At Bonafide Advisory, your privacy is of the utmost importance. We are committed to maintaining the accuracy, confidentiality, and security of your personal information. This privacy policy outlines how we collect, use, disclose, and protect your personal data.
1. Collection of Personal Information
We collect personal information for the purpose of providing you with group benefits consulting services. This may include, but is not limited to, your name, contact details, business information, and any other relevant data necessary for the creation and management of your group benefits plan. We collect this information through various methods, including email, phone, and in-person consultations.
2. Use of Personal Information
The information collected is used to design, market, implement, and manage your benefits plan. Specifically, we use your personal data to:
- Evaluate your business’s needs and recommend appropriate benefits solutions
- Communicate with you about services, updates, and benefits plan administration
- Ensure compliance with legal and regulatory requirements
- Improve our service delivery and customer experience
We do not use your personal information for purposes other than those identified unless we obtain your consent or as required by law.
3. Disclosure of Personal Information
We only disclose personal information to third parties as required to administer and service your benefits plan, such as insurers, third-party administrators (TPAs), and vendors. Any third party we engage must also comply with our privacy standards.
Bonafide Advisory does not sell or rent your personal information to any third party. However, we may disclose your information in the following situations:
- To comply with legal obligations, such as responding to subpoenas or other legal processes
- To protect the rights, property, or safety of Bonafide Advisory, our clients, or others
4. Security of Personal Information
We take all reasonable measures to protect the personal information you provide to us from unauthorized access, use, alteration, or disclosure. This includes maintaining physical, electronic, and procedural safeguards that meet or exceed industry standards.
5. Retention of Personal Information
Your personal information will be retained only for as long as necessary to fulfill the purposes for which it was collected, or as required by law. Once your information is no longer needed, it will be securely disposed of.
6. Your Rights
You have the right to access and request corrections to your personal information at any time. Should you wish to view, update, or correct your personal data, please contact us, and we will respond promptly to your request.
7. Consent
By engaging with Bonafide Advisory and providing us with your personal information, you consent to the collection, use, and disclosure of that information in accordance with this privacy policy.
8. Updates to this Policy
Bonafide Advisory reserves the right to update or change this privacy policy at any time. Any significant changes will be communicated to you through appropriate channels. We encourage you to review this policy regularly to stay informed about how we are protecting your information.
Contact Us
If you have any questions or concerns about our privacy practices or wish to make a request regarding your personal information, please contact us at:
Bonafide Advisory
Email: bonnie@bonafideadvisory.ca
Phone: 204-999-6204
Your privacy matters to us, and we are committed to safeguarding your personal information at all times.
