Last Updated: October 30, 2016
We Respect Your Privacy.
Information Collection and Use
We will collect and use personal information about you to respond to your request for products and services offered through this website. We will also collect information in order to notify you about products, services, and other opportunities we think will be of interest to you. The information we collect may be from the information you provide us as part of our free retirement plan service.
We also collect demographic information. Demographic information is all other information such as gender, postal code, or any information that is not tied to your personal information. In addition, we might receive information about you from other online or offline sources and may add that information to your existing account.
Information Sharing and Disclosure
We share personal information about you under the following circumstances:
Free Retirement Plan Requests – If you submit a request for a free retirement plan or other service offered through this website, we will share the personal information contained in your request form (such as your full name, address, telephone number, email address and self-assessed information) with third parties, which include Financial Advisors and broker/dealer channels (collectively, “Partner” or “Partners”) in our partner network to process and fulfill your request.
Cookies and IP Addresses
Refusing Cookies – We utilize reputable third-party vendors to serve advertisements. If, however, you are not comfortable with cookies, you can adjust the settings within your browser to further prohibit being served a cookie. Please see your specific browser’s instructions to perform this task.
Under Canadian Anti-spam Legislation,, If any users would like to opt-out of emails from FreeRetirementPlan.ca and sister companies, please see the Opt-out section within any email you receive from us.
Third Party Advertisers
Please note that FreeRetirementPlan.ca can only control its own mailing list and policies. Third party advertisers that maintain their own mailing lists may send communications that advertise our services, and you may need to contact these parties directly in order to stop receiving their email communications.
Age of Use
You must be at least 18 years old to use this website. We do not knowingly collect, use or disclose personal information about visitors under 18 years of age.
Removing Your Information
We will retain your information for as long as your account is active or as needed to provide you services. If you wish to request that we no longer use your information to provide you services or updates on additional products, contact us at Customer Care. Additionally, we will retain and use your information as necessary to comply with our legal or regulatory obligations, resolve disputes, and enforce our agreements.
If your personally identifiable information changes, or if you no longer desire our service, you may update, amend, or ask to have it removed from our mailing lists or production directory by emailing Customer Care, or by contacting us by telephone or postal mail at the contact information listed below. We will respond to your request to access within 30 calendar days.
How to Contact Us
For more information about FreeRetirementPlan.ca’s information practices, please direct your queries to:
By sending a letter to:
Free Retirement Plan.ca
Attn: Customer Care
Suite 600 - 10 Dundas Street East,
Changes to this Privacy Pledge