Wilson Insurance and Financial
  • HOME
  • SERVICES
    • FINANCIAL PLANNING
    • BUSINESS
      • BUSINESS CONTINUATION
      • BUSINESS SUCCESSION
      • EXECUTIVE BENEFITS
      • GROUP BENEFITS
    • LIFE STAGES
      • STARTING YOUR CAREER
      • GROWING FAMILIES
      • MATURING FAMILIES
      • PREPARING FOR RETIREMENT
      • RETIREES
    • INSURANCE
      • TYPES OF INSURANCE
    • INVESTMENTS
    • HEALTH SPENDING ACCOUNT
  • ABOUT
    • SUPPLIERS
    • PRIVACY & TERMS OF USE
  • EVENTS
  • BLOG
  • CONTACT
  • TOOLS
  • Search
  • Menu Menu
  • LinkedIn
  • Facebook
Slide background

Privacy Statement & Terms of Use

Privacy Statement

Our Privacy and Commitment to Protecting your Privacy

Wilson Insurance and Financial Strategies values your business and we thank you for your confidence in choosing our firm as your source of advice and product. As our client, you trust us with your personal information. We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us.
Your Rights as they pertain to your personal information

    • You have the right to know why an organization collects, uses or discloses your personal information.
    • You have the right to expect an organization to handle your information reasonably and to not use it for any other purpose other than the one to which you consented.
    • You have the right to know who in an organization is responsible for protecting your information
    • You have the right to expect an organization to protect your information from unauthorized disclosure.
    • You have the right to inspect the information an organization holds about you and make sure it is accurate, complete and current.
    • You have the right to expect an organization to destroy your information when requested or when no longer required for the intended original purpose.
    • You have the right to confidentially from an organization about how it handles your information and to the Privacy Commissioner of Canada if need be.

How we Collect, Use and Disclose Your Information

When you do business with us, you share personal information so that we may provide you with products and services that best meet your needs. We assume your consent allows our firm to use this information in an appropriate manner. We may use and disclose this information in order to:

    • Communicate with you in a timely and efficient manner
    • Assess your application for investment, insurance and other services available to you by our firm
    • Evaluate claims and underwriting risks when required
    • Detect and prevent fraud
    • Analyze business results
    • Act as required or authorized by law

What We Will NOT Do With Your Information

We do not sell client information to anyone; nor do we share client information with organizations outside of our relationship with you.
We Strive to Protect Your Personal Information*

All employees, associated advisors and suppliers who are granted access to client records understand the need to keep this information protected and confidential. They know they are to use the information only for the purpose intended. This expectation is clearly communicated. We’ve also established physical and systems safeguards, along with proper processes, to protect client information from unauthorized access or use.

Website Terms of Use

Upon accessing and utilizing this website, all users are agreeing to comply by the following terms of use. These terms apply to all content, products, and services contained within this website.

1. Responsibility of Contributors

If you contribute any content to this website, you are accepting all responsibility for the content. Therefore, you will be held liable for any harm that results from the use of that content. Any type of content (text, images, graphics, etc.) contributed to this website must not:

      • Infringe the proprietary rights of a third party
      • Contain any viruses or other destructive content
      • Be spam or unwanted commercial content
      • Contain offensive material

2. Responsibility of Visitors

Visitors of this website are to be responsible for taking precautions when reviewing, using, or downloading material from this website. The material posted to this site has not been, and cannot be, 100% reviewed, and therefore Wilson Insurance and Financial Strategies cannot be responsible for the material’s content, use, effects, or accuracy.Wilson Insurance and Financial Strategies disclaims responsibility of any harm or loss resulting from the use of this website.

3. Content Posted on Other Websites

Wilson Insurance and Financial Strategies is not responsible for content found or used via links to other website. We have not reviewed or endorsed the material contained within any outside websites, and disclaim any responsibility for any harm or loss resulting from the use of these external sites.

4. Copyright Infringement

We as that you respect the intellectual property rights of our website and Wilson Insurance and Financial Strategies, as well as the intellectual property rights of others. Any visitors found repeatedly infringing upon copyrights will no longer be allowed to access the site. If visitors see material on the website that does violate intellectual property rights of any kind, we ask that you notify our staff immediately so appropriate action can be taken.

5. Intellectual Property

Your use of this website does not give you permission to reproduce or use any trademarks, service marks, graphics, or logos representing Wilson Insurance and Financial Strategies or those representing third-parties.

6. Termination

We maintain the right to terminate your access to all or any part of this website at any time, with or without cause, and with or without notice.

7. Disclaimer of Warranties

This website disclaims all warranties that the content within will be error free or that access to the site will be unlimited, continuous, or uninterrupted. Visitors use, download, or obtain services at their own discretion and risk.

8. Limitation of Liability

In no event will Wilson Insurance and Financial Strategies be liable, with respect to any subject matter of this agreement, under any legal theory for any loss, damages, cost or harm of any kind.

9. General Representation

By using this website, you agree to act in strict accordance with this agreement, the privacy policy, as well as all applicable laws and regulations.

10. Indemnification

You agree to indemnify and hold harmless Wilson Insurance and Financial Strategies and all of its staff members from and against any and all claims and expenses, including attorney’s fees, arising out of your use of this website, including but not limited to your violation of this agreement.

11. Miscellaneous

Through use of this website, users agree to all subject matter included in these terms of service. These terms can be modified or updated by executives of the Wilson Insurance and Financial Strategies at any time. This website will be governed by the laws of the province of Ontario, Canada. If any part of this agreement is deemed invalid, that part will be construed to reflect the parties’ original intent, while the remaining sections of the agreement will remain in full force.

