Personal information protection policy

Context and commitment

Protecting personal information is part of the relationship of trust with clients. Information is collected, used, retained and disclosed only for legitimate business purposes and in accordance with applicable obligations.

Consent

Information required to establish and process a file is collected when the required consent has been obtained. Consent may be withdrawn where permitted by law; however, without certain information it may be impossible to continue an analysis, recommendation or service.

Information that may be collected

Depending on the service requested, information may include identity and contact information, family and professional circumstances, income, assets and liabilities, financial objectives, insurance coverage and certain medical or other information required for a needs analysis.

Use and disclosure

Personal information is used for the purposes for which it was collected. It may be accessible to persons who need it in the course of their duties and, where necessary, disclosed to insurers, technology providers, government bodies or other authorized third parties in accordance with consent and the law.

Access, correction and withdrawal

Subject to legal exceptions, an individual may request access to personal information concerning them, request correction of inaccurate or incomplete information and withdraw consent where consent is the basis for processing.

Security measures and retention

Administrative, technical and physical safeguards are used to reduce the risks of loss, theft, unauthorized access, disclosure or alteration. Files are retained for as long as required for the purposes for which they were collected and for applicable regulatory retention periods.

Website, cookies and analytics

On this website, Google Analytics and Microsoft Clarity are off by default and load only if you accept analytics cookies. The website can be used without accepting these technologies.

Questions, requests and complaints

For a question about personal-information protection or to report a privacy incident related to Invico’s services, contact the Compliance Department of Groupe Financier Invico inc.