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.

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

Services

As a broker, we offer the ability to search the market for Benefit Solutions on your behalf. We take the time to get to know you and your business to design a plan that fits your needs and budget.

 

We walk you through the process from start to finish, provide online administration training and act as your first point of contact for all ongoing plan servicing and employee help. 

CHAMBER OF COMMERCE® GROUP INSURANCE PLAN

Thousands of small business owners join the Chambers Plan each year because it’s the simple, stable, smart choice for their business: combining accessibility, flexible options and pooled benefits that add stability to their employee benefits

BROKER SERVICES

As a full service agency we are able to provide a range of services to suit your needs.

PRIVATE HEALTH SERVICES PLAN

If an Employee Group Insurance plan doesn’t suit your needs you may want to look at a Private Health Spending Account. For more information click button below.

REQUEST A QUOTE

We aim to contact you within one business day of receiving your enquiry to discuss your requirements in more detail.  
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Alternatively, you are welcome to contact any member of our team directly using the numbers provided on the Team or Contact Us page. 
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Thank You!

INSURANCE PROVIDERS

WE WORK WITH

 

Chambers of Commerce

Group Insurance Plan

Canada Life

Edge Benefits

Puhl Benefits

Benefits by Design

Blue Cross

Olympia Trust

Manulife

Great West Life

Encon