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Privacy Policy

This website notice will update from time to time to reflect any material revisions, please check frequently before using this website to ensure that you are aware of our current information management practices. If you continue to provide personal information after we have changed our Privacy Policy, we will assume that you have accepted these changes.

Protecting your privacy is very important to us. We want you to understand what information we collect and how we use it. We collect and use personally identifiable information in order to provide our customers with a broad range of financial products and services as effectively and conveniently as possible.

This privacy policy discloses the privacy practices for all Affinity Financial Services Inc. and its affiliated companies’ website. However, it does not apply to any linked site or information received or collected by any other means.  This privacy policy applies solely to information collected by this website. To learn about the private policy of a linked site, please refer to that site’s privacy statement.

What Information We Collect
We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone. We only collect the information we need for the purposes of providing and servicing your financial and insurance products and for providing ongoing client service. Your personal information will be disclosed to the product providers including financial institutions, mutual fund management companies and insurance companies that we have recommended and to which you have made application.

We may collect personally “identifiable” information about you from the following sources:​​​

  • name, home address and home phone number

  • date of birth

  • sex


If you do not want to provide this information to us via the Internet, please contact us at (604) 285-6488 to assist you.

We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request.

What Information We Disclose and To Whom We Disclose It

We do not disclose any personally identifiable information about you to either “our affiliates” or non-affiliates without your express consent, except as permitted by law. We may disclose the non-public personal information we collect to persons or companies that perform services on our behalf, that provide services to you, to financial institutions with which we have joint marketing agreements, and as required by law (for example regulators and law enforcement agencies).

“Our affiliates” are companies with which we share common ownership or control and which offer insurance, pension, savings or investment products.

Duration for keeping your personal information

Your personal information will only be kept as long as it is needed or as required by law and legislations of the industry. The length of time that we keep your personal information will depend upon the product or service that we provide to you and the nature of the information.

Your Access to and Control Over Information 
You have the right to know:

  • If we hold any personal information about you.

  • How we have used and are using any personal information about you,

  • To whom we have disclosed any personal information about you.

You can write to us if you want to access the personal information we have about you. In some situations, you may not be able to access all of your personal information. For example, we may not be able to disclose information if it would reveal personal information about a third party or would reveal confidential commercial information.

You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website.

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline. Only Affinity Financial Services Inc. employees, brokers, and authorized service providers who need the information to perform a specific job are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment. We are neither responsible for the privacy practices and policies of the companies or organizations who may obtain personal information independently of any relationship they may have with us; nor the privacy practices and policies of companies or organizations to whose websites our website may provide links. Please review the privacy policies of these companies and organizations before providing your personal information.


In order to use this website, a user may be asked complete the registration form. During registration a user is required to give certain information (such as name and email address). This information is used to contact you about the products/services on our site in which you have expressed interest. At your option, you may also provide demographic information (such as gender or age) or any other personal information about yourself, but it is not required.


We use "cookies" on this site. A cookie is a piece of data stored on a site visitor's hard drive to help us improve your access to our site and identify repeat visitors to our site. Cookies can enable us to track and target the interests of our users to enhance the experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site.


Our Privacy Policy may change from time to time and all updates will be posted on this page.

How to contact us

Requests for access to or an update or correct of your personal information or privacy-related questions, complaints or comments may be directed in writing to Affinity Financial Services Inc.’s Privacy Officer at the following address:



880-5900 No. 3 Road
Richmond, BC
V6X 3P7

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