Privacy

We consider the protection of sensitive personal information to be a foundation of investor trust and a sound business practice. We will always treat your personal information with the upmost care and the highest degree of respect.

Collection, use and disclosure of personal information

From time to time we receive and retain personal information from and about individuals including our business contacts, our investors, and our dealer representatives for the purpose of:
  • meeting legal and statutory requirements
  • managing and developing our business and operations
  • developing new and enhancing existing services and product offerings
  • building relationships

 

Consent

We do not disclose any non-public personal information to any third party except as required by law or as outlined in this Policy. Personal information may be disclosed to our service providers solely for the purpose of performing contracted functions. In such cases, we ensure that our service providers agree not to use or disclose such information except as directed by us and then solely for the purposes defined in our Policy and/or applicable provisions of legislation. Sentry Investments Inc. may also share personal information with our associated companies, solely for the purpose of product development and marketing.

We will not sell any of your personal information to an outside party.

You may withdraw all or part of your consent for us to use your personal information within certain legal restrictions. If you withdraw consent, however, we may be limited in the services or products that we can provide to you.

Security measures for the protection of personal information

We maintain security policies, procedures and controls to protect the personal information we receive against loss or theft. We have safeguards in place to prevent unauthorized access, disclosure, copying, use and modification for both hard copy information and electronically stored information.

Such safeguards and controls include, but are not limited to, the following:
  • Physical site access control
  • Network security
  • Virus protection & intrusion detection
  • Regular backup
  • Procedural safeguards/controls

 

We test and update, as appropriate, our safeguards and controls on a routine basis.

All of our employees, agents and authorized service providers are required to protect the confidentiality of personal information. Access to personal information is restricted to those employees, agents and authorized service providers who require it to do their job.

Record retention and destruction policy

  • Investor information will be retained for tax and regulatory purposes and will be destroyed as permitted, or required, in accordance with the provision of applicable legislation
  • There is no mandatory period of time at which records of our dealer representatives and other business contacts are destroyed, because of the ongoing nature of these relationships.
  • There is no mandatory period of time at which records of personal information of registrants are destroyed.
  • Personal information of investors in companies which we no longer manage will be retained only so long as is required by law.

Access to and accuracy of personal information

Except in limited circumstances where legal reasons prevent us from so doing, access to your personal information that we hold may be requested.

Resolving complaints

Privacy-related complaints may be registered by contacting our Privacy Officer:
by e-mail at: privacy@sentry.ca;
by phone at: 1-888-246-6656;

or by regular mail addressed as follows:

Sentry Investments Inc..
Commerce Court West
199 Bay Street
Suite 4100, P.O. Box 108
Commerce Court Postal Station
Toronto, Ontario M5L 1E2
Attention: Privacy Officer

When contacted, we will explain our complaint procedure and investigate all complaints. If a complaint is justified, we will take all appropriate steps to resolve the situation.

Changes to this privacy policy

We will occasionally update this Privacy Policy to reflect changes in company policy and your feedback or changes to privacy legislation. It is important for you to periodically review this Privacy Policy by visiting our website at: www.sentry.ca