Privacy & Consent Smarter Financial Planning Ltd. 

Privacy Statement and Consent 

Our Privacy Policy and Commitment to Protecting Your Privacy

As our client, you trust us with your personal information.  We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us.

How We Collect, Use and Disclose Your Information

When you hire us, you share personal information so that we may provide you with advice that best meets your needs.  We assume your consent for Smarter Financial Planning Ltd. (SFP) to use this information in an appropriate manner.  We may use and disclose this information in order to:

  • Communicate with you in a timely and efficient manner
  • Assess your needs for investment and other services
  • React to tax and other issues that may arise and require follow-up
  • Analyze your financial results
  • Deal with third parties on your behalf, as requested
  • Act as required or authorized by law

What We Will NOT Do With Your Information

We do not sell client information to anyone.  Nor do we share client information with organizations outside of our relationship with you that would use it to contact you about their own products or services.

We Strive to Protect Your Personal Information

All advisors, employees and suppliers 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 purposes intended.  This expectation is clearly communicated.  

Your Privacy Choices

You may withdraw your consent at any time (subject to legal or contractual obligations and on providing us reasonable notice) by contacting your advisor.  Please be aware that withdrawing your consent may prevent us from providing you with timely advice.  We may occasionally use your personal information to advise you of investments or services we believe may be of interest to you or fit your personal circumstances.  If you would rather not receive this type of communication, please notify your advisor.

Until advised otherwise, SFP has your consent to collect and maintain your personal information.