Juliana Lam Mortgage Broker

Mortgage Alliance-Meridian Mortgage Services Inc. Privacy Agreement

Our Commitment to You
At Mortgage Alliance - Meridian Mortgage Services Inc. we take pride in the policies and procedures we use to protect the personal information we collect and maintain of behalf of our clients. Among our offices and home offices, access to personal information is granted only to qualified individuals to provide services to our clients or to serve other legitimate business needs. We have implemented physical, electronic, and organizational measures to help protect your personal information from unauthorized access, unlawful processing, and accidental loss, destruction or alteration. We will not sell your information or authorize any other company or person to contact you to solicit any other business unless you give us permission to do so.

Information Collection and Use
To better understand your financial needs and make you aware of new services that could help you reach your goals, we collect personal information from a variety of sources. The kinds of personal information we collect and some of the reasons we collect it include:

Information we receive from you via applications or other forms. This information could include, but is not limited to: (a) data about who you are and how to contact you, such as your name and address; (b) unique identifiers such as your social insurance number, which we use to fulfill regulatory and other governmental obligations and to distinguish you from other clients with similar names; and (c) data to help us serve you better, such as your income, employment, age, net worth, investment objectives, and banking information (which we need to know in order to complete transactions with you and on your behalf as you may request).

Information about your application and experience with Mortgage Alliance - Meridian Mortgage Services Inc. or our affiliates. This information may include your account balance, account activity, and usage of various services. We collect this information in order to provide the services you have requested, and to help us determine how we or other non-affiliated companies may be of additional service to you.

Information we receive from a consumer reporting agency or other source, which may include account information and/or information about your creditworthiness. We use this information to help us determine the terms of credit that would be appropriate to offer you.

Guidelines for Information Disclosure
We share consumer information with other companies, including our affiliates that assist us with a variety of business activities, including account administration, customer service, transaction processing, processing and delivery of account statements, and delivery of investments and services. For example, we may disclose certain information to an insurance company in order to complete a transaction you initiated.

Mortgage Alliance - Meridian Mortgage Services Inc. will not use or disclose personal information for purposes other than those for which it was collected, except with the consent of the individual or as required or permitted by law. We may make these disclosures in any country, as required or permitted by law.

An Ongoing Commitment
We hope this information is useful to you. Confidentiality is the key to a strong relationship between you and Mortgage Alliance - Meridian Mortgage Services Inc. and we are committed to protecting your privacy. If you need clarification regarding this policy please contact our privacy officer Kyle Green.

Mortgage Alliance - Meridian Mortgage Services Inc.
Privacy Officer: Kyle Green
505-205 Newport Drive
Port Moody, BC, V3H 5C9
Email to: kgreen (at) mortgagealliance.com

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1110 Hamilton Street, New Westmisnter, BC V3M 2M9 604-710-7963