Privacy Policy

WHAT INFORMATION DO WE COLLECT?

We collect information from you when you place an order, subscribe to our newsletter, respond to a survey or fill out a form.

When ordering or registering on our site, as appropriate, you may be asked to enter your: name, e-mail address, mailing address, phone number or credit card information. You may, however, visit our site anonymously.

WHAT DO WE USE YOUR INFORMATION FOR?

Any of the information we collect from you may be used in one of the following ways:

  • To personalize your experience; Your information helps us to better respond to your individual needs.
  • To improve our website; We continually strive to improve our website offerings based on the information and feedback we receive from you.
  • To improve customer service; Your information helps us to more effectively respond to your customer service requests and support needs.
  • To process transactions; Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested
  • To send periodic emails; The email address you provide for order processing, may be used to send you information and updates pertaining to your order, in addition to receiving occasional company news, updates, related product or service information, etc.

HOW DO WE PROTECT YOUR INFORMATION?

We implement a variety of security measures to maintain the safety of your personal information when you place an order or enter, submit, or access your personal information.

We offer the use of a secure server. All supplied sensitive/credit information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our Payment gateway providers database only to be accessible by those authorized with special access rights to such systems, and are required to keep the information confidential.

After a transaction, your private information (credit cards, social security numbers, financials, etc.) will not be stored on our servers.

DO WE USE COOKIES?

Yes. Cookies are small files that a site or its service provider transfers to your computers hard drive through your Web browser (if you allow) that enables the sites or service providers systems to recognize your browser and capture and remember certain information.

We use cookies to help us remember and process the items in your shopping cart and understand and save your preferences for future visits.

If you prefer, you can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies via your browser settings. Like most websites, if you turn your cookies off, some of our services may not function properly. However, you can still place orders by contacting customer service.

DO WE DISCLOSE ANY INFORMATION TO OUTSIDE PARTIES?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

THIRD PARTY LINKS

Occasionally, at our discretion, we may include or offer third party products or services on our website. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

ONLINE PRIVACY POLICY ONLY

This online privacy policy applies only to information collected through our website and not to information collected offline.

TERMS AND CONDITIONS

Please also visit our Terms and Conditions section establishing the use, disclaimers, and limitations of liability governing the use of our website.

CHANGES TO OUR PRIVACY POLICY

If we decide to change our privacy policy, we will post those changes on this page, and/or update the Privacy Policy modification date below.

This policy was last modified on January 1, 2021

CONTACTING US

If there are any questions regarding this privacy policy you may contact us.

 

WORLDSOURCE FINANCIAL MANAGEMENT INC. PRIVACY INFORMATION
Your privacy is important to Worldsource Wealth Management Inc. and its subsidiaries and affiliates (collectively “Worldsource”). To better protect your privacy, we provide this notice explaining our online information practices and the choices you can make about the way your information is collected, used and disclosed.

Collection, Use and Disclosure of Personal Information
The purpose for which Worldsource Financial Management Inc. (“Worldsource”) 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. Worldsource 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 Worldsource identifies a new purpose for collecting, using or disclosing your information, we will seek your consent before doing so.

The Necessity for Personal Information
Throughout the course of our relationship with you, Worldsource and your advisor (on our behalf) 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 and social insurance number. Worldsource uses such personal information only for the purposes of administering your account with us (including but not limited to buying and selling securities on your behalf, and reporting to you), and complying with legal and regulatory requirements.

Disclosing Personal Information
We may provide information to companies that perform services on our behalf (such as preparing and mailing statements or processing trades and payments). We may also provide personal information to mutual fund issuers in which you invest, and receive information from them about your investments. Worldsource is a member of several self-regulatory organizations, such as the Mutual Fund Dealers
Association of Canada, who may at times require access to personal information for regulatory purposes (such as trading surveillance, regulatory audits, investigation of potential violations, enforcement or disciplinary proceedings and regulatory reporting). Such organizations may in turn share such information with other self-regulatory organizations (such as the Ontario Securities Commission and other provincial regulatory bodies), stock exchanges and law enforcement agencies. Worldsource 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.

Protecting Personal Information
We apply the necessary and appropriate security measures to protect your personal information against unauthorized access and misuse. We use a variety of security measures including:

  • physical measures, such as locked fireproof cabinets, restricted access to offices and document shredding;
  • organizational measures, such as restricted access to files and data centers;
  • technological measures, such as network security, strong authentication and data encryption, password protection; and
  • ongoing employee privacy and data security training.

Administering Personal Information
In representing us, your advisor is acting on our behalf. Many of our advisors are also licensed to sell other products, and may wish to provide advice and services to you in that capacity. If they do so, they are not acting on our behalf, and they will communicate with you themselves with respect to any other use or disclosure of the personal information they have collected on our behalf.

Quebec Residents
In the Province of Quebec, for the “object” of administering your account and complying with legal and regulatory requirements, Worldsource creates a file containing your personal information. Only those employees whose job functions involve matters related to the “object” of the file will have access to this information. If you wish to review or make changes to your file, you may do so by making a written request to 625 Cochrane Dr., Suite 700, Markham, Ontario, L3R 9R9.

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

Worldsource Financial Management Inc.
625 Cochrane Dr., Suite 700
Markham, Ontario L3R 9R9
Fax: (905) 415-0184
E-mail: Privacy@worldsourcewealth.com