Protecting the privacy of your personal information is important to us and to the companies whose products and services we recommend. We are committed to collecting, using and disclosing your personal information responsibly.
Providing your email address indicates consent to receive communication from IWM inc. We respect your time, and will only send out information we feel has value to our clients and the greater business community. Your information will not be shared with third party providers unless we receive express written confirmation of your desire to do so.
Client files contain personal information used to assess your needs and financial situation, allowing us to recommend the best possible solutions and provide ongoing client service. Information within your client file will only be disclosed to employees of IWM inc, third party service providers selected and authorized by IWM inc., persons or entities to which you have granted access or allowed access by law.
Access to your client file is available upon request. You have the right to request corrections to your information by providing a letter of direction in writing. IWM’s Non-Disclosure agreement is available upon request.
Any questions regarding this policy may be directed to us via email.