Privacy

At Weigh House Investor Services Inc., an important part of our commitment to you is respect for your right to privacy. We are completely committed to protecting your Personal Information.

At Weigh House, we have policies and procedures to protect your Personal Information. Keeping your information and affairs in strict confidence is a cornerstone of our business and an integral part of our commitment to clients. As part of this commitment, we have established Ten Privacy Principles to govern our actions as it relates to the collection, use, and disclosure of personal information. We invite you to review these principles, which have been built on the values set by Canada's Personal Information Protection and Electronic Documents Act (PIPEDA).

Our Ten Privacy Principles are:

Weigh House may amend this Privacy Policy from time to time. Please visit http://www.weighhouse.com for the most up to date version.

Principle #1: Accountability

Each Weigh House employee is responsible for maintaining and protecting client information under their control. Each Associate (‘investor consultant’ or otherwise) of Weigh House is responsible for their own practice’s compliance with this Privacy Policy.

Our Privacy Officer can be contacted at:

Privacy Officer
Weigh House Investor Services
4141 Yonge Street, Suite 304
Toronto, ON
M2P 2A8

Principle #2: Identify the Purpose

The purpose for which client information is collected must be identified and documented before or at the time the information is collected. The purposes for which information is collected, used or disclosed by Weigh House must be those that a reasonable person would consider to be appropriate in the circumstances. Specifically, when you become a client of Weigh House we ask for your Personal Information so we may:

  • Understand your financial resources and needs
  • Determine your suitability/eligibility for our services
  • Complete the services which you hired us to perform

At Weigh House we are dedicated to informing you of why your Personal Information is collected and how it will be used. When Weigh House collects, uses, or discloses personal information for a purpose not previously identified, we will contact the individual to whom the personal information relates and ask for permission, except in accordance with Section 7 of the Act or where consent can be reasonably expected pursuant to 4.3.5 of the Act.

Principle #3: Obtain Consent

Weigh House will obtain the consent of the individual for the collection, use or disclosure of personal information at or before the time the information is collected, used, or disclosed, except where not required to do so by law. Consent can be either express or implied.

Clients may, at any time, withdraw their consent as long as:

  • you provide reasonable notice
  • we are not legally required to collect, use or disclose your information
  • withdrawing consent does not impede our ability to fulfill our contract with you

We will commit to explaining the implications of withdrawing consent.

Principle #4: Limit Collection

Weigh House only collects personal information in a fair and lawful manner. We are committed to collecting only the information necessary to complete the services we have been engaged to complete. Depending on the service, we limit collection to the following:

  • Name, Age, Gender, Marital Status
  • Financial details, including but not limited to occupation, income, bank and investment statements
  • Health details, only as they pertain to assessing disability and life insurance needs as well as longevity risk
  • Any other information a reasonable person would deem to be necessary in order to complete requested services

Information not to be collected by Weigh House staff include drivers license numbers, health card numbers, credit cards numbers (unless payment is made by credit card), and any other personal information which is not specifically needed in order to complete our service. If an employee cannot explain exactly why information is needed than it must not be collected.

Principle #5: Limit use, disclosure and retention

The personal information we collect is only used, disclosed or retained for its original intended purpose, unless we have your consent (expressed, implied, or reasonably expected pursuant to 4.3.5 of the Act) or the information is required to meet legal requirements. Personal information will be used for a purpose other than its original purpose only when a reasonable expectation exists pursuant to 4.3.5 of the Act and only when the new purpose is documented.

Weigh House will only disclose personal information for reasons that a reasonable person would consider appropriate. This includes disclosure to a remote and secure third-party data storage firm.

Weigh House will retain personal information in accordance with its Retention Policy. Any personal information that has been used to make a decision about an individual will be held long enough to allow the individual access to the information. Any personal information that is no longer needed will be destroyed, erased, or made anonymous.

Principle #6: Be accurate

We are committed to maintaining the accuracy of your personal information and ensuring that it is as complete and up-to-date as necessary in order to fulfill our duties to you. However, we also rely on you to inform us when your personal information changes by notifying Weigh House of any important changes to your information on a timely basis.

Principle #7: Use appropriate safeguards

Weigh House will take reasonable measures to protect all personal information against loss or theft, as well as unauthorized access, disclosure, copying, use or modification by security safeguards that are appropriate to the level of sensitivity of the information. This protection will be provided no matter what format the information is collected and stored. We will use the following measures:

  • Physical measures, such as locked filing cabinets, locked doors, alarms, and restricted access to our offices. Access to our Head Office will be supervised by a 24 hour third-party security service.
  • Technological measures, such as passwords, firewalls, and encryption.
  • Organizational measures, such as staff training on security safeguards and our privacy policies and procedures, confidentiality agreements between us and our associates, and only providing your personal information to our employees on a “need-to-know” basis.
  • Any other measure that we deem necessary in order to safeguard your personal information. Our Privacy Officer will review these safeguards on a regular basis.

In addition, Weigh House will ensure that all staff has an appreciation for the importance of maintaining the confidentiality of personal information, and will use care in the disposal or destruction of personal information.

Principle #8: Be Open

Weigh House has made this Privacy Policy open to the public via our website. Clients may submit a written request for a printed copy of this Privacy Policy and will receive it free of charge. Weigh House will also maintain a Privacy Officer who will be available to answer your questions regarding this Privacy Policy and our procedures for adhering to this Policy.

Principle #9: Give individuals access

Upon written request to our Privacy Officer, and within 30 days of receiving such a request, clients will be given access to their personal information we have on file. We will explain how it was used and who, if anyone, it was disclosed to and for what purpose. If possible, we will also indicate the source of the information. Where appropriate, we will also amend or correct any wrong information and destroy or make anonymous information that we are no longer required to keep.

Principle #10: Provide Recourse

Complaints regarding this Privacy Policy are to be forwarded, in writing, to our Privacy Officer. Our Privacy Officer will reply with relevant information regarding the complaint procedures. The Privacy Officer will investigate all complaints received, and if the complaint is found to be justified, Weigh House will take appropriate corrective actions. If we cannot reach a satisfactory solution to your complaint we will provide basic information on your avenues of recourse.

Our Privacy Officer can be reached at:
Privacy Officer
Weigh House Investor Services
4141 Yonge Street, Suite 304
Toronto, ON
M2P 2A8