Effective Date: 2023-06-14

Thank you for visiting the website of Full Circle Financial Services Inc. ("Full Circle Financial Services," "we," "us," or "our"). We are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, store, and protect your personal information when you visit our website or engage in our insurance advisory, financial advising, and retirement planning services.

Introduction

This Privacy Policy explains how Full Circle Financial Services collects and handles your personal information. By using our website or engaging with our services, you consent to the collection, use, and disclosure of your personal information as described in this Privacy Policy.

Types of Information Collected

When you use our website or engage with our services, we may collect the following types of personal information:

Contact information:

Your name, address, email address, and phone number.

Financial information:

Information related to your financial situation, such as income, assets, and liabilities.

Health information:

Information about your health, medical history, and lifestyle relevant to the insurance products and services we offer.

Other information:

Any other information you voluntarily provide to us, such as your preferences, demographic information, or feedback.

Methods of Collection

We collect your personal information through various methods, including:

Information you provide:

When you complete forms on our website, correspond with us via email or phone, or provide information in person.

Information from third parties:

With your consent, we may collect information from third-party sources, such as credit bureaus or medical professionals, to facilitate our services.

Use of Information

We may use your personal information for the following purposes:

Sharing of Information

We may share your personal information with the following entities for the purposes described above:

Insurance carriers:

We may share your information with insurance carriers to facilitate the underwriting and issuance of insurance policies.

Service providers:

We may engage trusted third-party service providers who assist us in delivering our services, such as IT support, marketing, and customer support.

Business partners:

With your consent, we may share information with business partners who offer complementary products or services.

Legal obligations:

We may disclose your information if required by law, court order, or government regulation.

Data Retention

We will retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law. When your information is no longer needed, we will securely dispose of it.

Security Measures

We employ reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. However, please note that no method of transmission over the internet or electronic storage is 100% secure.

User Rights

You have certain rights regarding your personal information, subject to applicable laws. These rights may include the right to access, rectify, restrict processing, and delete your data. To exercise these rights or for any privacy-related inquiries, please contact us using the information provided in Contact Information section.

Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you are a parent or guardian and believe we may have inadvertently collected personal information from your child, please contact us immediately.

Updates to the Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our information practices or applicable laws. The updated version will be posted on our website with a revised effective date. We encourage you to review this Privacy Policy periodically.

Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us using the following details:

Full Circle Financial Services Inc.

Address: 7195 Route 105, Upper Brighton, NB E7P 1P2

Phone: 506-324-5041

Email: tyson@fcfinancialservices.ca

Please note that any communication related to privacy matters should be directed to the provided contact information.

This Privacy Policy applies solely to information collected by Full Circle Financial Services through our website and services and does not extend to any third-party websites or services linked to or from our website.

By using our website and engaging with our services, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.

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Website Disclaimer:
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
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