"All of our client engagements and conversations will be kept in confidence"

Our Information Privacy Policy


This Policy sets out the basis on which we will process personal data about you which is collected when you use our custodian services. By agreeing to our program requirements, you are accepting and consenting to the use of your personal data as set out in this Policy.


For the purposes of the Data Protection Act 1998 and the Data Protection Laws of Ontario, the data controller of your personal data is Budovitch Legacy Planning Inc.

If you are a client of Budovitch, we will also collect and use additional personal data about you as set out in our Terms of Business and Client Agreement and Profile. For a copy of these documents, please speak to your Budovitch Legacy Planning Advisor.

Any changes to this Policy will be posted here. Please check back frequently to see any updates or changes to our Privacy Policy.


Collection and Use of Information

We may collect information about you when you use our website

Any information you provide (or which is provided on your behalf) using the website will be used to provide you with that service; and in accordance with our Terms of Business and Client Agreement and Profile as set out above, and the Online Terms applicable to the website.


Disclosure of your Information

We may also share your personal data collected when you use the website with sub-contractors who help us to provide our website (or otherwise act on our behalf); where necessary to meet a legal or regulatory requirement; to protect the rights and property of Budovitch Legacy Planning Inc. or third parties; and where otherwise permitted under the respective Data Protection Laws.


When you use the Online Service your personal data may also be shared in accordance with our Terms of Business and Client Agreement and Profile.

We may share statistics about our website visitors' traffic patterns with our partners, or other parties such as other members of the Budovitch Legacy Planning Inc. or our professional advisers. However, such information does not identify individual users.


Our websites uses cookies. A cookie is a small piece of text stored on a user's computer by a web browser. Most modern browsers allow you to decide whether to accept cookies, and the time frame to keep them, but rejecting cookies may impair some of the functionality of our website, and if you disable all cookies, the Online Service will not work. More information about how cookies are used within the Online Service is available.


Your rights

In addition to our safeguards, personal data collected when you use our websites are protected in Canada and the Province of Ontario by the respective Data Protection Laws. This provides amongst other things that personal data we collect via the website will be processed lawfully and fairly. It should be accurate, relevant and not excessive. The information will be kept up to date, where necessary, and not retained for longer than is necessary. It will be kept securely to prevent unauthorised access by other people (see further below for details).


You have certain rights under the respective Data Protection Laws. This including the right to access personal data about you held or processed by us or on our behalf. Further details of these rights are available on request. We reserve the right to charge for providing such access, in accordance with the respective Data Protection Laws.

If you want to exercise these rights, or have any queries or comments about this Privacy Policy, please address them to the Data Controller at Budovitch Legacy Planning Inc., 1700 Langstaff Road, Vaughnan, Ontario


Security Policy


Budovitch Legacy Planning Inc takes all appropriate technical and organizational measures to keep your personal data secure. For further details of the security measures we take in relation to the website, and the security measures we expect you to take when you use the website, please see the website Terms.


Unfortunately, the transmission of information via the Internet is not completely secure. Although we do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our websites; any transmission is at your own risk. Budovitch Legacy Planning Inc make no warranty that the contents of our websites are free from infection by viruses or anything else which has contaminating or destructive properties and shall have no liability in respect thereof.


In your communications with our websites you are prohibited from transmitting any unlawful, libellous, threatening, defamatory, obscene or profane material. Any such action that could constitute or encourage conduct that would be deemed a criminal offence or violate any law may be identified to any relevant authorities including law enforcement authorities.




Any advice provided by Budovitch Legacy Planning Inc. is client specific and based on each client’s risk tolerance and investment objectives. Please consult your BLPI Advisor directly for investment advice related to your specific Legacy Planning Portfolio.

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