Privacy Policy for Vantage Financial Group

Introduction

Vantage Financial Group (“we,” “our,” or “us”) is committed to protecting your privacy and ensuring the confidentiality of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information in compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws.

By accessing or using our website (the “Website”) or services, you agree to this Privacy Policy. If you do not agree, please do not use our services or Website.

1. Collection of Personal Information

We collect personal information only as necessary to provide you with our services and operate our business. The types of personal information we may collect include:

  • Contact details (e.g., name, email address, phone number, mailing address).
  • Financial information (e.g., income, investments, assets, liabilities).
  • Identity verification information (e.g., government-issued ID, date of birth).
  • Other information relevant to the services we provide.

We collect this information directly from you through forms, interactions with our team, or through our Website.

2. Use of Personal Information

We use your personal information for the following purposes:

  • To provide financial planning, advisory, and related services.
  • To communicate with you regarding your account, inquiries, or updates.
  • To comply with legal and regulatory requirements.
  • To improve our services and Website.

We will not use your personal information for purposes other than those identified without your explicit consent, except where permitted by law.

3. Disclosure of Personal Information

We do not sell, rent, or trade your personal information. We may disclose your information to third parties only in the following circumstances:

  • Service Providers: To third-party vendors, consultants, or service providers who assist us in delivering services (e.g., IT support, document storage).
  • Legal Obligations: To comply with legal, regulatory, or governmental requests or to protect our legal rights.
  • Consent: When you provide explicit consent to share your information.

All third parties with whom we share your personal information are bound by confidentiality obligations and legal requirements to protect your data.

4. Protection of Personal Information

We take reasonable measures to safeguard your personal information against unauthorized access, loss, theft, misuse, or disclosure. Our safeguards include:

  • Physical Measures: Secured office premises and restricted access.
  • Technical Measures: Secure servers, encryption, and firewalls.
  • Administrative Measures: Staff training on privacy policies and restricted access to personal information.

Despite our efforts, no security measures are completely foolproof. By providing personal information, you acknowledge that some level of risk is inherent in online and offline interactions.

5. Retention of Personal Information

We retain your personal information only as long as necessary to fulfill the purposes for which it was collected or to comply with legal, regulatory, or contractual obligations. When your information is no longer required, we securely delete or destroy it.

6. Your Rights

Under Canadian privacy laws, you have the following rights regarding your personal information:

  • Access: You can request a copy of the personal information we hold about you.
  • Correction: You can request corrections to inaccurate or incomplete information.
  • Withdraw Consent: You can withdraw consent for certain uses of your personal information, subject to legal or contractual obligations.
  • Complaint: You have the right to file a complaint with the Office of the Privacy Commissioner of Canada if you believe your rights have been violated.

To exercise these rights, please contact us using the information provided below.

7. Cookies and Online Tracking

Our Website may use cookies and similar technologies to enhance your browsing experience. These tools help us analyze website traffic, store preferences, and deliver tailored content. You can adjust your browser settings to disable cookies; however, this may affect the functionality of our Website.

8. Third-Party Websites

Our Website may contain links to third-party websites. We are not responsible for the privacy practices of these websites and encourage you to review their privacy policies before providing any personal information.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legal requirements or our practices. Updates will be posted on our Website, and the “Last Updated” date will be revised accordingly.

10. Contact Information

For questions, concerns, or to exercise your rights under this Privacy Policy, please contact us at:

Vantage Financial Group
Email: info@vantagefg.ca

Addresses:

  • #300-8063 199 St, Langley TWP, BC V2Y 0E2
  • #1810 – 1075 W Georgia St, Vancouver, BC V6E 3C9

We are committed to addressing your concerns promptly and effectively.

Last Updated: January 13, 2025

Vantage Financial Group is a full-service firm focused on wealth management, preservation, and succession. Our comprehensive process is principled in identifying, developing, revising, and executing personal and corporate planning solutions. Our team is comprised of professionals from different disciplines, borne of our tenet that one advisor cannot effectively specialize in all areas of financial planning.

Contact Info

info@vantagefg.com

Office Address

# 300-8063 199 St, Langley TWP, BC V2Y 0E2
Suite 1810, 1075 W Georgia St. Vancouver, BC V6E 3C9