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PRIVACY AND CONFIDENTIALITY

Our Commitment to Privacy
Lisa Marques Financial Services values your privacy as much as you do. In order to ensure that your privacy is protected, I outline in this notice, the online information practices that we follow and explain how and where any information you give us will be used.

The Information We Collect

This notice applies to all information e-mailed or submitted via the Lisa Marques Financial Services website. The information below is primarily required for an appointment request or further information about our services.

Name
Address
Email address
Phone number
Appointment or Request Details
Approval to Contact by E-Mail

Our Use of Information
We use the information you provide about yourself only for the purpose specified. We do not share this information with outside parties, unless required by law.

We use return email addresses to answer the email we receive. We do not share such addresses with outside parties. We will only contact you by e-mail for other communication from us if you indicate your wish us to do so.

Data Security
We observe appropriate physical, electronic, and managerial procedures to safeguard and secure the information we collect online in order to prevent unauthorized access, maintain data accuracy, and ensure the correct use of information,

Please Contact Us
If you have other questions or concerns about these privacy policies, please send us an email to lisamarques@rogers.com or Contact Lisa Marques at 519-268-0737.
For questions and concerns about Worldsource Financial Management Inc. privacy policies, please contact the Privacy Officer at: Privacy@worldsourcewealth.com


~ Email Lisa or call 519-268-0737 ~
The information contained herein is for Ontario residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which WorldSourceFinancial Management Inc. or its Advisors are not appropriately licensed or registered or where any product or service is not eligible for sale. Details are available on request.
Worldsource Financial Management Inc., sponsoring mutual fund dealer
Additional products and services provided through Lisa Marques Financial Services