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Liberty International Investment Management is registered as a portfolio manager in Ontario, Alberta, British Columbia, and Saskatchewan. By using this website, you accept our Terms of Use and Privacy Policy below.

Terms of Use

By accessing this website and any pages thereof, you agree to be bound by the terms of use set out below. If you do not agree with these terms of use, do not access this website or any pages thereof. We reserve the right, in our sole discretion, to modify, alter or otherwise update these terms of use at any time and you agree to be bound by such modifications, alterations or updates. References on this website to “Liberty International Investment Management”, “Liberty”, and “we” or “us” are to the corporate entity Liberty International Investment Management and include its subsidiaries and affiliates, depending upon the context.

No Solicitation. Nothing on this website constitutes a solicitation or offer by Liberty to buy or sell products or services of any kind whatsoever, including, without limitation, securities or any other financial instruments of any issuer.

No Advice. The information on this website is general only. The information provided on this website is intended for informational purposes only and is not intended to constitute financial, accounting, legal or tax advice. Many factors unknown to us may affect the applicability of any statement or comment that we make on our website to your particular circumstances. You should consult directly with a Liberty professional or your other advisors before acting on any information on this website.

Accuracy and Changes. The information on this website does not constitute the official version of Liberty's disclosure documents and may not always be the most current. Facts and information provided on this website are believed to be accurate at the time they are posted. However, this website could include inaccuracies, typographical errors, or out-of-date information. Changes may be made at any time to the information on this website without prior notice. Please consult with us for complete and up-to-date information on products and services.

Services of Liberty. All services of Liberty are offered for sale subject to the terms of the applicable agreements governing their use. Please consult with us for complete and up-to-date information on services. The information on this website is intended for use solely by persons resident in jurisdictions where Liberty operates. These services are available in Canada and only in those other jurisdictions where they may be legally offered. This site does not constitute an offer or solicitation to anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such a solicitation.

Disclaimer of Warranty and Limitation of Liability. Liberty does not warrant the timeliness, accuracy, completeness, quality, adequacy or content of any information on this website and expressly disclaims any liability whatsoever for errors or omissions. Such information is provided “as is” without warranty or condition of any kind (either express, implied or statutory), including, without limitation, the implied conditions and warranties of merchantability and fitness for a particular purpose, except in jurisdictions which do not allow the exclusion of implied warranties. Liberty will not be responsible or liable for any direct, indirect, special, incidental, or consequential damages, or any other damages whatsoever, including, without limitation, lost revenues, lost profits or loss of prospective economic advantage, resulting from the use of or misuse of or inability to access or use this website or the information, documents, software or content thereof, or an error, omission, interruption, defect, delay, computer virus, system failure, loss of data or otherwise, even if advised of the possibility of such damages or such damages are reasonably foreseeable.

Hyperlinks Are Not Endorsements. Links to other Internet resources or websites are used at your own risk. Links to other websites or references to products, services or publications other than those of Liberty on this website do not imply the endorsement or approval by Liberty of such websites, products, services or publications. Liberty makes no representations whatsoever about any other website which you may access through this one and accepts no responsibility whatsoever for such websites or their content. When you access a non-Liberty website, please understand that it is independent from Liberty, and that Liberty has no control over the content on that website. Non-Liberty websites are not subject to Liberty's privacy policy or security standards.

Material to be Consulted in its Entirety. All materials on this website are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices. Any disclaimers, restrictions, disclosure or hedge clauses apply to any partial document or material in the same manner as they do the whole, and will be deemed incorporated in the portion of any material or document that you consult or download.

Forward-Looking Statements. From time to time, we make written or oral forward-looking statements within the meaning of certain securities laws, including on this website, in filings with Canadian securities regulators and in other communications. These statements include, but are not limited to, statements we make about our operations, business lines, financial condition, risk management, priorities, targets, ongoing objectives, strategies and outlook. Forward-looking statements are typically identified by the words 'believe', 'expect', 'anticipate', 'intend', 'estimate' and other similar expressions or future or conditional verbs such as 'will', 'should', 'would' and 'could'. By their nature, these statements require us to make assumptions and are subject to inherent risks and uncertainties that may be general or specific. A variety of factors, many of which are beyond our control, affect our operations, performance and results and those of our business lines, and could cause actual results to differ materially from the expectations expressed in any of our forward-looking statements. Readers should not place undue reliance on our forward-looking statements. We do not undertake to update any forward-looking statement that is contained in this site or in other communications.

Internet Communications. PLEASE BE ADVISED THAT TRADING INSTRUCTIONS SHOULD NOT BE COMMUNICATED VIA E-MAIL AND, IF RECEIVED VIA E-MAIL, WILL NOT BE ACTED UPON. Without the use of secure encryption, the Internet is not a secure medium and privacy cannot be ensured. Internet e-mail is vulnerable to interception and forging. Liberty cannot ensure the privacy and authenticity of any information communicated over the Internet, and will not accept any instructions that you send to us over the Internet. Liberty will not be responsible for any damages you may incur if you communicate confidential information to us over the Internet or if we communicate such information to you at your request. Please refer to Liberty's Privacy Policy for more information.

