Our Privacy and Commitment to Protecting your PrivacyLidemark Financial Group Inc. 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.
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:
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.
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:
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 Lidemark Financial Group Inc. cannot be responsible for the material’s content, use, effects, or accuracy. Lidemark Financial Group Inc. disclaims responsibility of any harm or loss resulting from the use of this website.
3. Content Posted on Other WebsitesLidemark Financial Group Inc. 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 and Lidemark Financial Group Inc., 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 Lidemark Financial Group Inc. or those representing third-parties.
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 Lidemark Financial Group Inc. 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
You agree to indemnify and hold harmless Lidemark Financial Group Inc. 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.
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 Lidemark Financial Group Inc. at any time. This website will be governed by the laws of the province of British Columbia, 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.Insurance products are offered through our managing general agency, PPI Solutions. Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.
To file a complaint, please click on the following link.
Statement of Commitment to Clients: My commitment to you is to act with the care and diligence of a reasonable and prudent person conducting his or her own financial affairs. Statement of Financial Advisor Role: We believe our best tool is the ability to ask questions. While financial problems may be complex, the solutions often are not. There is strength in simplicity for most clients.