Privacy Policy


At Excalibur Executive Planning Inc. (EEPI) we respect your privacy  Protecting your personal information and respecting your privacy is important to us. As a provider of financial products and services, the collection and use of personal information is fundamental to our business. Equally important is your trust in our handling of your personal information.

We abide by common privacy principles and practices. As such, our customers have the assurance that the same commitment to privacy is maintained in their dealings with our company.

What is Personal Information?


"Personal information" means any information, recorded in any form, about an identified individual, other than business contact information (e.g. name, title, business address). Personal information, which may include:

  • Identification information such as name, home address, telephone, personal email address, date of birth, social insurance number (SIN), and marital status;
  • Employment information such as salary, job title, references;
  • Financial information, such as assets held; and
  • Other information necessary for Excalibur Executive Planning Inc. (EEPI) purposes, which may be voluntarily disclosed in the course of our relationship with an individual.

 

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