Our Privacy and Commitment to Protecting Your Privacy

L&P Wealth Partners values your trust, and we thank you for your confidence in choosing us as your source of advice and financial solutions. As our client, you share personal information with us. We respect that trust and want you to be aware of our commitment to protecting the information you share in the course of doing business with us.

Your Rights as They Pertain to Your Personal Information

• You have the right to know why we collect, use, or disclose your personal information.

• You have the right to expect us to handle your information reasonably and not use it for any other purpose than the one to which you consented.

• You have the right to know who is responsible for protecting your information.

• You have the right to expect us to protect your information from unauthorized disclosure.

• You have the right to inspect the information we hold about you and make sure it is accurate, complete, and current.

• You have the right to expect us to destroy your information when requested or when no longer required for the original purpose.

• You have the right to receive clear communication from us about how we handle your information, and to contact the Privacy Commissioner of Canada if needed.

How We Collect, Use, and Disclose Your Information

When you do business with us, you share personal information so that we may provide you with products and services that best meet your needs. We assume your consent allows us to use this information in an appropriate manner. We may use and disclose this information in order to:

• Assess your application for investment, insurance, and other services available through L&P Wealth Partners

• Evaluate claims and underwriting risks when required

• Detect and prevent fraud

• Analyze business results

• Act as required or authorized by law

What We Will Not Do With Your Information

• We do not sell client information to anyone.

• We do not share client information with organizations outside of our relationship with you.

How We Protect Your Personal Information

All team members and partners who are granted access to client records understand the need to keep this information protected and confidential. They know they are to use the information only for the purpose intended. This expectation is clearly communicated. We have also established safeguards and proper processes to protect client information from unauthorized access or use.