Privacy Policy

Allegiance Wealth Management Ltd. (“AWM”), the company and its staffs, are committed to ensure our client’s privacy and the security of personally identifiable information collected by us.   We have established and will continue to maintain safeguards to protect private information according to our guidelines and applicable laws.  We recommend that you review our privacy policy regularly as it may get updated or changed from time to time for maintenance purposes without notice to you.

Our privacy guidelines

  • We collect your personal information for the purpose of providing you financial advice.  Information received could be used for the purpose of financial planning including plan design, implementation of recommended solutions, and/or facilitation of other professional consultation through the financial planning process.
  • We will obtain consent from you prior to collect, use, or disclose any of your personal information.
  • We only use or disclose the information collected for the purposes identified.  We will not disclose any of the information provided by you unless it is authorized by you or by applicable laws.
  • We will not sell any information you provided to any third parties.
  • We will continue to keep our privacy policy current to meet any updates on laws and professional practices.
  • Upon requested from you, we will make access to the information you provided.
  • We will ensure our staffs or anyone who is authorized to access your information follow our privacy practices and guidelines.
  • We will make the best effort to protect and safeguard your information regardless of the format of such information

For any concerns or questions, please contact our privacy officer at:

Privacy Officer
Allegiance Wealth Management Ltd.
400 – 601 West Broadway,
Vancouver, B.C.
V5Z 4C2

Tel: 604-675-6915