Privacy Policy for Royal Point Wealth Insurance Agency

At Royal Point Wealth Insurance Agency, we are committed to protecting your privacy and safeguarding your personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA).

Collection of Information

We may collect personal information, including your name, address, email address, phone number, and other identifying information, when you visit our website or use our services. This information may be collected directly from you or from third-party sources, such as insurance carriers, financial institutions, or other service providers.

Use of Information

We use your personal information to provide you with our services, including insurance products and financial advice. We may also use your information to communicate with you about our products and services.

Disclosure of Information

We may disclose your personal information to insurance carriers, financial institutions, or other service providers in order to provide you with our services. We may also disclose your information in response to a legal request, such as a subpoena or court order, or as required by law.

Safeguarding Client Information

We take reasonable measures to safeguard your personal information against loss, theft, unauthorized access, disclosure, or modification. These measures may include physical, technical, and administrative safeguards, such as secure data storage, firewalls, and employee training.

Advisors and Insurance Agents Collecting Consent

Our advisors and insurance agents may collect personal information on behalf of insurance carriers in order to provide you with insurance products and services. They are required to comply with this Privacy Policy and all applicable laws and regulations when collecting, using, and disclosing your personal information. They are required as per Ontario regulation to get a signed Privacy Statement from each client which has a written Privacy policy within it.

Contact Us

If you have any questions or concerns about our Privacy Policy or our handling of your personal information, please contact us at royalpointwealth@gmail.com