Oakville Financial Planner | John Radul CFP

INVESTOR PRIVACY NOTICE

As an organization that collects, uses and discloses personal information, John Radul is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia and Quebec), effective January 1st, 2004. In complying with these laws, it is important that John Radul provides you with information so that you may fully understand the purposes for which your personal information is collected.

Over the course of your relationship with John Radul, personal information will be collected in order to administer your accounts. This information typically includes your financial information and investment objectives, in addition to your current investments, banking information and your social insurance number. At times, John Radul may be required to provide this information to outside organizations such as insurance companies, mutual fund companies in which you invest, self-regulatory organizations, securities regulators, law enforcement agencies and to companies that perform services on our behalf. These organizations, like John Radul, are bound and must comply with the same federal/provincial privacy act(s). John Radul does not disclose your information to any other organization(s) to use for their own purposes and in particular will never sell or trade your personal information.

The purposes for which we collect, use and disclose your personal information are central to our being able to provide you with our services. Should you have objections to the collection and disclosure of your personal information, as listed in the foregoing, John Radul will no longer be in a position to provide you with these services. Therefore, by maintaining your account with John Radul we will consider that you have consented to our collecting, using and disclosing your personal information.

If you wish to review or make changes to your personal information you may do so by contacting John Radul directly.

John Radul, CFP
Wise Advisory Group
1315 North Service Road East,
Suite 203,
Oakville, ON
L6H 1A7

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Wise Advisory Wealth Management, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Wise Advisory Wealth Management and covered by the CIPF. Financial planning and insurance services are provided through Wise Advisory Group. Wise Advisory Group is an independent company separate and distinct from ACPI/Wise Advisory Wealth Management.

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Wise Advisory Wealth Management, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Wise Advisory Wealth Management and covered by the CIPF. Financial planning and insurance services are provided through Wise Advisory Group. Wise Advisory Group is an independent company separate and distinct from ACPI/Wise Advisory Wealth Management.

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Wise Advisory Wealth Management, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Wise Advisory Wealth Management and covered by the CIPF. Financial planning and insurance services are provided through Wise Advisory Group. Wise Advisory Group is an independent company separate and distinct from ACPI/Wise Advisory Wealth Management.

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© 2024 John Radul.
All rights reserved.

Privacy | Disclaimer

© 2024 John Radul. All rights reserved.