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Investor Privacy Notice


As an organization that collects, uses and discloses personal information, Milan Financial Group Ltd. 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 Milan Financial Group Ltd. provide 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 Milan Financial Group Ltd. personal information will be collected in order to administer your accounts. This information typically includes your financial information and investment objectives, in addition to your current investments, banking information and your social insurance number. At times, Milan Financial Group Ltd. may be required to provide this information to outside organizations such as insurance companies, 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 Milan Financial Group Ltd. are bound and must comply with the same federal/provincial privacy act(s). Milan Financial Group Ltd. 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 information.


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, Milan Financial Group Ltd. will no longer be in a position to provide you with these services. Therefore, by maintaining your account with Milan Financial Group Ltd. we will consider that you have consented to our collecting, using and disclosing your personal information.


If you wish to review or make changes to your personal information you may do so by contacting Milan Financial Group Ltd. directly.



Website Disclaimers

This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances.

This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.


Ferdinand Milan is an investment advisor and is also licensed for the sale of life insurance products. Ferdinand Milan is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. Ferdinand Milan will provide the name of the entity being represented when insurance business is conducted. The sale of insurance products is not the business of or under the supervision of Aligned Capital Partners Inc. (ACP) and ACP will not be liable or responsible for such activities.


All non-securities related business conducted by Ferdinand Milan is not in the capacity of an employee or agent of ACP and is not covered by the Canadian Investor Protection Fund (CIPF). Non-securities related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation. Accordingly, ACP is not liable and/or responsible for any non-securities related business conducted by Ferdinand Milan. Such non-securities related business is the responsibility of Ferdinand Milan alone.

References in this website to third party goods or services should not be regarded as an endorsement of these goods or services. By accessing any of the links provided you will be leaving the Milan Financial Group Ltd. website. Milan Financial Group Ltd. is not responsible for the information contained on these external websites.


The information contained on this website is for general information purposes only and is the opinion of the owners and writers. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. However, please call Advisor Name to discuss your particular circumstances.


The information contained on this website is subject to change without notice. The owner and publisher of this website are not liable for any inaccuracies in the information provided.

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