distinct from ACPI/Pegasi Private Wealth of ACPI.