Investor Privacy Notice:
As an organization that collects, uses and discloses personal information, Oakhaven
Wealth Advisors Inc. is subject to the federal Personal Information Protection and
Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia
and Quebec), effective January 1st, 2004. In complying with these laws, it is important
that Oakhaven Wealth Advisors Inc. provides you with information so that you may fully
understand the purposes for which your personal information is collected.
Over the course of your relationship with Oakhaven Wealth Advisors Inc. and your
investment funds advisor, personal information will be collected in order to administer
your mutual fund account. This information typically includes your financial information
and investment objectives, in addition to your current investments, banking information
and your social insurance number. This information allows for but is not limited to the
buying and selling of mutual funds on your behalf, in addition to providing you with
reporting and the administration of your account in a compliant and regulatory manner.
At times, Oakhaven Wealth Advisors Inc. may be required to provide this information to
mutual fund companies in which you invest, self-regulatory organizations, securities
regulators, law enforcement agencies and to companies that perform services on our
behalf. These organizations, like Oakhaven Wealth Advisors Inc. are bound and must
comply with the same federal/provincial privacy act(s). Oakhaven Wealth Advisors
Inc. does not disclose your information to any other organization(s) to use for
their own purposes and in particular will never sell or trade your personal
The purposes for which we collect, use and disclose your personal information are
central to our being able to provide you with our services. Should you have objections
to the collection and disclosure of your personal information, as listed in the foregoing,
Oakhaven Wealth Advisors Inc.. will no longer be in a position to provide you with these
services. Therefore, by maintaining your account with Oakhaven Wealth Advisors Inc.
we will consider that you have consented to our collecting, using and disclosing your
In representing Oakhaven Wealth Advisors Inc. your investment funds advisor is acting
on behalf of the mutual fund dealer, Oakhaven Wealth Advisors Inc. Your investment
funds advisor may also be licensed to sell other products and, therefore may wish to
provide you with advice and services in that other capacity. Should they do so, your
investment funds advisor will communicate with you directly regarding any additional
use or disclosure of your personal information.
If you wish to review or make changes to your personal information you may do so by
making a written request to:
Oakhaven Wealth Advisors Inc.
4 Cedar Pointe Drive
Barrie ON L4N 5R7
Should you have any questions or concerns regarding the use of your personal
information we encourage you to speak with your investment funds advisor.
Alternatively, you may contact the designated Privacy Officer at:
4 Cedar Pointe Drive
Barrie, Ontario, L4N 5R7
Fax: (705) 812-2172
To Our Valued Clients:
As part of a planned transition, Don and Edith Reid have decided to sell their ownership of Altimum Mutuals to John Sweeney. The Reids have known John for more than seven years and will remain with the organization.
There are no changes to your investments or your accounts. The name of the dealer has changed from Altimum Mutuals Inc. to Oakhaven Wealth Advisors Inc. and the head office is in Barrie. St. Catharines will continue to be a vibrant branch with continued service from Oakhaven Wealth Advisors around the golden horseshoe.
We look forward to being of continued service to you.