Privacy policy

The following provisions govern the activities of the RBA Financial Group and its organizations.

RBA Financial Group (RBA FG) has adopted a protection of personal information policy and implemented control measures to protect your personal information. This Policy and our control measures are based on the following 10 privacy principles:


The RBA FG is responsible for protecting and securing personal information that it manages, including information that may be transmitted to a supplier providing services for the RBA FG or on its behalf. The RBA FG has established these principles protecting personal information as well as procedures and practices to ensure the security of personal information.

Purpose of the collection of information

The RBA FG determines the purpose of the collection of personal information, before or at the time the information is collected.


The RBA FG collects, uses, and discloses personal information only with the consent of the person or in accordance with the law.


The RBA FG may only collect personal information for the specified purposes. Personal information is collected directly from the person and can, with the person’s consent or in accordance with the law, be collected from other sources.

Use, communication and conservation

Personal information shall not be used or communicated to third parties without consent for purposes other than those for which it was collected, except if this use or communication is required or permitted by law, including use or communication required for the protection of the interests of RBA FG against civil suits and criminal or fraudulent activities or misappropriation. The RBA FG saves personal information for the period for which it is required in the execution of the specified purposes, or as required or permitted by law.


The RBA FG makes all reasonable efforts to ensure that the personal information collected is accurate and complete for the purposes for which it is used.

Security measures

The RBA FG protects the security and privacy of personal information using security measures corresponding to the information’s degree of sensitivity.


The privacy standards of the RBA FG are available to clients and to the public. Upon presentation of a written request to the chief compliance officer, we will provide a copy of these privacy standards and answer any questions concerning practices regarding personal information.

Access to personal information

Anyone may request to be informed of the existence, use and disclosure of personal information concerning them. The RBA FG will provide appropriate access to the information it possesses. If the RBA FG refuses access to personal information, it must provide a reason. Individuals may ask the RBA FG to correct personal information that concerns them. If the information is inaccurate, necessary corrections will be made.

Questions, requests for information or petitions

Any question, request for information or petition relating to privacy must be made in writing.

RBA Financial Group

Patrick Lessard
Personal information protection officer

202-2936, rue de la Faune Wendake (Québec) G0A 4V0
Telephone: 418 847-1840
Toll free: 1 888 242-0277