We collect, use and disclose personal information in order to ensure that we provide clients with the right products and the right services. We value our clients trust. To earn that trust, we are committed to the following ten privacy principles:
As an organization, we collect various types of client Personal Information (PI). Examples of the PI we collect from our clients include:
Contact Information: name, address, postal code, phone number, email address
Demographics: date of birth (age), gender, income
Financial Information: banking/credit card information
Interests: interests, hobbies, sports, travel
Other: SIN, driver’s license, health & medical information
Ten Privacy Principles
1. Accountability – We are responsible for the personal information under our control. We have designated individuals who are responsible for monitoring our ongoing compliance with these privacy principles. We protect all personal information held by our organization or transferred to a third party for processing. We have developed and implemented personal information policies and practices. We regularly access our privacy management program and address any shortcomings.
2. Identifying Purposes – The purposes for which personal information is collected will be identified by us and we will identify why it is needed and how it will be used. We will identify any new purpose for the information and obtain the client’s consent before using it.
4. Limiting Collection – We limit our collection of personal information to that which is necessary for the purposes identified, and only collect personal information by fair and lawful means. Staff members can explain why the information is needed.
5. Limiting Use, Disclosure and Retention – We will not use or disclose personal information for purposes other than those for which it was collected and will not retain personal information longer than necessary. We have guidelines and procedures in place for retaining and destroying personal information.
Sharing of personal information with third parties: We share client PI with the Insurance Companies we are contracted with, our MGA – Bridgeforce Financial Group Inc., and the Paramedical Companies we use for services. We will also disclose your personal information if we are required by law to do so.
6. Accuracy – We try to ensure and maintain the accuracy and completeness of the personal information we use and collect. Client personal information is kept as accurate, complete and up to date as possible.
7. Safeguards – We protect personal information by security safeguards appropriate to the sensitivity of the information. Personal information is protected against loss, theft, unauthorized access, copying, use or modification.
8. Openness – We will readily make available to you information about our privacy policies and practices. We will inform clients that we have policies and practices for the management of personal information. These policies and practices will be understandable and easily available.
9. Individual Access – Upon written request, clients will be informed of the existence, use and disclosure of their personal information, and will be given access to that information subject to exceptions permitted by law. The client may challenge the accuracy and completeness of the information and have it amended as appropriate. Should there be any disagreement on the file we will advise third parties where appropriate. We will provide a copy of the information requested, or reasons for not providing access.
10. Inquiries and Concerns – We have simple and easily accessible complaint procedures. We will investigate all complaints received and take appropriate measure to correct information handling practices and policies. Clients may contact Lindsay Newton, Privacy Officer with any inquiries or concerns about our privacy policies and practices at:
Dorbar Insurance Agency Inc.
217 Speers Rd Unit 1
Oakville, ON L6K 0J3
Or call: 1-800-937-5129 Ext. 222