Privacy Policy

At Lighthouse Money Management, we take your privacy seriously. We comply with the Personal Information Protection and Electronic Documents Act (PIPEDA) to ensure your personal information is collected, used, and disclosed responsibly.

Why We Collect Your Information

We collect personal information to manage your account(s) and provide financial services. This includes details such as:

• Income sources, assets, and debts
• Investment objectives and current holdings
• Banking information, date of birth, and Social Insurance Number (SIN)

This information allows us to:

• Buy and sell mutual funds on your behalf
• Provide account reporting and regulatory compliance

How Your Information Is Shared

We may share your information with:

• Mutual fund companies you invest in
• Regulatory organizations (e.g., securities regulators)
• Law enforcement or service providers acting on our behalf

All third parties must comply with federal and provincial privacy laws. We never sell or trade your personal information.

Your Consent
By maintaining an account with us, you consent to the collection, use, and sharing of your personal information as outlined. If you withdraw consent, we may no longer be able to provide our services.

Advisor Roles
Your advisor acts on behalf of our mutual fund dealer but may also offer other products. In such cases, they will inform you about any additional use or disclosure of your information.

Data Security
We only collect the information necessary to serve your needs. We use secure, reputable software and cloud-based tools for data management. Some services may store data in secure environments outside Canada (e.g., the U.S.). For details about our privacy measures, please contact your advisor.

Questions or Concerns
If you have questions about how we handle your personal information, please reach out to your advisor directly.