Leith Wheeler Investment Counsel

Terms of Use
Please read this agreement as it governs your use of Leith Wheeler Investment Counsel Ltd.'s website and its content. Each time you use the website, you accept and agree to the terms set out below. If you do not agree, you may not use the website.

This website is not intended to provide advice or recommendations or offer to buy or sell any product or service. You should consult your investment advisor before acting based on any information provided on this website.
This website may be used only in Provinces and Territories of Canada where Leith Wheeler services and products may be lawfully offered for sale. Leith Wheeler's Investment Funds are only available to persons resident or located in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario.
Leith Wheeler does not accept any liability for your use of the website. Leith Wheeler is not liable to any persons for damages suffered as a result of use of this website.
You agree to indemnify, defend and hold harmless to Leith Wheeler and all its directors, officers, employees harmless from and against any and all liabilities, expenses and costs, including without limitation reasonable legal fees and expenses, incurred by Leith Wheeler and related parties in connection with any claim arising out of your use of the website.
Leith Wheeler may collect, use and disclose your personal information in accordance to our Privacy Policy. Click here for our Personal Information and Privacy Policy. By using this website, you agree to the collection, use and disclosure of your personal information in accordance with our Privacy Policy. Leith Wheeler may from time to time change our Privacy Policy without prior notice or liability to you.
Leith Wheeler has sole control over the website and your use of the website is governed solely by the laws of British Columbia, Canada and applicable federal laws of Canada.

Privacy Policy
On January 1, 2004, British Columbia's 'Personal Information Protection Act' (PIPA) came into force. The general principle underlying the Act is that personal information about an individual is the property of, and belongs to, that individual. The Act has been designed to govern the collection, use and disclosure of Personal Information by companies in a manner that recognizes the right of individuals to have their personal information protected and the need for organizations to collect, use or disclose personal information that a reasonable person would consider appropriate in the circumstances. For example, the collection of social insurance numbers required for the issuance of tax slips.

At Leith Wheeler, maintaining your privacy and your personal information within a safe and secure environment is very important to us. We limit the collection, use and disclosure of personal information to data that will enable us to provide our service and to meet regulatory requirements. We do not sell or distribute any client information to any third parties for the purpose of selling, marketing or soliciting any products or services.

To formalize our conduct governing the collection, use and disclosure of our client's personal information, we have adopted the following Privacy Principles that will enable us to comply with the legislation passed by both the provincial and federal governments. We are committed to providing a quality service in a manner that fosters trust and confidence between Leith Wheeler and our clients.

Privacy Principles

Accountability
Leith Wheeler will be responsible for ensuring that any personal information we collect, retain and use about a client will be maintained within our control. We will not distribute, sell or issue personal information.
If, at any time, there are questions or concerns regarding the use of your personal information, please feel free to call our Chief Operating Officer at 604-683-3391.
Consent
Before we collect, use or disclose any personal information about our clients, we require their consent. We will only collect the personal information necessary for us to perform our service to the best of our ability. Personal information already in our possession is 'grandfathered' for collection under the Act, but the use and disclosure of it is governed by it.
Identifying Purposes
We will provide our clients with a full and complete description of the reasons why we require certain personal information and the purposes for which it will be used.
Limiting Collection of Personal Information
We will collect only personal information necessary for us to provide our service.
Limiting the Use Disclosure and Retention of Personal Information
Personal information will only be used or disclosed for the purposes identified when collected. We will only disclose personal information with our client's consent or when required by law. Personal information will only be retained for the period of time required to fulfill the purposes for which it was collected.
Accuracy
We will endeavor to maintain personal information in as accurate, complete and up-to-date manner as is necessary to fulfill the purposes for which it is to be used.
Safeguarding Client Information
We will maintain the information within a safe and secure environment, as appropriate, due to its sensitive nature.
Openness
Our clients can request written information about our policies and practices relating to the management of their personal information.
Client Access
Upon request, clients will be informed of the existence, use and disclosure of their personal information, and shall be given access to it. Clients may verify the accuracy and completeness of their personal information, and request any appropriate amendments to it.
Challenging Our Compliance
If, at any time, a client has reason to question our compliance under the Act, or wish a better clarification and understanding of the principles outlined above, they can contact our Chief Operating Officer who will serve as the Privacy Officer;

By writing:
Suite 1500 - 400 Burrard Street
Vancouver B.C. V6C 3A6

By telephone:
(604) 683-3391

By fax:
(604) 683-0323

Top of Page