Our Privacy and Commitment to Protecting your PrivacyShoreline Financial & Insurance Services Ltd. values your business and we thank you for your confidence in choosing our firm as your source of advice and product. As our client, you trust us with your personal information. We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us.
How we Collect, Use and Disclose Your Information
When you do business with us, you share personal information so that we may provide you with products and services that best meet your needs. We assume your consent allows our firm to use this information in an appropriate manner. We may use and disclose this information in order to:
What We Will NOT Do With Your Information
We do not sell client information to anyone; nor do we share client information with organizations outside of our relationship with you.
We Strive to Protect Your Personal Information*
All employees, associated advisors and suppliers who are granted access to client records understand the need to keep this information protected and confidential. They know they are to use the information only for the purpose intended. This expectation is clearly communicated. We’ve also established physical and systems safeguards, along with proper processes, to protect client information from unauthorized access or use.
1. Responsibility of Contributors
If you contribute any content to this website, you are accepting all responsibility for the content. Therefore, you will be held liable for any harm that results from the use of that content. Any type of content (text, images, graphics, etc.) contributed to this website must not:
2. Responsibility of Visitors
Visitors of this website are to be responsible for taking precautions when reviewing, using, or downloading material from this website. The material posted to this site has not been, and cannot be, 100% reviewed, and therefore Shoreline Financial & Insurance Services Ltd. cannot be responsible for the material’s content, use, effects, or accuracy. Shoreline Financial & Insurance Services Ltd. disclaims responsibility of any harm or loss resulting from the use of this website.
3. Content Posted on Other WebsitesShoreline Financial & Insurance Services Ltd. is not responsible for content found or used via links to other website. We have not reviewed or endorsed the material contained within any outside websites, and disclaim any responsibility for any harm or loss resulting from the use of these external sites.
4. Copyright Infringement
We as that you respect the intellectual property rights of our website and Shoreline Financial & Insurance Services Ltd., as well as the intellectual property rights of others. Any visitors found repeatedly infringing upon copyrights will no longer be allowed to access the site. If visitors see material on the website that does violate intellectual property rights of any kind, we ask that you notify our staff immediately so appropriate action can be taken.
5. Intellectual Property
Your use of this website does not give you permission to reproduce or use any trademarks, service marks, graphics, or logos representing Shoreline Financial & Insurance Services Ltd. or those representing third-parties.
We maintain the right to terminate your access to all or any part of this website at any time, with or without cause, and with or without notice.
7. Disclaimer of Warranties
This website disclaims all warranties that the content within will be error free or that access to the site will be unlimited, continuous, or uninterrupted. Visitors use, download, or obtain services at their own discretion and risk.
8. Limitation of Liability
In no event will Shoreline Financial & Insurance Services Ltd. be liable, with respect to any subject matter of this agreement, under any legal theory for any loss, damages, cost or harm of any kind.
9. General Representation
You agree to indemnify and hold harmless Shoreline Financial & Insurance Services Ltd. and all of its staff members from and against any and all claims and expenses, including attorney’s fees, arising out of your use of this website, including but not limited to your violation of this agreement.
Through use of this website, users agree to all subject matter included in these terms of service. These terms can be modified or updated by executives of the Shoreline Financial & Insurance Services Ltd. at any time. This website will be governed by the laws of the province of British Columbia, Canada. If any part of this agreement is deemed invalid, that part will be construed to reflect the parties’ original intent, while the remaining sections of the agreement will remain in full force.
Our mission is to simplify the process and make financial planning exciting! We want to ensure you are comfortable and educated enough to execute and navigate a long-term plan for you and your family’s future. We take great pride in making this process accessible, informative, and easy.