At donskywealhtmgmt.ca, the privacy and use of personal information is a matter of concern to us. As a provider of financial services, we must collect and use personal information as a fundamental part of our day-to-day operations. We do this to evaluate insurance and other financial needs of our clients and to determine which financial products will meet those needs, to evaluate insurance risks being undertaken and claims submitted and to administer properly the financial products and services we offer. Furthermore, as an employer, we are concerned about the personal information of employees and representatives. Therefore we abide by the following principles which are intended to:
- Minimize intrusiveness
- Maximize fairness in our use of personal information
- Protect the privacy and confidentiality of personal information in our care
Our Position on Privacy
1. Only proper and legitimate means will be employed to collect personal information
We will only collect information which is pertinent to the effective conduct of the Company’s business. Whenever practical, such information will be collected directly from the individual concerned. In some cases we will ask an independent source to verify and supplement personal information.
2. Our use of personal information will be consistent with this policy, our contractual obligations and the law
In the ordinary course of business we maintain a file for every type of product or service we contract to provide, as well as for each employee and producer. When we collect personal information and open a file, we will communicate the object of the file created to the individual concerned, as well as the purposes for which the personal information is being collected. Personal information will not be used by our employees and representatives for purposes other than in the performance of their duties, unless the individual has been advised of or previously consented to such use. We will only use personal information in accordance with this policy, our contractual rights and obligations and the law.
3. We will endeavour to ensure that personal information collected and used is accurate and timely
All decisions involving personal information should be based on accurate and timely information. We will do our best to base our decisions on accurate information; however, we rely on individuals to disclose all material information and to inform us of any changes. Individuals have the right to access their personal information maintained in a file and, if needed, they also have the right to request that any inaccurate information be corrected. When collecting personal information and opening a file on an individual, the individual will be advised of the process for access and correction.
4. Personal information will be made available only to authorized persons
On request, with satisfactory identification and proof of entitlement, access to personal information maintained on file will be provided. Personal information will only be accessible to employees and representatives who require access in the performance of their duties and to any person granted access by the individual, and to those otherwise authorized by law. Generally, we will provide access to medical information only through a health care professional.
5. Personal information will be protected by appropriate safeguards
6. Using personal information within the donskywealthmgmt.ca site
donskywealthmgmt.ca is a company providing a variety of financial products and services. Personal information may be used from time to time to provide individuals with information on products and services we think may be of interest and value to them. If you do not want us to use your e-mail address for this purpose, please ensure that this is reflected in your online request for insurance. If your request indicates that you do not wish to receive information about other products and services, the only communications you will receive from us by e-mail will be those that are necessary or appropriate to the fulfillment of our obligations.
In addition to our safeguards, personal data collected when you use our websites are protected in Canada and the Province of Ontario by the respective Data Protection Laws. This provides amongst other things that personal data we collect via the website will be processed lawfully and fairly. It should be accurate, relevant and not excessive. The information will be kept up to date, where necessary, and not retained for longer than is necessary. It will be kept securely to prevent unauthorised access by other people (see further below for details).
You have certain rights under the respective Data Protection Laws. This including the right to access personal data about you held or processed by us or on our behalf. Further details of these rights are available on request. We reserve the right to charge for providing such access, in accordance with the respective Data Protection Laws.
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Tax and Legal Advice Disclaimer
Any advice provided by Donsky & Donsky Wealth Management Inc. is client specific and based on each client’s risk tolerance and investment objectives. Donsky & Donsky Wealth Management Inc. and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
E-mail over the internet is not a secure medium and privacy cannot be assured. E-mail communication is not confidential, subject to possible interception or loss, and is also subject to possible alteration. Neither Donsky & Donsky Wealth Management Inc. nor its affiliates are responsible for and will not be liable to you or anyone else for any harm or damages in connection with an e-mail containing personal or confidential information sent by you to us or an e-mail by us to you at your request.
Third Party Links
Links to other websites and references to third parties’ goods or services are not endorsements or approval of such sites, goods or services, and are meant for convenience only. Linking to another website is at your sole risk and we will not be held responsible or liable for any damages in connection with linking to such third-party websites. We shall not be responsible or liable for any damages incurred to computer equipment or other types of equipment used nor for viruses that may infect the former due to the access and use of this website or the downloading of any document or materials of this website.
The Calculators found on this Website are provided for illustrative purposes only. The Calculators are educational tools and do not constitute advice with respect to investment, financial, legal, accounting, tax or similar matters.
Trademarks and Copyrights
The content of this Website is protected by applicable copyright laws. Information is provided for your personal, non-commercial use only and may be used and reproduced provided that it is not modified and that you maintain all copyright and other notices contained in the Website. Unauthorized downloading, re-transmission, storage in any medium, copying, redistribution, reproduction, or republication for any purpose is strictly prohibited.
Certain names, phrases, logos, graphics or designs or on this Website constitute trade names and registered/unregistered trademarks (collectively, the “trademarks”) of their owner and its affiliates or of third parties and are used under license by us.
Errors and Omissions
We may change or update the information contained in this website without notice including changes or modifications relative to the products described herein. This website may contain certain grammatical errors as well as technical discrepancies.