Privacy Policy

Our Commitment to Privacy

Mode Money Managers ("we," "our," or "us") is committed to protecting the privacy and confidentiality of your personal information. As a Canadian financial advisory firm, we comply with the Personal Information Protection and Electronic Documents Act (PIPEDA) and all applicable provincial privacy legislation.

Information We Collect

We collect personal information necessary to provide you with financial advisory services, including but not limited to:

• Contact information (name, address, email, phone number)
• Financial information (income, assets, investment objectives)
• Identification information (date of birth, SIN for tax reporting purposes)
• Employment and professional information

How We Use Your Information

Your personal information is used exclusively for the following purposes:

• Providing financial planning and investment advisory services
• Processing transactions and maintaining your account
• Complying with legal and regulatory requirements
• Communicating important updates about your investments
• Improving our services and client experience

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With your explicit consent
• With service providers who assist us in delivering our services (subject to confidentiality agreements)
• To comply with legal obligations or regulatory requirements
• To protect our rights, property, or safety, or that of our clients

Data Security

We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. This includes encryption, secure servers, and restricted access to personal information on a need-to-know basis.

Your Rights

Under PIPEDA, you have the right to:

• Access your personal information held by us
• Request corrections to inaccurate or incomplete information
• Withdraw consent for certain uses of your information (subject to legal and contractual restrictions)
• File a complaint with the Office of the Privacy Commissioner of Canada

Retention of Information

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy and to comply with legal and regulatory requirements. When information is no longer needed, it is securely destroyed or anonymized.

Contact Us

If you have any questions about this Privacy Policy or wish to exercise your privacy rights, please contact us at:

Mode Money Managers
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
Email: info@modemoney.ca