Privacy Policy
Last Updated: July 15, 2026
OUR COMMITMENT TO PRIVACY
At The Estate Advisory Board Inc., we recognize how important personal privacy is to you and to all our clients. To provide the highest possible level of protection to you, we maintain standards designed to protect your privacy and prevent any misuse of your personal information. We have adopted the following principles and procedures which outline how we gather, protect, and use personal information, and how we will hold ourselves accessible and accountable to you. As used herein, "personal information" is any information that identifies you as an individual and includes information with respect to your name, address, age, gender, employment, finances, health, and lifestyle.
WHY IS PERSONAL INFORMATION COLLECTED?
We collect personal information to identify you as a person and to assist in our understanding of your current and future financial, health and lifestyle needs and determine the suitability of and properly administer the products and services we offer. Other information we ask for will depend on the products or services you request and, in most cases, will be required by the product or service provider selected or by law.
HOW DO WE COLLECT PERSONAL INFORMATION ABOUT YOU?
We will only collect information that is pertinent and consistent with the purposes of the collection. Whenever practical, we will collect the required information directly from you or your authorized representative(s), in completed applications and forms, through other means of correspondence, such as the telephone, mail and through your business dealings with us. With your consent, we may also obtain personal information about you from third parties such as your other financial advisors, legal advisors, and health care professionals. It is always your choice whether to provide personal information or to consent to our obtaining personal information about you from third parties. In many cases, you are free to refuse or withdraw your consent at any time. However, if you choose not to provide requested personal information or consents, we may not be able to provide certain products or services to you.
PROTECTION OF PERSONAL INFORMATION
Personal information may be stored in both physical and electronic formats, except for clients residing in Quebec whose information will be stored exclusively in electronic format. Personal information may be processed or stored outside of Quebec or Canada by service providers acting on our behalf. In such cases, The Estate Advisory Board Inc. takes reasonable steps to ensure appropriate privacy and security protections are in place. We maintain administrative, technical, and physical safeguards designed to protect personal information from loss, theft, unauthorized access, disclosure, copying, use or modification.
In the event of a privacy breach, or if a confidentiality incident involving your personal information presents a risk of serious harm, we will take steps required by applicable privacy legislation, including notification to affected individuals and regulatory authorities where required.
AUTHORIZATION AND CONSENT
We will not disclose your personal information to third parties without your knowledge and informed consent except where required or permitted by law.
By signing this document, you provide your informed consent for the collection, use and disclosure of your personal information for the purposes described in this Privacy Notice. This includes your consent for The Estate Advisory Board Inc. to collect, use and disclose your personal information for the purpose of establishing and maintaining your client file, opening and administering financial accounts and products related to the services we provide, and managing our ongoing professional relationship with you. You may withdraw your consent at any time, subject to legal or contractual restrictions and reasonable notice.
DISCLOSURE AND USE OF PERSONAL INFORMATION
The disclosure of your personal information will be restricted to those who have a need for, and the right to, the information. Otherwise, The Estate Advisory Board Inc. will not sell, trade, or lend your persona! information to any third parties unless lawfully permitted or required, or we have your consent to do so. Your consent may be expressed in writing, or it may be given verbally, electronically, or through your authorized representative(s). We will imply your consent to use personal information collected from you for the purposes explained to you or to the collection and use of personal information from third parties identified by you for purposes of obtaining and administering the products and services you request. You may withdraw your consent for us to collect, use and disclose your personal information, if there are no legal or contractual reasons preventing you from doing so. Depending on the circumstances, however, withdrawal of your consent may impact our ability to obtain or continue the products and services you have requested.
We may use service providers to provide us with numerous services such as printing, mail distribution, information technology and administration. Where personal information is provided to our service providers, The Estate Advisory Board Inc. will require them to protect the information in a manner that is consistent with our privacy policies and practices.
CONTACTING US
You have the right to request access to your personal information and request corrections if you believe any information is inaccurate or incomplete. Furthermore, we have a Privacy Officer who is able to address any questions or concerns you may have with respect to our privacy policies and practices, or if you would like to withdraw or opt out of express or implied consent. Our privacy officer can be contacted by phone, mail, or email as per the details below.
Privacy Officer
The Estate Advisory Board Inc.
600, 700 2nd Street SW
Calgary, AB T2P 2W1
Phone: (587) 315-0319
Email: info@thewealthcouncil.ca