Disclaimer

Privacy Statement

Our Commitment to Protecting Your Privacy

We value your business and thank you for trusting our firm as your source of advice and products. As our client, you share personal information with us, and we deeply respect that trust. We are committed to safeguarding your information and ensuring it is protected throughout our relationship.

Your Rights Regarding Your Personal Information

You have the right to:

Understand why your personal information is collected, used, or disclosed.
Expect your information to be handled responsibly and used only for purposes to which you have consented.
Know who in our organization is responsible for protecting your information.
Expect your information to be safeguarded from unauthorized access or disclosure.
Inspect the information we hold about you to ensure it is accurate, complete, and current.
Request the destruction of your personal information when it is no longer needed for its original purpose.
Receive clear communication about how your information is handled and, if necessary, escalate concerns to the Privacy Commissioner of Canada.

How We Collect, Use, and Disclose Your Information

When you engage with us, you provide personal information to help us deliver products and services tailored to your needs. We assume your consent to use this information appropriately. We may use or disclose your information to:

Communicate with you efficiently.
Assess your eligibility for investments, insurance, and other services.
Evaluate claims and underwriting risks as needed.
Detect and prevent fraud.
Analyze business outcomes.
Comply with legal obligations.

What We Will Not Do With Your Information

We will never sell your personal information or share it with organizations outside our relationship with you.

Our Efforts to Protect Your Personal Information

All employees, advisors, and suppliers granted access to your information understand the importance of keeping it confidential. They are authorized to use your data solely for its intended purpose. We enforce this through clear communication, physical and system safeguards, and robust processes to protect against unauthorized access.

Website Terms of Use

By accessing and using this website, you agree to comply with the following terms, which govern all content, products, and services provided here.

1. Responsibility of Contributors

If you contribute content to this website, you are fully responsible for it. You will be liable for any harm caused by such content. Contributions must not:

Infringe on third-party rights.
Contain viruses or malicious software.
Be spam or unsolicited commercial content.
Include offensive material.

2. Responsibility of Visitors

Visitors are responsible for exercising caution when using or downloading content from this site. We cannot review all material and disclaim liability for its content, accuracy, or potential harm.

3. Content on External Websites

We are not responsible for content on external websites linked from our site. We have not reviewed or endorsed these materials and disclaim any liability for harm resulting from their use.

4. Copyright Infringement

We respect intellectual property rights and expect users to do the same. Repeat infringers will be denied access to the site. If you notice any violations, please notify us so we can take appropriate action.

5. Intellectual Property

Your use of this website does not grant you permission to reproduce or use trademarks, logos, or graphics belonging to us or third parties.

6. Termination

We reserve the right to terminate your access to this website at any time, with or without cause or notice.

7. Disclaimer of Warranties

We do not guarantee error-free content or uninterrupted access. Visitors use the website at their own risk.

8. Limitation of Liability

We are not liable for any damages, losses, or costs arising from the use of this website under any legal theory.

9. General Representation

By using this website, you agree to adhere to this agreement, our privacy policy, and all applicable laws and regulations.

10. Indemnification

You agree to indemnify and hold us harmless from any claims, including legal fees, arising from your use of this website or violation of these terms.

11. Miscellaneous

These terms may be updated at any time. This agreement is governed by the laws of the Province of Alberta, Canada. If any part is deemed invalid, the remaining terms will remain in full effect.

First Name
Last Name
Mobile
Email
City
State/Province
Consent under Canada’s anti-spam legislation By signing below, you consent to the collection, use, and disclosure of your personal information by Activate Insurance Planning Inc. to provide insurance advisory services, service your insurance policies, and address your financial needs. This information may include, but is not limited to, your name, contact details, financial information, investment preferences, and any other relevant data necessary to offer tailored financial solutions. Additionally, you consent to the sharing of this information with our partners or affiliates to enhance the services we provide to you. We are committed to maintaining the confidentiality, security, and accuracy of your personal information in accordance with applicable privacy laws. You may withdraw your consent at any time by providing written notice to our office. However, please note that withdrawing consent may limit our ability to effectively serve your financial needs.