In accordance with current privacy legislation, Formula Growth Limited has adopted privacy practices to protect the personal information of our clients. 

At Formula Growth Limited, we value your privacy and are committed to protecting your personal information. Each Formula Growth employee is responsible for ensuring the confidentiality of all personal information they may access. In addition, every employee annually signs a code of conduct, which includes provisions on the protection of personal information.


“Personal information” refers to information that identifies you, which may include details such as your age, marital status, employment history, social insurance number, credit history, home address, personal email address, telephone number, and wire instructions.

Purpose of Collecting Personal Information

We collect your personal information to establish a relationship with you and provide you with optimal services. Your personal information, including your financial history, current financial position, and other relevant details, enable us to:

  • Verify your identity.
  • Assess your eligibility for our products and services.
  • Prevent error and fraud.
  • Comply with legal obligations.

Sources of Personal Information

We primarily obtain personal information directly from you. With your consent, we may also gather information from sources such as your advisor or dealer, other financial institutions, and relevant authorities.

Use of Personal Information

We use your personal information for the following purposes:

  • To identify you.
  • To ensure our records are accurate.
  • To establish and administer your account.
  • To execute your transactions.
  • To maintain, store, record and determine your account holdings and transaction records.
  • To verify previously given information when necessary.
  • To provide you and your representatives with account statements/ information.
  • To provide you with financial statements, tax receipts, transaction confirmations and other information that may be requested or needed to service your account.
  • To provide you with quality customer service and support on your investment needs.
  • To meet legal and regulatory requirements.

Disclosure of Personal Information

Your personal information is used solely for the purposes stated above. In some cases, we may share your personal information with third parties to fulfill your service requirements, including:

  • Your financial representative.
  • Contracted third-party service providers.
  • Canadian governments, government agencies, and regulators.
  • Other legally required entities.

Disclosure When Required by Law

We may disclose your personal information in response to a search warrant, court order, or other legally valid request.

Recording and Monitoring

We may monitor and record electronic communications with you to ensure accuracy, compliance, and customer service. Records are retained for business purposes and personal information is safeguarded.

Cookies and Data Usage

We may use cookies and similar tracking technologies on our website to enhance your browsing experience and collect certain information automatically. Cookies are small text files that are placed on your device when you visit our website. They help us analyze user behavior, remember your preferences, and improve our services. The information collected through cookies may include your IP address, browser type, device type, and pages visited. You can manage your cookie preferences through your web browser settings, but please be aware that disabling cookies may limit some functionalities of our website. By using our website, you consent to the use of cookies and data as described in this policy.

Examples of Cookies we may use:

Technical or Functional Cookies: These are cookies that are essential for a website to function correctly and provide basic features. They are typically used to remember user preferences, login details, and settings, making it easier for users to navigate a website. Technical cookies do not collect personal data or track user behavior for marketing purposes.

Statistical Cookies: These cookies are used to gather information about how users interact with a website. They collect data such as page views, popular content, and user navigation patterns. Statistical cookies are employed to analyze and improve a website’s performance and user experience. The data collected is typically aggregated and anonymized.

Marketing/Tracking Cookies: Marketing or tracking cookies are designed to monitor user behavior across websites. They record data on a user’s online activities, such as the pages they visit, the products they view, and their interactions with ads. This information is used for targeted advertising and marketing purposes. Marketing cookies are often placed by third-party advertisers and can be used to create user profiles for personalized ad campaigns.


Your consent is required before opening an account with us and when providing personal information. We will not use your information without your consent, using it only for the stated purposes.

Withdrawing Consent

You can withdraw your consent by contacting us, but legal and other obligations may limit our services if you do so.

Access and Accuracy of Personal Information

You have the right to access your personal information upon request. We may provide a list of third parties with whom your information was shared. Requests for changes or updates to personal information can be made, subject to stated purposes and limitations.

Storage of Personal Information

Your personal information may be stored in electronic or paper format within our offices, affiliates, or third-party service providers, including secure off-site facilities.


Contact Formula Growth’s Privacy Office

For further inquiries about our Privacy Policy or how we handle personal information, please contact Formula Growth’s Privacy Office.

Privacy Office

Formula Growth Limited

1010 Sherbrooke Street West, Suite 2300

Montreal, QC, H3A 2R7

We reserve the right to update and modify this Privacy Policy as necessary, with changes being posted on our website. It is recommended to review this policy periodically.