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.
Collection of Non-Personal Information
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
Phone: (403) 968-1979
Mail: Finovo Wealth Inc., Suite 600, 630 8th Avenue SW, Calgary, AB T2P 1G6