PRIVACY STATEMENT
At Moran Financial your privacy is a priority. As a licensed Insurance and Financial Advisor in Alberta and British Columbia, I am committed to protecting the personal information you share with me and ensuring that it is handled with the utmost confidentiality and care.
Collection and Use of Personal Information
Should you become a client with us we collect personal information such as your name, contact details, financial information, health information (as required for insurance purposes), and other data necessary to provide you with tailored insurance and financial products and solutions. This information is collected directly from you and only with your consent. It is not shared with others or with people you refer to us (see Disclosure below).
Your personal information may be used for the following purposes:
• To provide insurance and financial products and services
• To assess your needs and recommend suitable strategies
• To process applications, claims, and other service requests
• To communicate with you regarding your policies or investments
• To comply with legal and regulatory requirements
Consent
By providing your personal information, you are consenting to its collection, use, and disclosure as outlined in this Privacy Statement. You may withdraw your consent at any time, subject to legal or contractual obligations, by contacting Will Moran directly.
Disclosure of Information
We do not sell or trade your personal information. It may be shared only with:
• Insurance carriers, investment firms, or related financial institutions (as necessary to process your applications or service requests)
• Regulatory bodies as required by law
• Other parties with your explicit consent
Safeguarding Your Information
We take appropriate security measures to protect your personal information from unauthorized access, loss, misuse, or alteration. This includes physical, administrative, and technological safeguards.
Your Rights
You have the right to access your personal information, request corrections, and ask questions about how it is handled. To do so, please contact me at the information below.
Contact Information
If you have any questions or concerns about this Privacy Statement or how your information is handled, please contact:
Will Moran, MA, HBA, CLU, CCIP
Moran Financial Inc.
Licensed in Alberta and British Columbia
780 438 0763
will@moranfinancial.ca
