Dotun Afouda (“we,” “us,” or “our”) is committed to protecting the privacy, confidentiality, and
security of the personal information you entrust to us.
This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in
accordance with applicable privacy laws in Canada, including the Personal Information Protection and
Electronic Documents Act (PIPEDA).
By engaging our services, visiting our website, or communicating with us, you consent to the practices
described in this Privacy Policy.
1. What Personal Information We Collect
We may collect the following types of personal information, depending on the services you request:
- Full name
- Address
- Telephone number
- Email address
- Date of birth
- Gender
- Marital status
- Employment and income information
- Health information (for insurance purposes)
- Identification numbers (e.g., driver’s license, SIN — if required and consented)
- Beneficiary information
- Banking and financial information
We only collect information necessary to fulfill the purposes identified in this Policy.
2. How We Collect Information
We collect personal information directly from you through:
- Application forms
- Telephone or email communication
- In-person meetings
- Our website (through contact forms or scheduling tools)
- Third parties, with your consent (e.g., medical providers, financial institutions, insurers)
3. Purposes for Collecting Your Information
We collect and use your personal information to:
- Verify your identity
- Understand your insurance and financial needs
- Recommend appropriate products and services
- Prepare and submit applications to insurance companies
- Communicate updates and manage ongoing client relationships
- Respond to inquiries and provide customer support
- Comply with legal and regulatory requirements
- Prevent fraud and financial crime
We will not collect, use, or disclose your personal information for any other purpose without your
consent.
4. Consent
Your consent may be expressed (in writing, verbally, electronically) or implied (through actions such
as providing information after being informed of the policy).
You may withdraw your consent at any time, subject to legal or contractual restrictions and
reasonable notice.
Please note that withdrawing consent may impact our ability to provide you with certain products or
services.
5. How We Protect Your Information
We take appropriate technical, physical, and organizational measures to safeguard your personal
information against loss, theft, and unauthorized access or disclosure, including:
- Secure client management systems
- Password-protected files and computers
- Limiting access to authorized personnel only
- Regular privacy and security training
- Despite our best efforts, no method of transmission over the Internet or method of electronic storage is 100% secure.
6. Disclosure of Your Information
We may disclose your personal information to:
- Insurance companies, investment firms, or service providers to process your applications
- Medical professionals (with your consent) for underwriting purposes
- Financial institutions (where necessary for policy funding)
- Legal or regulatory authorities as required by law
- Authorized agents, subcontractors, or employees assisting with services (bound by confidentiality
- agreements)
We do not sell or rent your personal information to third parties for marketing purposes.
7. Retention of Your Information
We retain your personal information only as long as necessary to fulfill the identified purposes, meet
legal obligations, and resolve disputes.
When information is no longer required, it is securely destroyed, erased, or made anonymous.
8. Your Rights
You have the right to:
- Access your personal information
- Request correction of inaccurate or incomplete information
- Withdraw consent (subject to legal or contractual obligations)
- File a complaint about our privacy practices
To make a request, please contact us (details below).
9. Cookies and Website Tracking
Our website may use “cookies” to enhance your user experience. You can control cookie preferences
through your browser settings.
We may also collect anonymized website usage statistics to improve our services.
10. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in legal requirements, services, or
privacy practices.
The effective date will be updated, and any significant changes will be communicated where
appropriate.
11. Contact Us
If you have any questions about this Privacy Policy, or wish to access, correct, or delete your personal
information, please contact:
Dotun Afouda
Email: [email protected]
Phone: 437-259-3887
Address: 600 Bellatrix Walk, Ottawa, ON K2J 6N4
Attention: Privacy Officer