As an Investment Counsel firm, privacy of personal information has always been an important principle. We are committed to collecting, using and disclosing personal information responsibly and only to the extent necessary for the services that we provide. We also try to be open and transparent as to how we handle personal information. This document describes our privacy policies.

Personal Information
Personal information is information about an identifiable individual. It includes information that relates to personal characteristics, health, history, activities and views. Personal information does not include business information (business address and phone number), which is not protected by privacy legislation.

Collecting Personal Information
As a firm, our primary purpose for the collection, use and disclosure of personal information is to serve our clients. We collect information about various individuals for this primary purpose, as well as several secondary purposes. For more details on the purposes for which we collect, use and disclose personal information, see our Privacy Schedule.

Protecting Personal Information
The essence of the advisor/client relationship is based upon trust and confidence. It has always been of the utmost importance to us, as an investment management firm, to endeavour at all times to protect the personal information that we collect. We are bound by the rules of our profession dictated by the Ontario Securities Commission. Our practices with respect to the protection of personal information can be obtained by reviewing our Privacy Schedule.

Retention & Destruction of Personal Information
We need to retain personal information for some time to ensure that we can answer any questions that you might have about the services that we have provided and for our own accountability to external regulatory bodies. It is our practise to destroy any unnecessary documents by shredding them. We destroy unnecessary electronic information by deleting it.

Requests for Information
As required by the privacy legislation, we are obligated to make available to you, at a reasonable cost, the personal information that we have about you. Further details about making a request for information, please contact our Information Officer, who would be pleased to assist you.

Still have Questions?
You can e-mail our Information Officer or send correspondence to

Information Officer,
JC Hood Venable Park
33 Clapperton Street
Barrie, ON L4M 3E6

For more general inquiries, the Information and Privacy Commissioner of Canada oversees the administration of the Act in the private sector. The Commissioner also acts as an ombudsman for privacy disputes.