SFRL
Privacy of the Policy
1. Purpose of the Policy
The protection of personal information is critically important for Services Financiers Robert Laliberté. This policy aims to express our commitment to protecting the personal information of our clients, employees, and all other stakeholders. We are committed to complying with all applicable laws and regulations regarding the protection of personal data.
Our policy sets out our guidelines on the collection, processing, use, disclosure, retention, and deletion of your personal data. It also provides information on the protective measures in place to safeguard your data’s confidentiality and the steps to follow to exercise your access and correction rights.
2. Personal Information
Personal information means information relating to an identified or identifiable natural person. This information is confidential, meaning it cannot be shared with third parties without the explicit consent of the person concerned, except in cases expressly permitted by law. Personal data must be protected, whether stored by the company itself or by a third party, regardless of their format and medium, whether written, graphic, audio, visual, computerized, or otherwise.
Examples of personal data we may collect in the course of our services:
-Name, address, email, and phone number, age, gender, marital and family status;
-Identification numbers such as your driver’s license number, social insurance number, health insurance card number;
-Financial information, such as your employer, sources of income, credit history, assets, liabilities, investor profile, financial needs analysis, and banking details;
-Medical information, if needed, for some of our insurance products;
-Pension plan (employer, RREGOP, RREP, RRQ);
-Information on financial products you hold with us or elsewhere;
-Online identifiers;
-Insurance information;
-Legal information, such as your will, mandate in case of incapacity.
Be wary that isolated data may be meaningless, but combined, they may identify you.
3. Collection of Personal Information
When you provide personal information (through our website servicesfinanciersrobertlaliberte.com, by email, in person, or by phone), you consent to the processing of this data per the terms of this policy. You also grant Services Financiers Robert Laliberté, as well as its suppliers, service providers, and commercial partners, permission to use your personal data for the purposes specified below.
Please note that our website does not use tracking cookies, and we do not collect personally identifiable information without your explicit consent.
4. Use of Personal Information
We do not sell, trade, or transfer personal information to third parties. We will only use your personal information for the purposes for which you provided it, unless we obtain clear authorization from the concerned individual or if required by law.
5. Retention of Personal Information
We will retain personal data only for a period of 5 years after the purposes for which they were collected have been achieved, or as required by applicable laws and regulations. Afterwards, the data will be destroyed.
6. Security of Personal Information
We will take appropriate measures to safeguard personal information against unauthorized access, disclosure, alteration, or destruction. This includes IT security controls and staff training.
7. Disclosure of Personal Information
We will only disclose personal information to third parties if it is necessary to fulfill the purposes for which it was collected, or when required by law.
8. Rights of Individuals: Access and Rectification
Individuals have the right to access their personal information and request corrections if it is inaccurate. We will implement all reasonable measures to facilitate this access and these amendments. An individual’s rights include:
-Right of access: The right to confirm the existence of processing of personal data concerning you and the right to obtain a copy of this data.
-Right of rectification: The right to request correction of any incomplete, inaccurate or ambiguous personal information we hold.
-Right to withdraw consent: The right to revoke your consent for the disclosure or use of collected personal data.
9. Links to Third-Party Websites
Our website may contain links to third-party sites. We are not responsible for their privacy policies or practices. We encourage you to review the privacy policies of these sites.
10. Consent
Where consent is required for the processing of personal data, we obtain explicit consent from the individual concerned and allow individuals to withdraw their consent at any time.
11. Notification of Data Breaches
In the event of a personal data breach, we will comply with legal obligations by notifying supervisory authorities and affected individuals. Our approach will be characterized by full transparency regarding the situation.
12. Accountability and Commitment
We have appointed a person responsible for personal data protection charged with monitoring compliance, advising the organization, and serving as a contact point for questions relating to data protection.
13. Training and Awareness
We provide data protection training to our staff and raise awareness among all employees of the importance of confidentiality and data protection.
14. Evaluation and Review
This document is continually updated to ensure you are informed of developments in our privacy practices and to harmonize and ensure compliance with applicable laws. We encourage you to check this policy frequently to stay informed.
Contact Us
If you have questions or complaints about our privacy policy, please do not hesitate to contact us at myrian@servicesfinancierslaliberte.com.
You may also contact us by phone at (450) 947-1311 or by mail at 2034 Route 112, Saint-Césaire, QC, J0L 1T0.
Revision Date: September 30, 2025