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Privacy

We know you value your privacy and protecting our clients' personal information is an integral part of our corporate values. Covenant Planning Group Inc., and its subsidiary Covenant Capital Management Inc. are both committed to safegaurding this information in an appropriate and professional manner. We understand this is critical for the development of life-long relationships with our clients.

Providing planning services and having the ability to act on behalf of clients requires us to obtain certain personal information. However, we have implemented the following policies to ensure personal information is only used according to the client's intentions:

  • All employees are accountable for protecting personal information held by us or transferred to a third party for processing.
  • We do not sell our clients' personal information.
  • We limit the collection of personal information to only that information which is required for the purposes identified.
  • We use or disclose personal information only for the purpose for which it was collected, unless the individual consents, or the use or disclosure is authorized by law.
  • Personal information is kept as accurate, complete and up to date as necessary, taking into account its use and the interests of the individual.
  • When requested, we will give individuals access to their information. We will correct or amend any personal information if it is inaccurate or incomplete.

For any questions or concerns, contact us at:

Privacy Officer
Covenant Group
20385 64th Avenue
Langley, B.C
V2Y 1N5
Phone: (604) 546-1100
service@covenant.ca