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Privacy

During the course of the relationship, it will be necessary for you to provide a variety of very personal financial information. The quality of the work that is done depends on this personal information being accurate and complete. At ClearMark Benefits we commit that all information will be held in strictest confidence and that no information shall be divulged about your company/personal situation to any outside organization or government agency without your consent, unless as directed by law. It is further understood that due to the Personal Information Protection and Electronic Documents Act (PIPEDA), you directly authorize us to maintain information within your files of a personal and private nature that could reasonably be considered pertinent or necessary in the provision of financial advice until requested by you in writing to destroy such information. You also authorize us to share such information with other appropriate parties as may be necessary from time to time until directed by you in writing not to.