Privacy Statement

At T. Williams Financial Services Ltd., the privacy and protection of personal information is important to us. As a distributor of financial products and services, the collection and use of customers' personal information is fundamental to our day-to-day business operations. T. Williams Financial Services Ltd. is also concerned about the personal information of its employees and representatives.

Therefore, we have established this Statement of Corporate Privacy Principles to govern how we collect, use, retain and disclose personal information. Each employee and representative must abide by our commitment to privacy in the handling of personal information. In handling customer, representative and employee personal information, we abide by the following principles.

 

Information We Collect

  • We collect personal information in compliance with applicable laws and ethical business practices, in order to provide products and services and to conduct business.

  • We limit the information we collect to that which is necessary for, or related to, these purposes.

How We Use Personal Information

  • We may use or disclose your personal information for the purposes for which it was collected, other purposes you consent to, or as required or permitted by law.

  • We will not share your personal information, without your consent, with any organization outside our company for the purpose of that organization marketing its products or services to you.

  • We will keep your personal information only as long as needed to satisfy the purposes for which it was collected or as required or permitted by law.

  • We aim to keep our records of your personal information as accurate and up to date as is necessary to fulfill the purposes for which it is used.

Safeguards

  • We will protect personal information with security safeguards that are appropriate to the sensitivity of the information, in order to protect it from unauthorized access, release or use.

Our Privacy Commitment

  • We are committed to handling the personal information under our control with care. We have designated individuals who are responsible for monitoring our ongoing compliance with the Privacy Principles.

  • We will make information about our privacy policies and practices for managing your personal information available to you.

  • Upon your written request, we will provide you with reasonable access to your personal information and a description of its use or disclosure, as required or permitted by law. You may also verify the accuracy and completeness of your information, and request that it be amended, if appropriate.

T. Williams Financial Services Ltd.                                       Proudly created by Candid Marcom 

Broker Services

Together we'll find a plan for you.

If the Chamber Plan isn’t the right fit for you we can find other solutions that address your specific requirements. Rest assured that we will work diligently to meet all your benefit needs. 

Including:

Extended Health

Plan options provide a wide range of options such as Prescription Medications, Paramedical Services, Medical Equipment, Ambulance, and Emergency Medical for Out of Province & Country Travel.

Dental

Choosing a yearly coverage amount and benefit options that can include: Basic Services – Cleaning, filling, x-rays, etc. Major Restorative Services – Crowns, Dentures, etc. and Orthodontics.

Disability

Replacing some lost income if an injury or illness should happen. Solutions for both Short Term and Long Term Disability Benefits to help an employee.

Critical Illness

A benefit that helps meet the financial demands that often accompany a significant health change.

Life and Accidental

Death & Dismemberment (AD&D)

Life Insurance is a vital part of preparing for the future. It helps protect your employees and their families against the loss of income when an employee dies. AD&D provides added financial assistant if, as a result of a dismemberment.

Employee Assistant 

Programs

Support for you and your family that provides confidential professional counselling and guidance from experts who understand.

Personal Insurance

We realize that each of our clients comes to us with unique and different objectives but require the need for strategic risk management (or may want to say: and may require strategic risk management help). We know that having the right type of protection can play a fundamental role in your financial plan.

We will sit down with you to evaluate your insurance requirements and goals. As an insurance broker, we can assist you in finding solutions and products that best fit your needs that will help to protect your income against a premature death, illnesses or injuries.  We can make objective recommendations that will always put your needs first.