Oak Trust

Experienced proven advisors

Privacy policy

Protecting your privacy is our priority

We take our commitment to your privacy seriously. We understand your need to feel safe about the information you give to financial institutions. That is why Oak Trust Company is committed to safeguarding information provided to us by our clients and their representatives.

Who we are and how our privacy policy serves to protect you

Oak Trust is a Canadian owned, federally chartered trust company founded in 2004. We are completely independent from ties and obligations to other financial institutions and focused on traditional trust services.

Our aim is to build long term relationships based on personal service that exceeds expectations, objective advice tailored to individual circumstances and proven expertise in Estate Settlement, Trust Administration and Wealth Management Services

Our privacy statement describes the steps we take to protect each individual's information and explains when non-public personal information about current or former customers may be shared with other parties.

What type of information do we collect and whom may we share it with?

When you, as an individual, engage our services, your financial representative or you provide us with your non-public personal information. We collect and use this information to service your account(s), provide you with the desired services and respond to your requests.

The non-public personal information we receive from you may come from applications or know your client forms you complete, whether we receive the form in writing or electronically. For example, this information may include such things as your name, address, social insurance number, third party investment selection, beneficiary information, account holdings, financial situation and personal bank account information. Information about your financial holdings with us may also include your providing to us details surrounding your investments, certain transactions and or history of certain transactions. Other general information that we may obtain about you may be things such as your address, date of birth and other demographic information.

To offer you a broad range of products and or services and to better service your accounts and provide you with more choices, we may share non-public personal information under the limited circumstances described with outside third parties only as permitted by law. Below are some examples of third parties to whom we may disclose non-public personal information. While these examples do not cover every situation permitted under the law, we hope they help you understand how your information may be shared. We may share non-public personal information:

With companies that work for us to service your accounts, or to provide services or process transactions you have requested. For example, we may use companies to assist us with mailing statements, processing cheques, or providing online transaction or account maintenance capabilities.

With a party representing you, such as your investment representative, or to other similar third parties at your direction/consent.

When permitted or required by law, such as in response to a subpoena or other legal processes or the use of your social insurance number to submit tax reports to Canada Revenue Agency.

If you wish to withdraw consent to your personal information being collected, used and disclosed for the purposes listed above, please contact us at the number or address listed below. However, in some circumstances, legal requirements may prevent you from withholding or withdrawing consent. We may also limit the products and services we provide to you if you withhold or withdraw consent if the collection, use and disclosure of your personal information are necessary for provision of that product or service.

How do we safeguard your information?

Our employees are required to follow procedures with respect to maintaining the confidentiality of our customers' information. Additionally, we maintain physical, electronic, and procedural safeguards to protect this information. This includes performing ongoing evaluations of our systems containing customer information and making changes when appropriate.

How do we ensure your information is current and accurate?

Through account statements, telephone, and electronic contact with our representatives, we provide you with access to your account information. If, for any reason, your account information needs to be updated or changed, please contact us immediately at the phone numbers listed below. We will promptly correct the information and address any inquiries.

We review our privacy policy annually and during such reviews, we may revise it. Should such revisions be material in nature such that they affect your rights, as a client of Oak Trust you will notified first before such changes are implemented and given the option to withdraw your consent. At all times, you may view our current privacy policy on our website at www.oaktrust.ca , or contact us for a copy at (519) 433-6629

How do you contact us if you have concerns or questions?

We have appointed a Privacy Officer at Oak Trust Company to address any concerns, queries or complaints you may have. Our privacy officer may be reached at (519) 433-6629 extension 224, by e-mailing the Privacy Officer at mschurmans@oaktrust.ca or by mail at the following address:

Oak Trust Company
Attention: Privacy Officer
367 Queens Avenue
London, Ontario
N6B 1X5

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