Privacy Policy and Disclosure

Privacy commitment and your client file

Protecting the privacy of your personal information is important to Rob-Lyn Financial and the companies whose products and services we offer, and we are committed to collecting, using and disclosing your personal information responsibly. The personal information being collected, such as contact information, financial information as well as records of meetings and phone calls, general correspondence and any instructions you provide to us, will be maintained by us or at our direction in paper and/or electronic format in a client file. This information will be used to assess your financial situation, offer products and services that may be of interest and benefit to you, and provide ongoing client service.  

Your personal information in your client file will be disclosed only to:

Our employees and persons authorized by us
Companies whose products and services we offer and their employees and agents, for the purpose of, or relating to, their providing or seeking to provide financial products or services to you (and for, or related to, any other purposes you have authorized)
Third party service providers selected and authorized by us including third party cloud storage for information and electronic files. If located outside of Canada your personal information may be subject to the laws, including public authority access laws, of other countries
Persons or entities to which you have granted access or that are allowed access by law

In accordance with applicable law and by your written request, you have the right to: review the personal information in your client file, request corrections to this information, and to revoke your consent subject to contractual limitations.

If requested by you, additional personal documents such as copies of insurance policies, wills and powers of attorney may be kept in your client file.

If you need more information about our privacy policies and/or those of the companies we represent, please let us know.