Our policy concerning the protection of your personal information

  1. Our firm complies with all applicable laws and regulations regarding the protection of personal data.
  2. We obtain your consent to collect and use your personal information.
  3. We request only the personal information that is necessary to identify you, to evaluate your creditworthiness and eligibility for products and services, to present your file to lenders, insurers or others in order to obtain the best product to meet your needs. 
  4. Access to your information is restricted to authorized personnel. They are required to protect the confidentiality of your file. 
  5. We maintain high security measures on our computer systems and do not keep any physical files containing your information. 
  6. In order to comply with the law on the distribution of financial products and services, your information is kept for a period of 5 years after the date of the last service rendered, the expiry date of the last product sold or the final closure of the customer file. 
  7. You may request access to your personal information. 

If you have any questions about our privacy policy, please contact :

David Mayrand, President, by e-mail at
Diane Bérubé, Director of Compliance and Governance at