Last updated: 22 September 2023
This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting, or tax advice. Please consult an appropriate professional regarding your particular circumstances. The information contained on this website is for general information purposes only and is the opinion of the owner and writer.
This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
The information contained on this website is subject to change without notice. The owner and publisher of this website are not liable for any inaccuracies in the information provided.
As an organization that collects, uses, and discloses personal information, Halton Wealth Management is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia, and Quebec). In complying with these laws, it is important that Halton Wealth Management provides you with information so that you may fully understand the purposes for which your personal information is collected.
Over the course of your relationship with Halton Wealth Management, personal information will be collected in order to administer your accounts. This information typically includes your financial information, in addition to your current investments, insurance, tax, banking information and your social insurance number. At times, Halton Wealth Management may be required to provide this information to outside organizations such as insurance companies, investment companies, self-regulatory organizations, securities regulators, law enforcement agencies and to companies that perform services on our behalf. These organizations, like Halton Wealth Management are bound and must comply with the same federal/provincial privacy act(s). Halton Wealth Management does not disclose your information to any other organization(s) to use for their own purposes and in particular will never sell or trade your personal information.
The purposes for which we collect, use, and disclose your personal information are central to our being able to provide you with our services. Should you have objections to the collection and disclosure of your personal information, Halton Wealth Management will no longer be in a position to provide you with these services. Therefore, by maintaining your account with Halton Wealth Management we will consider that you have consented to our collecting, using, and disclosing your personal information.
If you wish to review or make changes to your personal information, you may do so by contacting Halton Wealth Management directly.
From your first consultation, expect personalized financial services and continuous support to help you achieve your goals with us.