H4Privacy Policy

At Finovo, we are committed to safeguarding and protecting your personal information. This Privacy Policy outlines our policies and procedures regarding your personal information, and lets you know exactly how we’re protecting the information you entrust to us. This Privacy Policy may be updated periodically to reflect changes to our personal information practices. We strongly encourage you to refer to this Privacy Policy often for the latest information about our personal information practices.

Collection of Personal Information

Finovo requires certain personal information in order to assist us in assessing your financial needs, ensuring proper details for communication and account administration, and allowing us to fulfill our legal and regulatory obligations.

The information that Finovo may request may include, but is not limited to, the following: name, address, Social Insurance Number, date of birth, spousal information, financial information, investing preferences, employment information, banking information, or other information relevant to the services that we provide.

Finovo will collect personal information through the completion of forms or information requests on our company website. Additional information may be obtained through formal or informal conversations, email exchanges, referrals, or information provided by other third parties.

Protection of Personal Information

Finovo will protect all information that could identify an individual client. This includes information in any form, including information transmitted over the internet. Finovo shall not use a client’s personal information for purposes other than for which it was collected. Access to a client’s personal information shall be restricted to those Employees who need to have access to that information for the purposes of meeting their employment obligations.

Any personal information collected by Finovo in physical form shall be kept behind a locked door or within a locked cabinet. Any personal information collected by the Company in digital or electronic form shall be kept behind a password-protected computer system or shall be otherwise secured. As another layer of protecting your information, any information that Finovo stores is encrypted using the highest security standards.

Finovo will share only the information which is reasonably required in the normal course of business with third parties such as our custodians, securities regulators, auditors, legal counsel, or law enforcement agencies, each of whom are bound by similar privacy policy standards. We will not sell, rent or lease your personal information.

Collection of Non-Personal Information

Finovo uses cookies and other similar technologies to collect non-personal information which will enable us to provide you with a better, faster, and safer experience. Cookies are small files that websites place on your computer as you browse the web. Like many websites, Finovo uses cookies to discover how people are using our services and to make them work better.

Finovo will use analytics tools, such as Google Analytics, to collect non-personal information in the form of various usage and user metrics when you use our online Sites and/or Services.

Accessing Your Personal Information

You may request to access your personal information that we maintain by contacting our Chief Compliance Officer in writing. Except as otherwise noted in this Privacy Policy, we will not disclose any personal information to a third party without your written consent.

If you have any questions regarding our Privacy Policy, please direct your enquiry to the attention of the Chief Compliance Officer by any of the following methods:

Phone: (587) 333-328O
E-mail: info@finovo.ca
Mail: Finovo Wealth Inc., Suite 815, 736 8th Avenue SW, Calgary, AB T2P 1H4