What Does Madison Investments (Canada) Ltd. Do With Your Personal Information?

 

Why?

 

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

 

What?

 

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social insurance number and transaction history
  • Account balances and checking account information
  • Purchase history and wire transfer instruction

When you are no longer our customer, we continue to share your information as described in this notice.

 

How?

 

All financial companies need to share investors’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their investors’ personal information; the reasons Madison Investments (Canada) Ltd. chooses to share; and whether you can limit this sharing.

 

Reason we can share your personal information Does Madison Investments (Canada share? Can you limit this sharing?
For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus Yes No
For our marketing purposes— to offer our products and services to you Yes No
For joint marketing with other financial companies No We don’t share
For our affiliates’ everyday business purposes— information about your transactions and experiences Yes No
For our affiliates’ everyday business purposes— information about your creditworthiness No We don’t share
For nonaffiliates to market to you No We don’t share

Who we are

 

Who is providing this notice?

Madison Investments (Canada) Ltd.
161 Bay Street, Suite 2700,
Toronto, Ontario, Canada
M5J 2S1

 

What we do

 

How does Madison Investments (Canada) Ltd. protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Madison Investments (Canada) Ltd. collect my personal information?
We collect your personal information, for example, when you

  • Open an account or provide account information
  • Direct us to buy securities or make deposits or withdrawals from your account
  • Give us your contact information

We also collect your personal information from other companies.

Why can’t I limit all sharing?
Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

Provincial laws and individual companies may give you additional rights to limit sharing.

 

Madison Investments (Canada) Ltd. Cookie Policy

 

We and our service providers may collect personal information through our websites, including through the use of cookies, pixel tags, and other similar technologies, in accordance with applicable Canadian privacy laws (including the Personal Information Protection and Electronic Documents Act (PIPEDA)).

The information we collect during normal website usage may include:

  • Device information, such as operating system, browser type, screen resolution, device type (e.g., phone or tablet), IP address, unique identifiers (including identifiers used for advertising purposes), language preferences, and general geographic location (such as city or region). This information is aggregated or de-identified where possible and is not used to directly identify individuals.
  • Online activity information, such as pages viewed, time spent on pages, referring websites, navigation patterns, and interactions with our website and marketing materials.

We use the following categories of cookies:

Necessary cookies are required for the website to function properly, such as enabling secure access and saving consent preferences. They do not require consent under applicable law.

Analytical cookies help us understand how visitors use our website, including traffic sources, engagement, and performance metrics, so we can improve functionality and content.

Advertisement cookies may be used to deliver more relevant advertising to you and to measure the effectiveness of our marketing campaigns. These cookies are only used with your consent, where required.

How you can control the use of cookies:

Where required by Canadian law, we will request your consent before placing non-essential cookies on your device.

You may withdraw or modify your consent at any time through our cookie preferences tool (where available) or by adjusting your browser settings. You can also limit tracking by:

  • Blocking cookies in your browser
  • Disabling advertising identifiers on your device
  • Using privacy-focused browser settings or extensions
  • Opting out through third-party platforms such as Google, LinkedIn, and other advertising networks

Please note that disabling certain cookies may impact website functionality.

 

Definitions

 

Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Our affiliates include companies with a common “Madison” name; financial companies such as Madison Investment Advisors and MFD Distributor, LLC.

Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Madison Investments (Canada) Ltd. does not share with nonaffiliates so they can market to you.

Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Madison Investments (Canada) Ltd. does not jointly market.

 

Questions?

 

Call 1-800-877-6089