Trustwise Insurance Brokers Ltd. values your business and we thank you for your confidence in choosing our firm as your source of advice and products. As our client, you trust us with your personal information. We respect that trust and 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.

What we will not do with your information

We do not sell or share client information with organizations outside of our relationship with you that would use it to contact you about their own products or services.

Trustwise Insurance Brokers Ltd. Privacy Statement

The subsidiaries and operating divisions of Trustwise Insurance Brokers Ltd. take steps intended to meet privacy principles and requirements with respect to personal information under applicable Canadian privacy legislation. The purpose of this statement is to inform our customers and other individuals we deal with (“you” or “your”) how we collect, use, disclose and protect your personal information. Personal information is information about an identifiable individual, as more particularly described under applicable privacy legislation. This Privacy Statement applies to our collection, use and disclosure of personal information in Canada. This Privacy Statement does not apply to information about our employees or to information that is not personal information.

Trustwise Insurance Entities Providing this Privacy Statement

We are providing this Privacy Statement on behalf of Trustwise insurance’s entities and operating divisions, listed below:

Trustwise Insurance Brokers Ltd.

Trustwise Financial Services Ltd.

Personal Information We Collect

Trustwise insurance and its brokers/agents and representatives collect personal information in a number of circumstances in the course of conducting our business. Personal information we may collect includes:

• Name, address, email address, telephone number, and other contact information;
• Age, birth date, social insurance number, ID numbers, gender, credit card numbers or license plate numbers
• Information about your preferences, income, assets or personal finances;
• Medical records, credit records, loan records, driving record, employment records, insurance or transaction history
• Information about your insurance claims or claims history
• such other information we may collect with your consent or as permitted or required by law.

We generally collect personal information directly from you, for example, from application forms that you fill out for our insurance products and services, or when you communicate with us by telephone, email or in person. We may also collect personal information about you from other sources, such as other insurance brokers, insurance companies, consumer reporting agencies, industry associations and data banks, investment product suppliers, marketing agencies, government agencies, claims adjusters, employers and inspectors.

Disclosure of Your Personal Information

As necessary to carry out the purposes for which Trustwise insurance collects and uses your personal information. Trustwise insurance may disclose your personal information to third parties, such as other insurance brokers, insurers, consumer reporting agencies, claims adjusters, government, regulatory and self-regulatory agencies, lawyers, financial institutions, benefits providers and medical professionals, and others involved in the claims handling process in accordance with legal and insurance regulatory reporting requirements or standard accepted insurance brokerage and insurance practices. Trustwise insurance may also disclose your personal information with your consent or as permitted or required by law.

Disclosure to Affilates

Personal information may be disclosed to our affiliates (including outside of Canada) for internal audit, management, billing or administrative purposes. We may also disclose personal information to our affiliates so that they may send you information about their products and services. However, if you do not want your personal information disclosed for these marketing purposes, you may contact us at any time as described further below.

Security

We take reasonable physical, organizational and technological 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, agents and mandataries of Trustwise Insurance who require access to your personal information in order to fulfill their job requirements will have access to your personal information.

Cookies and similar technologies

We use cookies and similar technologies on our website to improve your browsing experience and analyze website traffic. Cookies are small data files that are placed on your device when you visit our website. They allow us to remember your preferences, analyze how you interact with our website, and personalize your experience.

We use both session cookies and persistent cookies. Session cookies are temporary and are deleted when you close your browser. Persistent cookies remain on your device until they expire or are deleted.

You can choose to disable cookies through your browser settings, but this may limit your ability to use certain features of our website.