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Topic:
The Forward-Thinking Advisor (An oxymoron)
Are your clients generational or transactional? For those advising in the estate planning arena, Michael and Jennifer will discuss an approach that could help a client become a generational client for your practice.
Speakers:
Michael Louie, Principal, and Jennifer Caldwell, Principal, D&H Group LLP
Place:
Meetings are being held on the Zoom platform.
Login details will be sent to you and any guest you have registered at 9 am on Friday, May 28 and Tuesday, June 1.
Time:
5:00 pm Opening remarks, wine tasting/review
5:10 pm Speaker
To change your and/or your guest(s) registration, you will have until 4:00 pm on Thursday, May 27, 2021. To modify your registration, go to Events > My Event Registration and click the 'Modify' button.
If you require assistance, please email info@epcv.com.
The Forward-Thinking Advisor (An oxymoron)
- June 1, 2021
-
Virtual Zoom Platform
Canada
Privacy Policy
The Estate Planning Council of Vancouver Privacy Policy
Our Commitment to Privacy
The Estate Planning Council of Vancouver (the “Council”) is committed to maintaining the security, confidentiality and privacy of your personal information. This Privacy Policy documents our on-going commitment to you and has been developed in compliance with the British Columbia Personal Information Protection Act.
Scope of Policy
This Policy addresses personal information about individuals and does not apply to the information collected, used or disclosed with respect to corporate or commercial entities. This Policy does not impose any limits on the collection, use or disclosure of the following information by the Council: your business contact information; and certain publicly available information.
Accountability
The Council has designated the Membership Chair as the Privacy Officer who is responsible for the Council’s compliance with this Policy. The Privacy Officer may be contacted as described below.
Purposes
When collecting information, the Council will state the purpose of collection and will provide, on request, contact information for the Privacy Officer who can answer questions about the collection. If you are applying for membership in the Council, the Council collects, uses and discloses your personal information for the purpose of evaluating and considering your membership application. If you are a member of the Council, the Council collects, uses and discloses your personal information for the following purposes:
- to allow the Council to communicate with you;
- to protect the Council and its members from fraud, theft and similar risks;
- to administer and enforce the Council’s Articles of Association and (if applicable) standards of professional conduct;
- to conduct investigations into your professional conduct and to discipline you as permitted by the Council’s Articles of Association;
- to manage your membership in the Council;
- to process and collect membership dues and other fees;
- to organize and invite you to Council meetings and events;
- to include your personal information in the Council’s membership directory (a copy of which is distributed to all members);
- to facilitate the ongoing administration of the Council (e.g., to allow your participation in committees, elections and other governance activities); and
- to comply with the Council’s obligations at law and under the Council’s Articles of Association.
Subject to legal and contractual restrictions, you may instruct the Council to refrain from using or sharing information in some of the ways described above by providing written notification to the Council’s Privacy Officer. If you do so, the Council will inform you of the likely consequences of your instructions.
When personal information that has been collected is to be used for a purpose not previously identified, Council will notify you of the purpose and obtain your consent as described below.
Consent
The Council will obtain your consent to collect, use or disclose personal information except where the Council is authorized or required by law to do so without consent. For example, the Council may collect, use or disclose personal information without your knowledge or consent where:
- the information is publicly available, as defined by statute or regulation;
- the Council is obtaining legal advice; or
- the Council reasonably expects that obtaining consent would compromise an investigation or proceeding.
Other exceptions may apply. Your consent can be express, implied or given through an authorized representative such as a lawyer, agent or broker.
Consent may be provided orally, in writing, electronically, through inaction (such as when you fail to notify the Council that you do not wish your personal information collected, used or disclosed for various purposes after you have received notice of those purposes) or otherwise.
The Council will destroy, erase or make anonymous documents or other records containing personal information as soon as it is reasonable to assume that the original purpose is no longer being served by retention of the information and retention is no longer necessary for legal or business purposes.
The Council will take due care when destroying personal information to prevent unauthorized access to the information.
Accuracy
The Council will make a reasonable effort to ensure that personal information it is using or disclosing is accurate and complete. If you demonstrate the inaccuracy or incompleteness of personal information, the Council will amend the information as required. If appropriate, the Council will send the amended information to third parties to whom the information has been disclosed. When a challenge regarding the accuracy of personal information is not resolved to your satisfaction, the Council will annotate the personal information under its control with a note that the correction was requested but not made.
Safeguarding Personal Information
The Council protects the personal information in its custody or control by making reasonable security arrangements to prevent unauthorized access, collection, use, disclosure, copying, modification, disposal or similar risks. The Council will take reasonable steps, through contractual or other reasonable means, to ensure that a comparable level of personal information protection is implemented by the suppliers and agents who assist in providing services. Some specific safeguards may include:
- physical measures such as locked filing cabinets;
- organizational measures such as restricting employee access to files and databases as appropriate;
- electronic measures such as passwords and firewalls; and
- investigative measures where the Council has reasonable grounds to believe that personal information is being inappropriately collected, used or disclosed.
When a challenge regarding the accuracy of personal information is not resolved to your satisfaction, the Council will annotate the personal information under its control with a note that the correction was requested but not made.
Where an access request is refused, the Council will notify you in writing, document the reasons for refusal and outline further steps which are available to you.
Complaints
On request, the Council will provide information regarding its complaint procedures.
Any inquiries, complaints or questions regarding this Policy should be directed in writing to the Council’s Privacy Officer, who is also the Council’s Membership Chair. For contact information please refer to the Council’s Membership Directory, as the holder of that office changes annually.
The privacy policy is available at http:// epcv.com/about-us/privacy-policy/
We regret that annual membership dues and meeting fees for guests and Life Members are not refundable. Should you require further information in regards to this, please contact membership@epcv.com.
By completing purchases with us you agree to have your Credit card and personal information securely stored as part of a payment profile within a 3rd party payment gateway. This securely stored payment profile will be used, when authorized, for automated recurring payments and will allow for easier and faster checkouts. No credit card information is stored within Member365 and all payment data is accessed by way of a secure API. Under no circumstances do we share credit card or personal details.
Who can access the Estate Planning Council of Vancouver member portal?
Please note that the Estate Planning Council of Vancouver member portal is to be used by members in good standing of Estate Planning Council of Vancouver only.
What can be posted?
To ensure all interactions within the Estate Planning Council of Vancouver member portal are safe and friendly, Estate Planning Council of Vancouver Executive will oversee the member portal activity and will review, edit, and delete any inappropriate content that has been submitted. This includes abusive or offensive language, spam, malicious files, or other disrespectful contact. To help provide a productive environment, please report any offensive or suspicious activity to Estate Planning Council of Vancouver Executive. Please note that not all user-submitted content is representative of Estate Planning Council of Vancouver, nor does it necessarily represent the views of Estate Planning Council of Vancouver, its Executive or members.
