Privacy Policy & Disclaimer

Privacy Policy

Bloom Wealth & Legacy Planning places the utmost importance on our clients’ privacy. In order to assist our clients, it is necessary to collect personal, confidential information, which we safeguard through physical and procedural controls. Our employees adhere to a code of conduct requiring the confidential treatment of your information. Access to clients’ personal financial information is restricted only to those employees whose jobs require it. In addition, Bloom Wealth & Legacy Planning does not disclose client information to unaffiliated third parties, unless specifically authorized in writing by the client to do so.

We are committed to maintaining the discretion and security of our current and prospective customers. It is not necessary to contact us to activate this feature – our privacy protections apply automatically to all of our clients.


By accessing this website and any pages thereof, you agree to be bound by the terms of the Legal Notices and Disclaimers set out below. If you do not agree with the terms and conditions of these Legal Notices, do not access this website or any pages thereof.


Without the use of secure encryption, the Internet is not a secure medium and privacy cannot be ensured. Internet e-mail is vulnerable to interception and forging. We cannot ensure the privacy and authenticity of any information, and will not be responsible for any damages you may incur if you communicate confidential information to us over the Internet or if we communicate such information to you at your request.


The information provided on this website is intended for informational purposes only and is not intended to constitute financial, accounting, and legal or tax advice. For information specific to your situation you should consult a professional.


Facts and information provided on this website are believed to be accurate at the time they are posted. However, this website could include inaccuracies, typographical errors, or out-of-date information. Changes may be made at any time to the information on this website without prior notice


We do not warrant the accuracy, completeness, quality, adequacy or content of any information on this website. Such information is provided “as is” without warranty or condition of any kind, either expressed or implied, including, without limitation.

We will not be responsible or liable for any direct, indirect, special, incidental, or consequential damage, or any other damages whatsoever, including, without limitation, lost revenues, lost profits or loss of prospective economic advantage, resulting from the use of or misuse of or inability to access or use this website.


Nothing on this website constitutes a solicitation or offer by us to buy or sell products or provide services of any kind whatsoever.  You should always contact a professional.


The information on this website is intended for use by persons residing in Canada. Any products or services mentioned on this website are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale.


Links to other websites are for convenience and information only and are independent from this site and therefore we have no control over the content of a lined website and will not be held liable for any inaccuracies in such information for the content of any linked website that are not maintained by us.  We make no claims that third party websites will be free of viruses, Trojan horses or other destructive components on or from such links.  Linking to another website is done at your own risk.


All information on this website is meant to be reviewed in its entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices.

Insurance products (including segregated funds) are offered through multiple insurance carriers.

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