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Privacy Policy Notice

FACTSWHAT DOES CARDINAL POINT WEALTH MANAGEMENT
DO WITH YOUR FINANCIAL INFORMATION?
Why?Financial companies choose how they share your personal information. Federal law gives
consumers the right to limit some but not all sharing. Federal law also requires us to tell
you how we collect, share, and protect your personal information. Please read this notice
carefully to understand what we do.
What?The types of personal information we collect and share depends on the product or service
you have with us. This information can include:
▪ Social Security number and income
▪ Account balances and assets
▪ Transaction history and investment experience
How?All financial companies need to share customers’ personal information to run their everyday
business. In the section below, we list the reasons financial companies can share their
customers’ personal information; the reasons Cardinal Point chooses to share; and whether
you can limit this sharing.
Reasons we can share your personal informationDoes Cardinal Point share?Can you limit this
sharing?
For our everyday business purposes such as to process your transactions, maintain your
account(s), respond to court orders and legal
investigations, or report to credit bureaus
YesNo
For our marketing purposes
to offer our products and services to you
YesNo
For joint marketing with other financial companiesNoNot Applicable
For our affiliates’ everyday business purposes
information about your transactions and experiences
YesNo
For our everyday business purposesFor our everyday business purposes
such as to process your transactions, maintain your
account(s), respond to court orders and legal
investigations, or report to credit bureaus
YesYes
For our affiliatesto market to youYesYes
For non-affiliatesto market to youNoNot Applicable
Questions?Call 602.374.3727 or go to www.cardinalpointwealth.com

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Cardinal Point Athlete Advisors
3280 Bloor Street West
Centre Tower, Suite 500
Toronto, Ontario M8X 2X3
647.598.3951