Privacy Policy

AdvisorBridge Inc. (“AdvisorBridge”, “we”, “us” and “our”) is committed to protecting your Personal Information (as defined below) by ensuring that your Personal Information is treated with care and is not used or disclosed in ways to which you have not consented.  This privacy policy (“Policy”) explains the ways in which we collect, use and disclose your Personal Information.  It applies to any Personal Information that is collected by us, whether it is collected over the telephone, in writing or electronically.

AdvisorBridge will never disclose, sell or lease to any third party any Personal Information that you provide to us, including through the AdvisorBridge website (the “Site”), without your permission, other than as described in this Policy, or unless we are required to do so by law.  Notwithstanding this, this Site is hosted and administered by a third party.  Accordingly, the Personal Information provided through this Site will be available to that third party for the limited purposes of hosting and administering this Site.

By providing us with your Personal Information and using our Site, you accept this Policy and consent to its terms, as well as any other terms that are described to you when your Personal Information is collected.  If you do not consent, please do not use the Site or otherwise provide your Personal Information to us.

It is AdvisorBridge’s policy to comply with the privacy legislation within each jurisdiction in which we operate.  Sometimes the privacy legislation and/or an individual’s right to privacy are different from one jurisdiction to another.  This Policy covers only those activities that are subject to the provisions of Canada’s federal and provincial privacy laws, as applicable.

We may modify, revise or update this Policy at any time by updating this posting.  Each time you use the Site, the version of this Policy then posted will apply to that use.  If there is a material amendment to this Policy we will email registered users of the Site and/or post a notice of such amendment on the home page of the Site in a manner that clearly draws attention to it.

What is Personal Information?

Personal Information” is information about an identifiable individual.  Personal Information includes but is not limited to your name, residential address, telephone number, fax number and email address.

What Personal Information Do We Collect?

When you become an AdvisorBridge member, we may need to collect certain personal information, including your name, mail address, email address, phone number and credit card information.  This non-public information allows us to register you in our database and to perform any necessary billing functions.

If you submit a profile, whether partial or complete, your information will be stored in our database.  The storage of this information allows you to return with your valid password and quickly renew or update your account without having to complete your entire profile again.

We may occasionally send you emails regarding our services.  You can unsubscribe from these emails by following the links provided in our emails or by visiting our unsubscribe page.

Personal Information is collected by us when you provide it to us, such as when you provide us with your contact information or send us a question or comment through the Site, when you meet with us in person, or when you phone us with an inquiry.

We also collect other non-identifiable information that is recorded by the standard operation of our Internet servers on an anonymous basis, such as the operating system you are using, the sections of the Site you visit, and the Site pages read and images viewed.

This information is used on an aggregate basis and in a non-personally identifiable form, including:  (a) for Site and system administration purposes; (b) to improve the Site; (c) to conduct internal reviews of the number of visitors to the Site; (d) to help us better understand visitors’ use of our Site; (e) to respond to specific requests from our visitors and Members; and (e) to protect the security or integrity of our Site when necessary.


When you view the Site, we may place a “cookie” on the hard drive of your computer which allows the Site to remember who you are.  Cookies provide additional functionality to websites to better match users’ interests and preferences.  With most Internet browsers, you can erase cookies from your computer hard drive, block the creation of cookies or receive a warning before a cookie is stored, although doing so may affect your use of the Site and your ability to access certain features of the Site.  Please refer to your browser instructions or the help section of your browser to learn more about these functions.

Web Beacons

Our Site may use web beacons.  When you access certain of our web pages, a non-identifiable notice of that visit is generated.  These technologies usually work in conjunction with cookies.  If you do not want your cookie information to be associated with your visits to these pages, you can set your browser to turn off cookies.  If you turn off cookies, web beacons will still detect visits to these pages, but the notices they generate cannot be associated with other non-identifiable cookie information and are disregarded.

For What Purposes Do We Collect Personal Information?

We collect and use Personal Information primarily for the purposes of:

  • performing our services, including without limitation, connecting buyers and sellers of dealer businesses;
  • responding to your communications and inquiries;
  • meeting legal, regulatory, audit, security and financial requirements under federal and provincial laws;
  • sending you press releases, marketing materials or information about scheduled events for which we have your consent to receive under applicable law; and
  • providing potential members with information that they have requested about AdvisorBridge.

We do not collect more Personal Information than we require for the purposes for which Personal Information is being collected, unless we are required or permitted by law to collect additional information.

We will notify the individual from whom the information is collected of the purposes for which we are collecting the information.  This notice will be provided at or before the time that we collect the Personal Information.  Depending on the way in which Personal Information is collected, this may be done orally or in writing.

When Personal Information that has been collected is to be used for a purpose that we have not previously identified, we will communicate the new purpose prior to using the information for the new purpose, unless the new purpose is required or permitted by law.

Other than as required or permitted by law (for example, in response to a court order or subpoena, or to comply with federal or provincial regulations), your Personal Information will not be used for any other purpose without your consent.

Transfer, Processing and Storage of Personal Information

Your Personal Information may be transferred, processed and stored outside of the province/territory in which you reside.   By submitting your Personal Information, you agree to this transfer, storing or processing.

Retention and Disposal of Personal Information

We implement security safeguards to protect Personal Information against loss or theft, as well as unauthorized access, disclosure, copying, use or modification, regardless of the format in which the information is held.  We use physical, organizational and technological measures to protect Personal Information, such as locked filing cabinets, firewalls, encryption and employee education.

We will keep Personal Information only for as long as it remains necessary for the purposes for which it was collected, or as required by law.  We use secure means of disposing of Personal Information.

Links to Other Websites

Our Site may provide links or references to websites operated by third parties.  These third party websites are not governed by this Policy but by other privacy policies that may differ from this Policy.  This Policy does not extend to the collection of Personal Information by these third parties and we do not assume any responsibility for the privacy practices, policies or actions of third parties.  In visiting any third party websites, whether linked to this Site or otherwise, you do so at your own risk and you assume all responsibility in that regard.  We make no representations or warranties regarding, and do not endorse, any third party website or any content in such website.  We encourage you to review the privacy policies of each website visited before using those websites or disclosing any Personal Information to third parties.

Correcting Your Personal Information

We want to make sure that the Personal Information that we have collected about you is accurate, complete and current.  However, we will not routinely update this information, unless it is necessary for us to do so to fulfill the purposes for which we collected the Personal Information in the first place.

Since we generally rely on you to inform us if there have been any changes to the Personal Information that we have collected about you, please let us know if any of this information has changed.  It is the responsibility of each member to update and maintain their public profile in the market network portion of the Site.

In the event that your credit card, user name or password is lost, stolen or used without permission you must notify us promptly.  Under these circumstances, your credit card information, user name and password will be removed from our database and our records will be updated accordingly.

Access to Personal Information

If you have any questions about the accuracy of the Personal Information that we have collected about you, you can have access to that Personal Information in order to verify and update it, unless we are permitted or required under applicable laws to refuse your access to such Personal Information.

You may contact our Privacy Officer at to request access to Personal Information that we have about you.  We will respond to requests within 30 days.

Questions and Further Information

We are accountable for all Personal Information in our custody and control and have designated a Privacy Officer, who is ultimately accountable for the handling of all Personal Information in our custody and/or control and to ensure that we are in compliance with the principles described in this Policy.

We make information about this Policy and our privacy practices readily available.  If you have any concerns or complaints, or if you would like further information regarding this Policy and our privacy practices, please contact our Privacy Officer at

September 2017