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Privacy Policy

Schneider & Pollock Wealth Management Inc. (“SPWMI”) will be committed to protecting the non-public personal information of its clients.


Collection of Non-Public Personal Information

Non-public personal information will be collected generally from, but not limited to, the following sources: account opening documentation, required forms for regulatory purposes, emails, phone calls, and face-to-face meetings.


General Information Collected

Information collected may include personal identification, financial information, tax situation, and relevant legal documents.


Passwords Required

All members of SPWMI will be required to protect their work computer and work cell phone with a password. The password will not to be written down or shared with anyone.



Disclosure of any non-public personal information will not be provided about current or former clients except (1) as required by law, (2) if authorized by the client, or (3) permitted by law for business purposes, such as opening an account, processing a transaction, or maintaining the account.


Parties with Access to Non-Public Personal Information

Access to a client’s non-public personal information will be restricted to members of the firm and its service providers.


Breach of Privacy

Should a breach of privacy transpire whereby a current or former client’s non-public personal information has been shared with a third party, the individual(s) will be contacted promptly by either the Chief Compliance Officer or the Ultimate Designated Person.

Legal Disclaimer

  1. You acknowledge these terms and conditions below and agree to be bound by them by accessing this website. Please discontinue usage of this website immediately if you do not agree to these terms and conditions.

  2. At any time, Schneider & Pollock Wealth Management Inc. (“SPWMI”) reserves the right at our sole discretion to modify, alter, or update these terms and conditions. You agree to be bound by such modifications, alterations, or updates.

  3. The content of this website is published by SPWMI, a company registered with the Ontario Securities Commission, Alberta Securities Commission, British Columbia Securities Commission, and Nova Scotia Securities Commission as a Portfolio Manager.

  4. The content on this website is intended to provide general information only. It is not an offer to sell or a solicitation of an offer to purchase any security and should not be relied upon for investment purposes.

  5. Information on this website should not be considered personal investment advice.

  6. No information on this website is intended to be legal, accounting, financial, or tax advice and it should not be relied upon in that regard.

  7. Every effort has been made to ensure that the material on this website is accurate at the time of its publication. However, SPWMI will not be held liable under any circumstances to you or any other person for loss or damages caused by reliance on information contained on this website.

  8. You agree to indemnify and hold harmless SPWMI and all its agents, suppliers, directors, officers, and employees from any actions, proceedings, costs, claims, liabilities, damages, and expenses arising from or in connection with a breach of these terms and conditions.

  9. Contents on this website are protected by applicable copyright and trademark laws. Unauthorized use or exploitations of such content is strictly prohibited.

  10. SPWMI does not guarantee the accuracy of any information contained on websites accessed by hyperlink. SPWMI does not endorse or approve of the products or services offered on these hyperlinked websites. No liability is assumed for incompatibility, non-suitability, viral infection, or any other destructive components that arises from these websites.

  11. Framing, mirroring, scraping or data-mining of this website or any of its content in any form and by any method is strictly prohibited.

  12. You acknowledge by accessing this website that SPWMI is not responsible for any damages or losses you may suffer as a result of your electronic transmission of information to us.

  13. No waiver to these terms and conditions is effective unless in writing.

  14. If any provision in these terms and conditions is found to be unlawful, void, or unenforceable, then that provision is deemed to be severed from the rest of these terms and conditions and shall not affect the validity and enforceability of the remaining provisions.

  15. These terms and conditions are governed by the laws of Ontario and the laws of Canada applicable therein excluding any conflict of laws which would lead to the application of any other laws. By accessing the Site, you hereby irrevocably submit and attorn to the provincial and federal courts located in the City of Toronto, Ontario for any disputes or matters arising from, connected with, or relating to this website, these terms and conditions.

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