General Privacy Policy

Abercrombie & Associates has always been and will continue to be committed to maintaining the accuracy, confidentiality and security of your personal and financial information. As part of this commitment, we have established Ten Privacy Principles to govern our actions as they relate to the use of client information. We invite you to review our principles, which have been built upon the values set by the Canadian Standard's Association's Model Code for the Protection of Personal Information and Canada's Personal Information Protection and Electronic Documents Act.

Principle 1 - Accountability

Abercrombie & Associates is responsible for maintaining and protecting client information under our control. In fulfilling this mandate, we are required to designate an individual or individuals who is/are accountable for our Company's compliance with the Ten Privacy Principles.

Principle 2 - Identifying Purposes

The purposes for which client information is collected shall be identified before or at the time the information is collected.

Principle 3 - Consent

The knowledge and consent of the client is required for the collection, use or disclosure of client information except where required or permitted by law.

Principle 4 - Limiting Collection

The client information collected must be limited to those details necessary for the purposes identified by Abercrombie & Associates. Information must be collected by fair and lawful means.

Principle 5 - Limiting Use, Disclosure and Retention

Client information may only be used or disclosed for the purpose for which it was collected unless the client has otherwise consented, or when it is required or permitted by law. In order to provide effective and efficient service, you agree that we may disclose any client information to your other financial advisors. This includes but is not limited to your investment advisors, bankers, lawyers, insurance agents and financial planners. Periodically, we may engage contractors to whom client information may also need to be disclosed. We require that all such contractors conform with our privacy principals. Client information may only be retained for the period of time required to fulfill the purpose for which it was collected.

Principle 6 - Accuracy

Client information must be maintained in as accurate, complete and up-to-date form as necessary to fulfill the purposes for which it is to be used.

Principle 7 - Safeguarding Client Information

Client information must be protected by security safeguards that are appropriate to the sensitivity level of the information.

Principle 8 - Openness

Abercrombie & Associates is required to make information available to clients concerning the policies and practices that apply to the management of their information.

Principle 9 - Client Access

Upon request, a client shall be informed of the existence, use and disclosure of their information.

Principle 10 - Handling Client Complaints and Suggestions

Clients may direct any questions or inquiries with respect to the privacy principles outlined above or about our practices by contacting Lance Abercrombie.

Website Privacy Policy

Abercrombie & Associates believes that the responsible use of personal information collected on its Web site is critical to its business objectives and reputation. As part of our commitment to privacy, we have adopted this Online Privacy Statement. The extent and type of information we receive from you on our external Web site depends on the information you provide to us through our contact mailboxes and/or through the registration processes on our site.

We only use your personally identifiable information to respond to your requests and to provide you with information about Abercrombie & Associates’ services, unless we obtain your permission to use your personal information for other purposes. For example, if you send us an e-mail message requesting information about Abercrombie & Associates, we will use your e-mail address and other information you supply to respond to your request. If you send us a resume or curriculum vitae (CV) to apply online for a position with Abercrombie & Associates, we will use the information provided to match you with available opportunities.

Some internet sites use cookies (small text files placed on your computer when you first visit the site). Cookies are primarily used to enhance your online experience and are not used to track the navigational habits of identified visitors, unless we obtain your permission to do so. This site does not employ cookies.

The personal information you provide to us will be retained only for as long as necessary to fulfill the purposes for which the information was collected or as required by law. We do not share personal information with third parties except as necessary to carry out our business or as required by law or other legal processes, and we never sell your personal information.

In addition, Abercrombie & Associates has technological and operational security policies and procedures in place to protect your personally identifiable information from loss, misuse, alteration or unintentional destruction. Our personnel and third party contractors who have access to the data have been trained to maintain the confidentiality of such information. All visitors, however, should be aware that our site may contain links to other sites that are not governed by this or any other privacy statement.

Abercrombie & Associates reserves the right to modify or amend this privacy statement at any time and for any reason. Nothing contained herein is intended to create a contract or agreement between Abercrombie & Associates and any user visiting the Web site or provide identifying information of any kind.

Abercrombie & Associates understands the importance of protecting children's privacy, especially in an online environment. Our sites are not intentionally designed for or directed at children under the age of 13 years. It is our policy never to knowingly collect or maintain information about anyone under the age of 13.

Abercrombie & Associates recognizes its responsibility for protecting the online privacy of your personal information. If you have questions or comments about our administration of your personal information, please contact us at 250-370-9196. You may also use this number to communicate any concerns you may have regarding compliance with our Online Privacy Policy.