Birch Leaf Investments

Protecting privacy is critical.

We are responsible for keeping the information we collect from you safe and protected.

We will only collect the information from you that is necessary to perform our duties as it relates to our business. We will always obtain your consent prior to using or disclosing your information, with the exception of personal information collected, used or disclosed for legal or security purposes.

We will keep your personal information as accurate, complete and up-to-date as necessary for the purposes for which it is to be used.

If you are a client, we may disclose your personal information to our data processor providers, custodians and trustees for the purpose of providing specific client services such as producing quarterly reports, statements and tax slips. We will only disclose information that is crucial for the third party to complete the task.

We will only keep your personal information in our records so long as it is needed for the identified purposes or as required by law. Once the information is no longer needed, it will be destroyed.

Personal information which is collected as a result of a request for newsletters, mail or literature requests will only be used to respond to the inquiry.

Our website may contain links to other websites. If you click on one of those links and enter another website, we are not liable for any personal information you might have provided when you entered that website.

If you have any questions, concerns or issues about our Privacy Policy or about confidentiality issues or other issues raised here, you may contact us as follows:

By mail
BirchLeaf Investments Inc.
Attn: Chief Compliance Officer
1649 Birchwood Drive
Mississauga, Ontario
L5J 1T5