Privacy policy

We collect the information you provide to us on account application forms, paper or electronic instructions, and telephone instructions from you and/or your financial advisor. This information may include your:

• Name and address

• Social Insurance Number

• Financial advisor information

• Beneficiary name(s)

• Telephone and e-mail

• Date of birth

• Banking information

• Investment instructions

We limit the collection, use, retention and disclosure of your personal information to that which is permitted or required by law, or that which is reasonably necessary. We may use your personal information for these stated purposes:

• Establishing your account

• Administering your account

• Executing your transactions

• Communicating with you

• Ensuring our records are accurate

• Providing transaction confirmations

• Providing financial statements

• Issuing tax slips and proxy mailings

• Contacting your financial advisor

• Legal and regulatory requirements

Only EdgePoint employees with a business need to know, or whose duties reasonably require it, are granted access to your information. We also share your information with third-party services providers to maintain your account(s). We do not sell, rent or otherwise market your personal information.

We disclose your information to agents, vendors or other organizations only as set out in this Privacy Policy. Third parties provided with your personal information may include:

• Your financial advisor/investment dealer

• Third parties who provide services such as account statement preparation and mailing for us

• Financial Institutions and securities dealers when necessary to carry out your instructions, such as automatic deposits or withdrawals

• Governments, government agencies, regulators or others for whom we are legally obliged to provide information

• Entities to which we are legally obliged to provide information

We maintain physical, procedural and electronic controls appropriate to the sensitivity of your information, to protect it against risks such as loss or theft, unauthorized access, disclosure, copying, use, modification or destruction. These safeguards include secure office premises for authorized employees only, secure networks, and secure databases. We protect your personal information disclosed to third parties by ensuring that such parties have policies in place to protect the confidentiality of the information.

When you agree to use our services or submit personal information to EdgePoint, either directly or through your financial advisor, you are consenting to our collection from, verification with, and communication to, any third party for the purposes described above. You also consent to the collection, use, disclosure and processing of your information by EdgePoint’s agents and service providers for the purposes set out in this Privacy Policy. You may withdraw your consent to our use of your personal information by contacting us in writing. If you withdraw consent, you may limit the services or products we are able to offer you.

You may access the personal information we hold about you at any time by advising us in writing that you wish to do so. We may be unable to provide you with some information in certain circumstances, such as if the information also refers to other individuals, is subject to legal privilege, contains confidential information or is otherwise permitted or restricted by law. If we are unable to provide you with access to your personal information, we will give you an explanation. If you wish to advise us of any change in your personal information, or if you believe the information we have is inaccurate or incomplete, please contact us at 1.866.757.7207.

What’s a cookie?

Cookies are text files created by a web server when you visit a website. They’re temporarily stored on whatever device you use to access the site.

How long do cookies last?

• Session – Disappear when you close your browser

• Persistent – Used until they expire or they’re deleted

Can cookies be used to identify me?

Our website cookies use Google Signals, which means user data is aggregated and anonymized. We know someone is on the site, but not who is on the site.

What information do our cookies collect and how do we use it?

We try to keep cookie use to the minimum. The type of information we collect is based on the cookie category:

Website cookies

• Essential/user experience – Basic information like what page you’re on or accepting pop-ups.

• Analytics (optional) – Tracking the site’s performance and how visitors are using it. This helps us make sure that the site is usable and make it better when we can.

Email cookies

Sometimes, we send Emails to our advisor partners that include links with cookies. These cookies are used for analytical purposes to track activity on the EdgePoint/Cymbria websites. They will not work outside of these sites.

Allowing cookies

• Essential – they’re, well, essential. They’re always on.

• Analytics – by default, these aren’t on. We’d appreciate if you enable them so we can continue improving the site.

When you first visit the site, we’ll ask you if you want to enable the Analytics cookies or just leave the essential ones.

You can always change your mind here: Manage cookie preferences

What happens if I clear my cookies from my browser?

If you clear your cookies from your browser, all saved preferences (including cookie opt-ins/outs) will be lost. You will be prompted to save your preferences upon your next visit to our website.