We respect your privacy and are strict with personal information gathered during consultations.

Purpose of obtaining personal information

When one of our brokers contacts you, they will ask information to get an understanding of where you are now financially and look to provide untapped strategies to help you achieve your financial goals.  Any financial & medical information discussed is confidential and those details will be obtained in person, by phone or via zoom meetings.  Information gathered would only be used within an application for services or products.

Your information will not be sold by us to any third party.