Who we are

Valleywood Capital is an investment partnership located in Toronto, Ontario, Canada.

Privacy Policy

Client information is private and confidential. Valleywood Capital recognizes that clients have a right to have their information protected.

Valleywood Capital’s Privacy Protection Policy governs the collection, use and disclosure of personal client information. Specifically, this policy outlines how Valleywood Capital complies with provincial and federal regulations governing client information including the Privacy Act and the Personal Information Protection and Electronic Document Act (PIPEDA).

PIPEDA is the Canadian federal privacy legislation established in January 2004. Under PIPEDA no business may collect, use or disclose personal client information without clearly defining the purpose of such collection, use or disclosure and obtaining informed consent. The collection, use or disclosure is limited to purposes that a reasonable person would consider appropriate in the circumstances. The legislation further regulates the protection, retention and destruction of client information. PIPEDA offers clients the right to access their information upon request and challenge the information that is being retained.

The key privacy principles of PIPEDA form the basis of Valleywood Capital’s comprehensive Privacy Protection Policy.  It is important to safeguard private and confidential client information. Valleywood Capital confirms compliance with privacy legislation and uses the utmost discretion when dealing with client information. Valleywood Capital will regularly monitor and assess the environment of compliance in terms of protection of private client information. All information concerning clients and their accounts are confidential and will not be disclosed to unless the intended purpose is disclosed.  Should client information be required for a new purpose, Valleywood Capital will take the necessary steps in order to seek additional consent.  Consent may be expressed in writing, orally or implied directly by the client. In most cases consent is obtained via provision of business cards, written agreement, applications, registration to events and/or by attendance. All client information collected by Valleywood Capital will be kept confidential and shall not be disclosed to any third party, except for the specific reasons expressly identified or if the client has provided express consent.  From time to time, requests for client information may be received from: government agencies; law enforcement agencies; securities commissions; law societies; other self-regulatory organizations (SRO’s); or under a court order. Express consent will not be required if needed for: audit, statistical or record-keeping purposes; a legal reason or request by securities or legal regulatory authorities or SRO; to collect a debt owed by the client; to a legal professional for the purposes of obtaining legal advice; and pursuant to a court order. Should Valleywood Capital be asked to produce confidential information by any such entity, Valleywood Capital will comply. In some cases, Valleywood Capital may provide information on its own initiative if there are reasonable grounds to believe crime or a violation of applicable regulation is involved.

Consent to use personal information may be withdrawn by a client at any time.  Client information will only be collected as needed for intended purposes.

During the course of providing products or services to client, Valleywood Capital may collect personal information in several different ways: the website, by telephone, by written correspondence, or by e-mail. The purpose of collection of personal information is for the sole purpose of providing services and in order to adequately communicate information.  Valleywood Capital does not collect specific client information from site visitors unless personal information is provided or contact is requested.  If information is provided, it will be collected for the purpose of answering inquiries, providing marketing materials, corporate background and to invite guests to access services and/or events.

Valleywood Capital’s website may employ standard technology to collect information about how the firm’s site is used for the purposes of improving website design. Website information is collected in many forms including by obtaining the domain name of visitors, user preferences, personal information that is volunteered, and geographic location.

Valleywood Capital may share client information with authorities for regulatory or tax reporting purposes.  Information may also be shared with legal bodies, SROs and other authorities for reasons previously discussed. Client information may also be shared with external service providers or strategic partners/affiliates (upon verbal consent by the client).

Client information will only be retained for as long as needed in order to satisfy the stated purposes at the time of collection. When the information is no longer required necessary measures will be taken to destroy, dispose of, or delete the information.

It is important for Valleywood Capital to keep client information accurate in order to provide quality service and minimize the potential for misuse. Valleywood Capital strives to keep client information correct, complete and up-to-date. Clients may be contacted periodically to ensure information is accurate on file.  Clients are requested to advise Valleywood Capital of any changes to client information, as Valleywood Capital is not liable for errors that cannot be corrected without client input.  Should an inaccuracy be found, Valleywood Capital will act efficiently to correct it at no cost to the client.

Security measures include passwords on networks and systems and restricted access to the office, and records within the office.

Valleywood Capital makes every effort to explain policies and procedures to clients and explain how client information is managed.  Valleywood Capital’s Privacy Protection Policy will be provided upon request by e-mail or phone. Also, a copy can be found on the Valleywood Capital’s site.

Clients have a right to their personal information. Clients have the right to verify the accuracy and completeness of their personal information, and may request that it be amended. Upon request (in writing) with appropriate supporting documentation confirming identity, clients will be given a copy of their client files.

Under certain circumstances Valleywood Capital may not be able to provide clients with access to specific pieces of information. For example, clients will not be granted access to information containing references to other persons or that has proprietary information confidential to the firm. Also, access will not be provided to information that has been destroyed or is too costly to retrieve.

Valleywood Capital will respond to requests for access in writing within 30 days of receipt.

Inquiries and complaints will be reviewed and dealt with in a timely fashion.  Specifics steps of Valleywood Capital’s privacy complaint recourse process are:

All complaints are directed to the Privacy Officer who will maintain a detailed file on the complaint.

The complainant will be notified of receipt of the complaint. All other applicable parties will be provided notice as well.

The Privacy Officer will conduct an investigation to gather all necessary facts pertaining to the complaint.

Following the investigation, the Privacy Officer will make a determination that either no other remedy than a clear explanation to the client is warranted or that the complaint is substantiated and as such, specific action is required. Some examples of specific recourse include implementing additional safeguards, employee training and documentation revision.

The client will be advised of the decision in writing with details of the findings and subsequent recourse action, if any.  Where applicable, a formal apology will be issued by Valleywood Capital or a third party for the mishandling of client information.

Clients who remain dissatisfied with the results can bring the complaint to the attention of the federal Privacy Commissioner who is the ombudsperson for complaints under PIPEDA at:  Officer of the Privacy Commissioner at 112 Kent Street, Place de Ville, Tower B, 3rd Floor, Ottawa, Ontario K1A 1H3. The request must be made in writing and include full contact details and as much detail as possible about the complaint.

Valleywood Capital’s Privacy Protection Policy is intended to provide clients with comfort that their personal information is handled with the utmost importance and care. Valleywood Capital is continually balancing clients’ right to privacy with the needs of the business and therefore, welcome any feedback on how privacy protection policies and procedures can be improved.

Comments

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Media

If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Cookies

If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

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Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Who we share your data with

If you request a password reset, your IP address will be included in the reset email.

How long we retain your data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where we send your data

Visitor comments may be checked through an automated spam detection service.