Privacy Policy

LG Financial Group Inc. (“we,” “us,” or “our”) is committed to protecting your personal information and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage with our services, including but not limited to Group Benefits, Group Pension & Savings, Corporate Tax Planning, Wealth & Estate Management, and Advanced Financial Planning.

1. Information We Collect

We collect personal and financial information that you provide to us in connection with our services. This may include:

• Contact information (e.g., name, address, phone number, email)
• Financial information (e.g., income, tax information, investment details)
• Identification details (e.g., Social Insurance Number, date of birth)
• Employment and income information for Group Benefits or Pension Services

We may also collect information from third parties with your consent (e.g., employers, financial institutions, or public bodies).

2. How We Use Your Information

We use your personal information to:

• Provide you with financial services, including but not limited to Group Benefits, Group Pension & Savings, and Advanced Financial Planning
• Manage your account and communicate with you about our services
• Assist with tax planning and wealth management services
• Fulfill our legal and regulatory obligations
• Improve our services and understand your preferences

3. Sharing of Information

We do not sell or rent your personal information to third parties. We may share your information:

• With financial institutions, insurers, or other third parties involved in delivering the services you request
• With government bodies, when required by law (e.g., for tax reporting)
• With third-party service providers who assist in our operations, subject to confidentiality agreements
• With your consent, in circumstances not described above

4. Data Security

We take appropriate measures to safeguard your personal information from unauthorized access, disclosure, or misuse. This includes physical, administrative, and technical safeguards. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

5. Your Rights

You have the right to:

• Access and correct the personal information we hold about you
• Withdraw your consent for certain uses or disclosures of your information
• Request that we delete your personal information, subject to legal and regulatory obligations

To exercise these rights, please contact us at the phone number or email below.

6. Retention of Information

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected or to comply with legal and regulatory requirements.

7. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We encourage you to review this page periodically for the latest information.

8. Contact Us

If you have any questions or concerns about this Privacy Policy or the handling of your personal information, please contact us:

LG Financial Group Inc.
Phone: 289.339.8100
Email: [email protected]