Privacy Policy

Metaform Investments Inc. (Metaform) earns your trust by adhering to privacy principles in protecting your personal information. The term “personal information” refers to information that specifically identifies you as an individual and is provided to or collected by us. It includes, for example, your name and address, age and gender, personal information records, identification numbers such as your social insurance number (SIN), and your employment information.

Collection and Use of Personal Information

Metaform is required under securities legislation and anti-money laundering legislation to collect information to verify the identity and reputation of clients. Metaform is also required under securities legislation to make a determination to ensure a proposed investment is suitable for you. To assess the suitability of proposed investments, Metaform will obtain information relating to your investment objectives, risk tolerance, investment knowledge, financial situation and circumstances. In providing services to clients, Metaform may be required to use and share personal information with its employees, third party service providers and other financial institutions. When you open an account with us, you authorize us to collect this information during the course of our relationship. Personal information collected by Metaform will be held at the head office of the Firm: 2 St. Clair Avenue East, Suite 1206, Toronto, ON M4T 2T5.

Sharing Personal Information

Metaform will not use or disclose personal information for purposes other than those for which it was collected except with the consent of the client or as required by law. Personal information will be retained only as long as necessary for these purposes or required by law.

Safeguarding Personal Information

Client personal information is protected by security safeguards that are appropriate to the sensitivity level of the information. All employees of Metaform are responsible for protecting client privacy, confidentiality and security. This obligation remains in effect even after an employee leaves the Firm. Metaform has appropriate controls in place over computer systems in compliance with its Privacy Policy.

Metaform will ensure that third party service providers requiring the use of personal information have appropriate security procedures and controls to protect the personal information of Metaform’s clients.

Updating and Accessing Your Personal Information

With some limited exceptions, you have rights to access and update personal information held by Metaform about you. You may inquire about any personal information Metaform may have about you, by sending an email to You must include your full name, address and telephone number and a copy of an identity document (such as an ID card or passport). This allow Metaform to verify your identity and whether the Firm has any personal information regarding you. Metaform will contact you if the Firm needs additional information to make that determination.

You may request for Metaform to correct, cancel, and stop processing personal information that Metaform holds about you. If Metaform agrees the personal information is incorrect, or the processing should be stopped, Metaform will correct the personal information or stop the processing. If Metaform does not agree the personal information is incorrect; Metaform will inform you it does not agree. The Firm will record that you consider personal information to be incorrect in the relevant file.