How to File a Complaint

Privacy & Terms of Use

By accessing this website and any pages thereof, you agree to be bound by the terms of the Legal Notices and Disclaimers set out below. If you do not agree with the terms and conditions of these Legal Notices, do not access this website or any pages thereof.

Internet Communications

Without the use of secure encryption, the Internet is not a secure medium and privacy cannot be ensured. Internet e-mail is vulnerable to interception and forging. We cannot ensure the privacy and authenticity of any information, and will not be responsible for any damages you may incur if you communicate confidential information to us over the Internet or if we communicate such information to you at your request.

No Advice

The information provided on this website is intended for informational purposes only and is not intended to constitute financial, accounting, and legal or tax advice. For information specific to your situation you should consult a professional.

Accuracy and Changes

Facts and information provided on this website are believed to be accurate at the time they are posted. However, this website could include inaccuracies, typographical errors, or out-of-date information. Changes may be made at any time to the information on this website without prior notice

Disclaimer of Warranty and Limitation of Liability

We do not warrant the accuracy, completeness, quality, adequacy or content of any information on this website. Such information is provided “as is” without warranty or condition of any kind, either expressed or implied, including, without limitation.

We will not be responsible or liable for any direct, indirect, special, incidental, or consequential damage, or any other damages whatsoever, including, without limitation, lost revenues, lost profits or loss of prospective economic advantage, resulting from the use of or misuse of or inability to access or use this website.

No Solicitation

Nothing on this website constitutes a solicitation or offer by us to buy or sell products or provide services of any kind whatsoever. You should always contact a professional.

Applicable Jurisdiction

The information on this website is intended for use by persons resident in Canada, in the Province of Newfoundland only. Any products or services mentioned on this website are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale.

Third Party Links

Links to other websites are for convenience and information only and are independent from this site and therefore we have no control over the content of a lined website and will not be held liable for any inaccuracies in such information for the content of any linked website that are not maintained by us. We make no claims that third party websites will be free of viruses, Trojan horses or other destructive components on or from such links. Linking to another website is done at your own risk.

Material to be Consulted in its Entirety

All information on this website is meant to be reviewed in its entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices.

Send us mail

To file a complaint: Client Complaint

Pages

  • #5241 (no title)
  • About
  • Blog
  • Blog Post Page
  • Business
  • Contact
  • Events
  • Financial Planning
  • Home
  • How will rising interest rates impact Canadians?
  • Insurance
  • Investments
  • Life Income Fund (LIF)
  • Life Stages
  • Locked-in Retirement Account (LIRA)
  • Non-registered Savings Plans
  • Our Suppliers
  • Privacy and Website Terms of Use
  • Registered Education Savings Plan
  • Registered Retirement Income Fund (RRIF)
  • Registered Retirement Savings Plan (RRSP)
  • Retirement Income Plans
  • Retirement Savings Plans
  • Savings and Retirement Programs
  • Services
  • Tax Calculator – 2017
  • Tax-Free Savings Account (TFSA)
  • Term vs. Permanent Insurance
  • TOOLS
  • Wilson- Home

Categories

  • 2020
  • 2020 Only
  • 2021
  • 2022
  • 2022 Only
  • 2023
  • Accountants
  • blog
  • Budget
  • Business Owners
  • Business Owners
  • Buy Sell
  • Charitable Gifting
  • Coronavirus
  • Coronavirus – Associates
  • Coronavirus – Practice Owners
  • Coronavirus – Retired
  • Coronavirus – Retiring
  • Coronavirus – Students
  • corporate
  • critical illness insurance
  • Debt
  • dental benefits
  • disability
  • disability insurance
  • Education
  • Employees
  • Estate Planning
  • Estate Planning
  • Families
  • Family
  • financial advice
  • financial planning
  • Group Benefits
  • Group Benefits
  • Growing Families
  • Growing Families
  • health benefits
  • incorporated professionals
  • Individuals
  • Insurance
  • Investment
  • Investment
  • life insurance
  • long term care
  • Maturing Families
  • Ontario Only
  • pension plan
  • personal finances
  • Preparing for Retirement
  • Preparing for Retirement
  • Professional Corporations
  • RDSP
  • Registered Education Savings Plan
  • RESP
  • Retirees
  • Retirement
  • RRSP
  • Starting your career
  • Starting your career
  • Tax
  • Tax Free Savings Account
  • travel insurance
  • Uncategorized

Archive

  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • May 2019
  • July 2018
  • May 2018
  • April 2018
  • March 2018
  • May 2017
  • March 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • July 2015

Get in Touch

Tel: (705) 362-5888

Toll Free: (844) 362-5888

Email: BWilson@AssuranceWilson.com

Wilson Insurance and Financial Strategies
15 9th Street, P.O. Box 3153 Hearst, ON P0L 1N0

Fax: (705) 362-8111

Switch Language

  • EnglishEnglish
  • FrançaisFrançais

Latest News

  • The Six Steps to Financial PlanningMay 1, 2023 - 6:00 am
  • Tax Tips You Need To Know Before Filing Your 2022 TaxesApril 3, 2023 - 12:08 pm
  • Salary vs DividendApril 1, 2023 - 6:00 am

About Wilson Insurance and Financial Strategies

Working both with business owners and the family market are the main focus of my business. I provide defensive strategies that protects the financial health of businesses and families in the tragic events of death, disability and illness. In addition, I provide offensive strategies that helps business owners pay less tax as well as simple but yet powerful methods of extracting money out of corporations tax efficiently. Furthermore, I provide business owners and families with easy planning methods that help them understand how much money they need to retire with confidence and knowing they will have enough to fund their retirement goals.

©2016 Financial Tech Tools Inc. | Privacy Statement and Terms of Use
  • LinkedIn
  • Facebook
Scroll to top