Privacy Policy

See the Worldsource Financial Management Privacy Policy

Collection, Use and Disclosure of Personal Information

The purpose for which Little & Davies Insurance & Financial Planning Inc (L&D) will collect, use and disclose your personal information is central to our providing you with our services. We believe that we cannot continue to provide you with those services if you object to our collecting, using and disclosing your information for those purposes. L&D will therefore consider that your continuing to maintain your account with us constitutes your consent to our continuing to collect, use and disclose your personal information as described above. In future, if L&D identifies a new purpose for collecting, using or disclosing your information, we will seek your consent before doing so.

The Necessity for Personal Information

Little & Davies Insurance & Financial Planning Inc. is an independent professional practice providing advice and financial solutions that are focused on building financial prosperity. Throughout the course of our relationship with you, your Advisor will collect personal information from you. This information typically includes “know your client” information about your personal circumstances, including your financial situation and your investment objectives, as well as information about your investments, banking information, social insurance number and medical information.

L&D uses such personal information only for the purposes of administering your accounts with us, and complying with legal and regulatory requirements.

Disclosing Personal Information

We may provide information to companies that perform services on our behalf. We may also provide personal information to insurance carriers and mutual fund companies in which you invest or from which you obtain your insurance coverage, and receive information from them about your policy.

L&D does not disclose your information to any other organizations to use for their own purposes, and in particular never sells or trades your personal information.

Privacy Officer

If you have any comments, inquiries or complaints about our handling of your personal information, we encourage you to contact your advisor. Alternatively, you may contact our Privacy Officer at:

Little & Davies Insurance & Financial Planning Inc.
1845A Fort Street
Victoria, British Columbia   V8R 1J6

Fax:  (250) 953-6828