Privacy commitment
We collect, use and disclose personal information only for identified purposes related to providing financial services, meeting legal and regulatory requirements, administering our relationship with you, and communicating with you.
Information we may collect
Depending on the services requested, this may include identity and contact details, financial and employment information, family and beneficiary information, health information relevant to an insurance application, transaction records and communications with us.
How information may be used or shared
Information may be shared with insurers, investment dealers, fund companies, service providers, regulators or other parties where needed to provide requested services, administer products, comply with law, or with your consent. We do not sell personal information.
Consent, access and correction
You may ask about the personal information held about you and request corrections, subject to legal and regulatory limits. Consent may be withdrawn where permitted, although doing so can affect our ability to provide a product or service.
Safeguards and retention
Administrative, technical and physical safeguards are used to protect information. Records are retained only as long as reasonably required for service, legal and regulatory purposes, then securely disposed of.
Questions or concerns
Contact Admin@goldenpathfinancial.ca. Please do not send sensitive personal or financial information by ordinary email.