Ramanbhai Somabha Patel: Primerica-Financial Services

Ramanbhai Somabha Patel is a Licensed Financial Representative with Primerica serving WOODBRIDGE and its surrounding areas.

Pelorus Transition Planning, part of Pelorus Financial Group, is dedicated to providing specialized benefit, retirement, and insurance planning services for clients. They prioritize the security and confidentiality of personal and business information collected, following strict principles outlined in the PIPED (Privacy) Act. The team at Pelorus Transition Planning ensures that information is collected, used, and disclosed only for identified business purposes and with the consent of clients. With a commitment to transparency, Pelorus Transition Planning collects only necessary personal information to offer high-quality services, avoiding unnecessary data collection. They maintain the accuracy and completeness of client information, regularly updating to ensure relevance. Security safeguards, including physical, technological, and organizational measures, are in place to protect the sensitive personal information of clients and employees. Clients can expect openness and access to their personal information upon request, encouraging them to verify and update their details for accuracy. Pelorus Transition Planning also welcomes client feedback and inquiries regarding privacy protection and policy compliance, with a designated Privacy Compliance Officer available to address any concerns. Overall, Pelorus Transition Planning upholds a strong commitment to privacy standards and information security in their operations. Generated from the website content

Execucor Financial Ltd is a financial services firm based in Woodbridge, ON, specializing in providing a range of financial solutions to individuals and businesses. With a focus on personalized service and tailored financial strategies, Execucor Financial Ltd aims to help clients achieve their financial goals and secure their financial future. Generated from their business information