Permitted Users and Access. This website may be used only by persons who are at least 18-years old and can form legally binding contracts under applicable law. This website may not be used by persons in jurisdictions where access to or use of this website or any part thereof may be illegal or prohibited.

Termination. If you breach any provision of these terms of use, you may no longer use this website. Liberty may, at any time, for any reason and without any prior notice or liability, change, suspend or terminate this website or any part of it or withdraw your permission to use this website. If these terms of use or your permission to use this website are terminated for any reason, these terms of use will nevertheless continue to apply and be binding upon you indefinitely in respect of your prior use of this website.

Liberty Privacy Policy

Liberty International Investment Management Ltd. (“Liberty”) is committed to providing clients with the highest possible level of service. We understand how important it is to you, as our client, that we protect your privacy and the confidentiality of the personal information that you have entrusted to us.

As part of our commitment to you, we have established policies regarding the collection, use, disclosure and protection of your personal information. The points below outline what information we have, why we need it and how it is used, shared and protected. We also outline what rights you have with respect to your own privacy.


What Personal Information Does Liberty Have and Why do We Need It?

Personal information refers to information that identifies you. It is primarily collected when you first establish your relationship with Liberty through our account opening process, however, there may be future requests for updated information as circumstances change.

For a personal account this information would include your name, address, contact information, date of birth, occupation, marital status, social insurance number, current financial position, investment experience, risk tolerance and intended use of your account. We are also required to directly examine certain government issued identification to assist in addressing anti-money laundering requirements.

For corporate, trust, estate and other non-personal accounts, we will need to obtain personal information about all persons authorized to provide directions and for all beneficial owners. We will also request to review original or notarized copies of documentation that confirm the existence of the entity.

We need your personal information in order to establish your identity, meet regulatory requirements and protect you and us from error and fraud. Most importantly, this information assists us in being able to provide you with the best possible service.


How Do We Obtain Your Personal Information?

Personal information is received directly from you or from your representative with your consent.

You always have the option of not providing the personal information that is requested, however, Liberty may not be able to open or maintain your account or provide services to you.


How Is Your Personal Information Used?

Your personal information is used to identify you, establish and administer your accounts, execute transactions and to provide you, or your authorized representative, with account statements, tax receipts and any other information that may be requested or needed to service your account.

Your information is also used in our internal business operations and is necessary in fulfilling our legal and regulatory requirements.


With Whom is Your Personal Information Shared?

Client confidentiality and privacy is one of Liberty's fundamental principles. We will never sell or distribute your personal information to others.

However, there are circumstances where we may share your information with others outside of Liberty including:

Third party service providers that Liberty hires to perform services on your behalf. We provide them with a limited amount of information in order that they may provide services including record keeping, document storage and statement preparation and distribution. They are prohibited from using the information provided for any other purposes other than to carry out the specific service they have been engaged to provide and they are not permitted to disclose this information to others.

Your financial advisors, only where we have your written consent to do so.

Government Agencies that regulate Liberty and its business, including (but not limited to) various Provincial Securities Commissions and Canada Customs and Revenue Agency.

As permitted or required by law, Liberty is compelled to disclose personal information in response to a law, regulation, court order, subpoena, valid demand, search warrant or other legally valid request or enquiry. We may also disclose information to our accountants, auditors, agents and lawyers in connection with the enforcement or protection of our legal rights.


Where is your Personal Information Kept And For How Long?

Your personal information may be kept in electronic or paper format at the offices of Liberty or its third-party service providers. Your information may also be kept in secure off-site storage facilities.

Record retention laws and industry rules provide that we must keep and update all personal information for as long as an account is open and a service is provided to a client. We are also required to retain information for as long as legally necessary after a relationship ends in order to respond to any issue that may arise at a later date.


How Is Your Information Protected?

Client confidentiality and privacy is fundamental to the way we do business at Liberty. Our internal code of ethics requires all employees to maintain client confidentiality and each year our employees are required to certify in writing that they will comply with these high standards.

Policies, procedures, guidelines and safeguards have been put in place to ensure your personal information is protected. Our employees and service providers have access to your information to enable them to perform their duties in servicing you. Liberty maintains the highest standards of information security in order to prevent unauthorized access to your personal information. Most of your personal information is in the form of account documentation and transaction records which are both protected by physical locks, computer passwords and by limiting access to only those that need it to service your needs quickly, completely and accurately.


What Privacy Rights Do You Have?

Upon request, we will provide you with access to your personal information. In addition, we may provide you with a list of third parties to whom your information was provided.

Liberty encourages you to review any information received from us or our service providers on a regular basis and to contact us to correct inaccurate, incomplete or outdated information. You may withdraw your consent for the use of your personal information by notifying Liberty in writing of your intention to do so. Legal and other requirements may prevent you from withdrawing consent. Also, your decision to withdraw consent may mean that Liberty is no longer able to open or maintain your account or provide any services.