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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

Al G Brown & Associates is a Toronto-based firm dedicated to helping clients and their families leverage their wealth to achieve meaningful purposes. With a focus on maximizing financial legacies and providing comprehensive planning strategies, the firm emphasizes the importance of purposeful investing and philanthropy. Recognizing that legacy planning is not just for the wealthy, Al G Brown & Associates offers services tailored to anyone looking to pass down assets to loved ones or organizations. Their commitment to employee well-being and group benefits plans further underscores their goal of enhancing both personal and business financial health. Generated from the website

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.