Corrigan Financial Group values your business and we thank you for your confidence in choosing us as your source of advice and products. As a distributor of financial products and services, the collection and use of clients’ personal information is fundamental to our day-to-day business operations. At Corrigan Financial Group, your privacy is and always has been very important. We want you to be aware of our commitment to protect the information you share in the course of doing business with us. This document outlines our practice with respect to the collection, use and disclosure of your personal information.
Our Rights as They Pertain to Your Personal Information
Personal Information We Collect
Corrigan Financial Group collects personal information in compliance with applicable laws and ethical business practices, in order to provide products and services and to conduct business. We limit the information we collect to that which is necessary for, or related to, these purposes.
Use of Personal Information
Corrigan Financial Group uses personal information to manage and administer our business. We may use your personal information to:
Disclosure of Your Personal Information
Corrigan Financial Group will not use or disclose your personal information, without your consent, for any purpose other than that in which it was collected, unless such use or disclosure is required or allowed by law. This may include use or disclosure in order to protect Corrigan Financial Group’ interests in civil proceedings and in proceedings involving criminal activity, fraud or misrepresentation. Corrigan Financial Group retains personal information only as long as necessary to fulfil the identified purpose or as otherwise required or allowed 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
We take reasonable security measures to safeguard the personal information in our custody or control. These include safeguards to protect personal information against loss or theft, as well as unauthorized access, disclosure, copying, use, or modification. Authorized employees and agents of Corrigan Financial Group who require access to your personal information in order to fulfil their job requirements will have access to your personal information.
Your Consent
Corrigan Financial Group collects, uses and discloses your personal information with your consent, except as permitted or required by law. We may be required or permitted under regulation to collect, use or disclose personal information without your consent, for example to comply with local or federal regulations or a legally permitted inquiry by a government agency, or to collect a debt owed to us.
Consent to collection, use and disclosure of personal information may be given in various ways. Consent can be expressed (for example, orally or on a form you may sign describing the intended uses and disclosures of personal information) or implied (for example, when you provide information necessary for a service you have requested.) You may provide your consent in some circumstances where notice has been provided to you about our intentions with respect to your personal information and you have not withdrawn your consent for an identified purpose, such as by guardian or a person having a power of attorney. Generally, by providing us with personal information either directly or through our financial advisors or insurance companies, we will assume that you consent to our collection, use and disclosure of such information for the purposes identified or described in this Privacy Statement, if applicable, or otherwise at the time of collection.
Safeguarding
All employees, associated advisors 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. We’ve also established physical and systems safeguards, along with proper processes, to protect client information from unauthorized access or use.
Safeguarding
All employees, associated advisors 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. We’ve also established physical and systems safeguards, along with proper processes, to protect client information from unauthorized access or use.
Concerns, inquiries or requests
Any concern, inquiry or request related to privacy should be made in writing. For more information contact us.
Mailing Address
Corrigan Financial Group
#103-418 St Paul Street
Kamloops, BC V2C 2J6
Phone number – 250-314-0233
Fax number – 250-374-4620
Email – admin@corriganfinancial.com
I've had nothing but fantastic experiences from the team here. They are super helpful and listen to what your goals are and offer advice to help you meet those goals! Thank you!
