Retention and Destruction of Personal Information

As required by our external regulatory bodies, we retain personal information for 10 years following the client’s last contact or, if the client was less than 18 years of age at the time of last contact, for 10 years following the day the client would have turned 18.

Under our general correspondence, we keep any personal information relating to people who are not clients contained in newsletters, seminars and marketing activities for six months after the newsletter ceases publication or a seminar or marketing activity is over.

To safeguard your privacy, we shred paper files containing personal information. We destroy electronic information by deleting it and when the hardware is discarded, we ensure the hard drive is physically destroyed.