(This version of the Policy is in effect as of July 9, 2019)
Fisher Investments Canada may collect the following personal information concerning Individuals:
Fisher Investments Canada may use the personal information collected by it for the following reasons:
Individuals may at any time withdraw their consent to marketing communications and to commercial electronic communications as follows:
Fisher Investments Canada will not sell or lease personal information to third parties. However, we may share your personal information as follows:
Fisher Investments Canada is a US company located in the United States. Accordingly, Fisher Investments Canada transfers information to the United States. This information may be subject to US laws and accessible to US government, courts or law enforcement or regulatory agencies. Information may be held at the following Fisher Investments Canada locations:
While Fisher Investments Canada uses reasonable measures, when possible, to favor Canadian service providers, your personal information may in some circumstances be transferred, processed and/or stored by service providers in foreign jurisdictions, and may therefore be available to government authorities under lawful orders and laws applicable in such foreign jurisdictions. Fisher Investments Canada will strive to protect personal information disclosed to such foreign service providers by contractual agreements requiring that they adhere to appropriate confidentiality and security protections.
Individuals may contact Fisher Investments Canada at any time to request access to personal information Fisher Investments Canada maintains about them or to correct any inaccuracies in such information. Fisher Investments Canada can be contacted by mail, email or telephone as follows:
Fisher Investments Canada
ATTN: Marketing – CANADA Privacy
5525 NW Fisher Creek Drive
Camas, Washington 98607
In each case, please ensure that full name and address are provided in exactly the form in which they were originally provided to Fisher Investments Canada to avoid any possible confusion with a different Individual.
Any questions regarding practices with respect to service providers outside Canada or the collection, use, disclosure or storage of information by service providers outside Canada can be addressed to Executive Vice President, Fisher Investments International at the address above.
In order to protect against unauthorized access or disclosure, Fisher Investments Canada has put in place reasonable physical, electronic and managerial procedures that are designed to safeguard and secure personal information. Fisher Investments Canada uses encryption when collecting or transmitting sensitive personal information, including when transmitting such information over the Internet.
A cookie is a small text file with an identification tag that is created and downloaded to an Individual’s computer (or other device) when accessing webpages that use them. Cookies allow a website to, among other things, store and retrieve information about an Individual’s online activity, browsing habits, or computer (or other device).
Cookies can be categorized by who places them:
Cookies can also be categorized by their duration:
Lastly, cookies can be categorized by the function they serve. Fisher Investments Canada uses the following types of first and third-party cookies:
1. Functionality Cookies
Fisher Investments Canada uses functionality cookies to keep track of whether or not an Individual has consented to have other types of cookies placed on his/her computer (or other device) and, if the Individual has consented, to note when consent was obtained. Functionality cookies do not collect any personal information. Enabling functionality cookies may be necessary to access the full content of website material.
2. Personalisation Cookies
Personalisation cookies allow a website to remember information that changes the page’s appearance or behaviour, such as, for example, the language selected for viewing the page.
Fisher Investments Canada uses third party personalisation cookie services, and these companies may have access to information collected by the cookies.
3. Analytics Cookies
Analytics cookies analyse how Individuals browse a website and enable Fisher Investments Canada to measure the number of visitors to its websites, as well as to measure and analyse how Individuals interact with the websites. This information is used to improve the websites and the products or services offered.
Fisher Investments Canada uses third party analytics cookie services, and these companies may have access to information collected by the cookies.
4. Behavioural Advertising Cookies
Fisher Investments Canada serves advertisements on various websites using third-party companies. If an Individual visits a website or clicks on one of Fisher Investments Canada’s advertisements, behavioural cookies will be placed on the Individual’s computer (or other device).
Behavioural cookies allow Fisher Investments Canada to manage and optimise its digital marketing (e.g. banner ads, pages offering informational brochures, email campaigns, etc.). Behavioural cookies may be used to build a profile to provide an Individual with content more relevant to his or her interests. They adapt advertising and the content the Individual sees on other websites based on his or her browsing habits, including how the Individual navigates websites, as well as how the Individual interacts with internet advertising.
Fisher Investments Canada uses third party behavioural cookie services, and these companies may have access to information collected by the cookies.
To learn more about behavioural advertising cookies and to opt in or out of multiple advertising networks at once, you can visit the website Your AdChoices.
Some advertising networks do not participate in the Your AdChoices service. To opt out of some of these networks, please visit the consumer opt-out page of the Network Advertising Initiative.
As explained above, cookies help you to get the most out of the websites that make use of this technology. Disabling cookies may affect the functionality of many of the websites you visit. If you do disable cookies, performance and functionality will be affected. If you wish to delete, disable, or re-enable cookies, you may do so through your browser as follows:
Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $112 billion under management.* Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 175 large institutions and over 65,000 high net worth individuals. Founder and Executive Chairman Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 9/30/2019)