GBL Actuaries & Consultants

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Friday, May 18, 2012

Privacy Guidlines

Gordon B. Lang & Associates Inc. is committed to protecting the privacy and maintaining the confidentiality of personal information that it collects and uses in order to provide the services and products requested by our clients.

Personal Information is any information about an identifiable individual such as name, address, telephone number, financial information and employment information.

Privacy Code

The Privacy Code consists of the following principles:

Accountability

Gordon B. Lang & Associates Inc. is responsible for personal information under its control and has established these guidelines to ensure that such information is safeguarded.

Purposes

The purpose for which the personal information is collected will be identified at the time of collection.

Consent

Personal Information will only be collected, used or disclosed with the consent of the individual except where consent is not required by privacy legislation.

Collection

Only personal information necessary for the identified purpose will be collected. With consent of the individual, personal information may be obtained from other sources.

Limiting Use, Disclosure and Retention

Personal Information will not be used or disclosed for purposes other than those for which it was collected unless such use or disclosure is required or allowed by law. Personal information will be retained only as long as required to fulfill the identified purpose, after which time it will be destroyed unless required to be retained by law.

Accuracy

While reasonable efforts are made to ensure that personal information is accurate and timely for the purposes for which it is used, it is the responsibility of individuals to disclose all material information that may affect the services and products that we provide.

Safeguards

Personal Information will be protected with safeguards appropriate to the sensitivity of the information collected.

Openness

Gordon B. Lang & Associates Inc. will make its Privacy Guidelines available to clients and the public upon written request and respond to questions about its guidelines.

Individual Access

Upon request, an individual will be informed of the existence, use and disclosure of personal information and given access to that information except where permitted or required by law not to disclose such information to the individual. An individual may challenge the accuracy or completeness of his or her personal information and request that it be amended as appropriate.

Challenging Compliance

If a complaint regarding compliance is found to be justified, Gordon B. Lang & Associates Inc. will take appropriate measures to correct the situation. Address all concerns to: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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Contact

Toronto

100 Adelaide St. W.
Suite 1001
Toronto, ON  M5H 1S3

 

Telephone (888) 941-9829
Telephone (416) 941-9829
Fax (416) 941-9840

Calgary

1209 - 59th Ave. SE
Suite 260
Calgary, AB  T2H 2P6

 

Telephone (877) 249-2999
Telephone (403) 249-1820
Fax (403) 246-2431

Products & Services

Individual Pension Plan

Defined benefit pension plan. Sets your monthly income at retirement.

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Retirement Compensation Arrangement

High income earners wishing to sustain their standard of living into retirement.

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Health and Welfare Plan

Providing expanded medical and dental coverage to professionals, business owners, their families and certain employees.

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Fair Market Valuation

Transfers and sales of policies between individuals and their corporations.

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Employee Profit Sharing Plan

A trust designed to allow it's beneficiaries the ability to share in the companies profits.

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