Davis Benefit's Privacy Policy

Last updated April 2022

This Privacy Policy describes how Davis Benefits & Pensions, Ltd. (“Davis”, “we”, “us” or “our”) collects, uses and discloses personal information in the course of providing benefits and pension consulting and services (“Services”), when you visit our website at davisbenefits.ca (the “Website”) or otherwise interact with us.

Davis is committed to safeguarding the personally identifiable information that you share with us online.

Generally, you can browse our website, davisbenefits.ca (the “Website”), without sharing any personal information.

However, should you wish to obtain access to any and confidential resources (the “Resources”), subscribe to our newsletter, or submit a form, you will be required to voluntarily submit personal information.

We may also collect information on how you use this Website, such as resources browsed, searched and downloaded; the frequency and duration of visits, and your source Internet Protocol (“IP”) address.

Our complete privacy policy is expanded on below.

1. Collection and use of personal information

You can access our Website without providing personal information. If you choose to use our Services, contact us with questions, or sign up for our communications, we will ask you to provide personal information. The personal information that we request will vary depending on how you choose to interact with us.

When you contact us or provide feedback

If you contact us, we will collect the information you provide to respond to your question, inquiry or request. If you choose to provide a rating or review, or other feedback, we will use this information to improve our Service or our Website, or to develop new Services.

To send you communications

We use your personal information to send you communications including tailored marketing messages and transactional emails. You can unsubscribe from marketing communications at any time by using the unsubscribe feature provided or by contacting us as described below. You may still receive transactional emails from us even if you have unsubscribed from our marketing communications.

We also use personal information for other standard business purposes such as maintaining records, enforcing our agreements, detecting and preventing fraud, ensuring the security of our website and meeting our legal and regulatory obligations.


2. Our website

When you visit our Website, we automatically collect your IP address, the date and time of your visit, the pages you visit, the features you use, and the referring URL’s you came from. We use this information to improve our Website and Services.


A cookie is a data file that certain websites write to your computer’s hard drive when you visit such sites. A cookie file can contain information, such as a user identification code, that the sites uses to track the pages you have visited, but the only personal information a cookie can contain is information you supply yourself. A cookie can’t read data off your hard disk or read cookie files created by other sites. We may collect information from your web sessions by using cookies, to determine, for example, user traffic patterns, and the effectiveness of our navigational structure.

We use cookies and similar technologies to collect information about your visit to our Website, to remember your preferences and settings when you navigate through our Website, and for security purposes.

Many web browsers allow you to manage your preferences. You can set your browser to refuse cookies or delete certain cookies.

You may be able to manage other technologies in the same way that you manage cookies using your browser’s preference. If you block cookies you may not be able to use all of the features of our Website.  For your convenience, we may offer links from our Website to other websites. We do not control, and are not responsible for, the personal information handling practices of other websites.  We encourage you to consult the privacy policies for these websites before providing any personal information.

Targeted advertising and analytics

We use third party providers, including Google Analytics, Amplitude, Microsoft Advertising, LinkedIn Ads, and Facebook Ads to collect information about your use of our Website, such as the features used and time spent on our Website, to help us better understand our users and improve our Website.

These services may use cookies, web beacons, and other storage technologies to collect or receive information from you and elsewhere on the internet and use that information to provide measurement services and targeted ads.

You can opt-out of Google Analytics here: https://tools.google.com/dlpage/gaoptout. You can opt-out of Google’s personalized advertising features through Google Ads settings here https://adssettings.google.com. Where available, you can opt-out of personalized ads from other advertising networks here https://optout.aboutads.info.

You can adjust how ads are targeted to you through Facebook Ads here: https://www.facebook.com/help/568137493302217. You can also influence the types of ads you see by providing feedback or hiding ads here: https://www.facebook.com/help/146952742043748?helpref=faq_content.

You can adjust how ads are targeted to your Microsoft account here: https://choice.microsoft.com. We may also work with social media platforms to deliver personalized ads on these sites. 

You may also be able to control personalized advertising on social media platforms through the advertising or privacy settings of the applicable platform. To learn more about targeted advertising based on information about your online activities or to learn how to opt out of having your data used for online behavioral advertising, visit youradchoices.ca or networkadvertising.org/choices.

Links To Other Websites

This Website contains links to other websites. Please be aware that Davis is not responsible for the privacy practices of other sites. We encourage our users to be aware that when they leave this Website to read the privacy policies of each and every Web site that collects personal identifiable information.

This Privacy Policy applies solely to information collected by this Website.


3. When personal information is shared

.Business transactions

Personal information may be used and disclosed to parties connected with the proposed or actual financing, securitization, insuring, sale, assignment or other disposal of all or part of our business or assets, for the purposes of evaluating and/or performing the proposed transaction. Our assignees or successors may use and disclose your personal information for similar purposes as those described in this Privacy Policy.

Service providers

We use service providers to provide certain services on our behalf such as data hosting, payment processing, marketing and communications, analytics and customer service. Some of these service providers may be located outside of Canada, including in the United States


We and our service providers may disclose personal information in response to a search warrant or other legally valid inquiry or order or as otherwise required or permitted by law, including as required or permitted by foreign laws applicable to us or our service providers.


4. Security of personal information

We have implemented physical, organizational and technological security measures that are designed to protect the personal information in our custody and control from unauthorized access, use or disclosure. However, please be advised that no security measures can offer absolute security.

The file containing your personal information is maintained on secure servers hosted by our service provider.

Access to your personal information is limited to Davis employees or service providers who require access for the purposes described in this Privacy Policy. We retain personal information for as long as necessary for the purposes for which such information was provided or to otherwise meet legal requirements.


5. Access and correction

You may request access to or correction of your personal information in our custody or control by writing to us (see “Contact Us” section below).  Your right to access and correct your personal information is subject to applicable legal restrictions. We may request information from you in order to verify your identity before providing access or making corrections.


6. Privacy policy updates

This Privacy Policy is effective as of the Last Updated date written above. We may update or amend this Privacy Policy from time to time. The revised Privacy Policy will be posted on our Website. We recommend that you refer to this Privacy Policy frequently for the latest information about our personal information practices.


7.  Contact us

If you require more information or clarification on our privacy policy, please do not hesitate to contact our Privacy Officer at info@davisbenefits.ca.