1-877-940-7377
derrick@abilitypcg.com | margareth@abilitypcg.com
Client Login
Ability Private Client Group
  • HOME
  • ABOUT
    • PRIVACY & WEBSITE TERMS OF USE
  • SERVICES
    • LIFE STAGES
      • STARTING YOUR CAREER
      • GROWING FAMILIES
      • MATURE FAMILIES
      • PREPARING FOR RETIREMENT
      • RETIREES
    • BUSINESS STAGES
      • GROUP BENEFITS
      • EXECUTIVE BENEFITS
      • BUSINESS SUCCESSION
    • ACCESSIBLE PLANNING
    • HEALTH & DENTAL INSURANCE
    • CRITICAL ILLNESS INSURANCE
    • TRAVEL INSURANCE
    • PERSONAL HEALTH INSURANCE
  • CLIENT LOGIN
  • LATEST NEWS
  • CONTACT
  • DOWNLOAD OUR APP

Privacy Statement and Website Terms of Use

Privacy Statement

Privacy Statement

Our Privacy and Commitment to Protecting your Privacy

Ability Private Client Group values your business and we thank you for your confidence in choosing our firm as your source of advice and product. As our client, you trust us with your personal information. We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us.
Your Rights as they pertain to your personal information

  • You have the right to know why an organization collects, uses or discloses your personal information.
  • You have the right to expect an organization to handle your information reasonably and to not use it for any other purpose other than the one to which you consented.
  • You have the right to know who in an organization is responsible for protecting your information
  • You have the right to expect an organization to protect your information from unauthorized disclosure.
  • You have the right to inspect the information an organization holds about you and make sure it is accurate, complete and current.
  • You have the right to expect an organization to destroy your information when requested or when no longer required for the intended original purpose.
  • You have the right to confidentially from an organization about how it handles your information and to the Privacy Commissioner of Canada if need be.

How we Collect, Use and Disclose Your Information

When you do business with us, you share personal information so that we may provide you with products and services that best meet your needs. We assume your consent allows our firm to use this information in an appropriate manner. We may use and disclose this information in order to:

  • Communicate with you in a timely and efficient manner
  • Assess your application for investment, insurance and other services available to you by our firm
  • Evaluate claims and underwriting risks when required
  • Detect and prevent fraud
  • Analyze business results
  • Act as required or authorized by law

What We Will NOT Do With Your Information

We do not sell client information to anyone; nor do we share client information with organizations outside of our relationship with you.
We Strive to Protect Your Personal Information*

All employees, associated advisors and suppliers who are granted access to client records understand the need to keep this information protected and confidential. They know they are to use the information only for the purpose intended. This expectation is clearly communicated. We’ve also established physical and systems safeguards, along with proper processes, to protect client information from unauthorized access or use.

Website Terms of Use

Upon accessing and utilizing this website, all users are agreeing to comply by the following terms of use. These terms apply to all content, products, and services contained within this website.

1. Responsibility of Contributors

If you contribute any content to this website, you are accepting all responsibility for the content. Therefore, you will be held liable for any harm that results from the use of that content. Any type of content (text, images, graphics, etc.) contributed to this website must not:

  • Infringe the proprietary rights of a third party
  • Contain any viruses or other destructive content
  • Be spam or unwanted commercial content
  • Contain offensive material

2. Responsibility of Visitors

Visitors of this website are to be responsible for taking precautions when reviewing, using, or downloading material from this website. The material posted to this site has not been, and cannot be, 100% reviewed, and therefore Ability Private Client Group cannot be responsible for the material’s content, use, effects, or accuracy. Ability Private Client Group disclaims responsibility of any harm or loss resulting from the use of this website.

3. Content Posted on Other Websites

Ability Private Client Group is not responsible for content found or used via links to other website. We have not reviewed or endorsed the material contained within any outside websites, and disclaim any responsibility for any harm or loss resulting from the use of these external sites.

4. Copyright Infringement

We as that you respect the intellectual property rights of our website andAbility Private Client Group, as well as the intellectual property rights of others. Any visitors found repeatedly infringing upon copyrights will no longer be allowed to access the site. If visitors see material on the website that does violate intellectual property rights of any kind, we ask that you notify our staff immediately so appropriate action can be taken.

5. Intellectual Property

Your use of this website does not give you permission to reproduce or use any trademarks, service marks, graphics, or logos representing Ability Private Client Group or those representing third-parties.

6. Termination

We maintain the right to terminate your access to all or any part of this website at any time, with or without cause, and with or without notice.

7. Disclaimer of Warranties

This website disclaims all warranties that the content within will be error free or that access to the site will be unlimited, continuous, or uninterrupted. Visitors use, download, or obtain services at their own discretion and risk.

8. Limitation of Liability

In no event will Ability Private Client Group be liable, with respect to any subject matter of this agreement, under any legal theory for any loss, damages, cost or harm of any kind.

9. General Representation

By using this website, you agree to act in strict accordance with this agreement, the privacy policy, as well as all applicable laws and regulations.

10. Indemnification

You agree to indemnify and hold harmless Ability Private Client Group and all of its staff members from and against any and all claims and expenses, including attorney’s fees, arising out of your use of this website, including but not limited to your violation of this agreement.

11. Miscellaneous

Through use of this website, users agree to all subject matter included in these terms of service. These terms can be modified or updated by executives of the Ability Private Client Group at any time. This website will be governed by the laws of the province of Ontario, Canada. If any part of this agreement is deemed invalid, that part will be construed to reflect the parties’ original intent, while the remaining sections of the agreement will remain in full force.

12. Ability Private Client Group is licensed in Ontario and British Columbia, Canada.

Mutual Funds and/or Exempt Market Products and/or Exchange Traded Funds

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund, exempt market product, and/or exchange traded fund investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund, exempt market product and exchange traded fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

Segregated Funds

Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

Insurance Products

Insurance products are offered through PPI Management Inc., a national licensed insurance marketing organization that support independent advisors with their business, and through multiple insurance companies.

Guaranteed Investment Certificates

Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers

Contact Us

Derrick Lee-Shanok

derrick@abilitypcg.com

margareth@abilitypcg.com

416-875-1836

1-877-940-7377

416-860-7550

1500 Don Mills Rd. Suite 400 Toronto, ON M3B 3K4



Recent Articles

  • 2023 Financial Calendar
  • 2022 Year End Tax Tips and Strategies for Business Owners
  • 2022 Personal Year-End Tax Tips
  • Estate Planning for Blended Families
  • Insurance Planning for Incorporated Professionals

About

We believe in empowering our clients to participate in the creation and maintenance of their overall financial well being through proper education and ensuring an understanding of the possible outcomes involved in each decision.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

Privacy Policy

Insurance products are offered through PPI Management Inc., a national licensed insurance marketing organization that support independent advisors with their business, and through multiple insurance companies.

Privacy Policy

© 2016 Financial Tech Tools
Cleantalk Pixel