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Braley Financial
About Us - Braley Winton Financial Group Inc.

Our Company

Braley Winton Financial Group offers a wide range of financial services including Financial Planning, Insurance, Investments, Accounting, Mortgage Brokerage and Notarial services.

With over 50 advisors and employees, Braley Winton has over $600 million in assets under management. Our head office is located in Pointe-Claire, Quebec with additional offices in Kingston, Burlington, Niagara Falls and Welland, Ontario. Through our partnership with the Executive Planning Group, Braley Winton delivers its regional expertise in top-tier services on a national scale.

About our President

As founder and President of the Braley Winton Financial Group, Herbert Braley Sr. has built a career on delivering exceptional professional knowledge and adhering to the highest standards of ethical conduct.  With over 45 years of experience in investments, Herb is considered to be one of Canada’s leading financial experts.  He is a man of the utmost professionalism, who has built a loyal clientele, many of whom have become true friends.

 

Braley Winton and your privacy

Braley Winton is committed to following the necessary steps in order to protect the privacy, confidentiality and security of the information we gather for the purpose of conducting business.

How we collect and use your personal information

In order to provide you with products or services, Braley Winton is required to gather specific information about you. The information gathered is mandatory for conducting business as required by law. This information can be in the form of:

• your name, resident address and telephone number
• your age, gender and marital status
• your previous insurance experience
• your medical history
• your employment history
• your banking information or credit rating
• your social insurance number or driver’s license

The information provided is used solely for the purpose intended.  The information is processed using established policies and procedures in compliance with this declaration and to which all parties involved have signed a legal confidentiality agreement.

Client records containing personal information are filed in locked filing cabinets and/or scanned and saved on a password protected server which is backed-up every day at an outside location in the event of power failure or fire.

Disclosing your information to others

Braley Winton will disclose your personal information only for the reasons for which it was collected.  This may include:

• to verify your identity
• for processing and submitting your application
• to determine suitability of products and services for you
• to complete the underwriting process
• to communicate with your financial advisor, yourself or any party for which you have expressed consent

Under certain rare and exceptional circumstances, Braley Winton may have a legal obligation to disclose personal information without your knowledge or consent.  This would only be necessary under law enforcement to protect the interests of the public or the individual in question.

Accessibility of personal information

If you would like a copy of the personal information we have on file, please make a request in writing to your financial advisor.  Braley Winton will provide the requested information within a timely manner.

Disclaimer

The information on this Website is intended for residents of Quebec and Ontario, where Braley Winton Financial Group and its parent company, H. Braley Insurance Services Ltd. is licensed and registered as a financial services firm and does not constitute an offer to sell or to solicit persons to purchase products in any other province, territory or country. Furthermore, any products referenced are only offered in those of the jurisdictions previously noted, and only where they may be lawfully offered for sale. All products are subject to the terms of the applicable product agreement. The information in this website is subject to change without notice. This communication does not constitute an offer or solicitation by anyone in any jurisdiction where such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation.

Braley Winton Financial Group is a firm of financial security advisors and as such, the financial security advisors under its banner are properly licensed to sell insurance and investment products with which the cabinet is contracted. The resulting sales/applications are processed in the strictest of privacy prior to being sent to the life insurance company.

Our privacy officer is:

Sylvie Bourgeois
Vice President of Operations
1868 Blvd. des Sources, Pointe-Claire, Quebec, H9R 5R2
Tel. (514) 620-0051 Ext. 104
sbourgeois@braleyfinancial.ca

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