Privacy Policy

Stacey Muirhead Capital Management Ltd. (“SMCM”, “we”, “us” or “our”) is committed to protecting our Client’s privacy and the confidentiality of our Client’s personal information. The following Privacy Policy outlines how we handle personal information, including on our website at By accessing our services and/or our website, you agree to the terms outlined in this Policy.

What Type of Information We Collect and How We Collect Information

When you open an account with SMCM and/or when you complete our documents, you are asked to provide personal information, such as your name, address, email address, tax identification numbers (for example, social insurance number), government-issued identifiers (for example, driver’s license), employment/occupation details, and some general financial information. Personal information collected will be kept on file in accordance with this Policy, security regulations and the laws of Ontario, Canada.

When using our website SMCM may collect certain non-personal information about the use of our website, such as the pages that were accessed, in order to determine and improve the information we provide through our website. The SMCM website may also use “cookies” to enhance the user’s experience with our website. A “cookie” is standard technology that installs a small amount of information on the user’s computer to recognize future visits to our website.

What We Do with the Information We Collect and Who We Share Your Information With

SMCM uses information collected to internally communicate with you and in the normal process of providing our services to you. This information may be disclosed externally to or be accessible by security regulators, financial custodians, tax authorities, professional advisors, such as our financial auditors and legal counsel, our service providers who assist in the operation of our business, affiliates, and other entities required by law. SMCM does not sell our client list or disclose your personal information to any third parties for the purpose of marketing products or services to you.

Security Measures

SMCM has implemented and continues to improve security measures to safeguard and protect personal information against loss, theft, and unauthorized access. SMCM will maintain appropriate safeguards for the types of documents, including electronic or paper records. Safeguards include limiting access and technology measures, including passwords, encryption, etc.

Website Links

For information and resource purposes, SMCM may provide references or links to third party websites by direct emails or on our website. SMCM does not endorse these third party websites, nor does it have responsibility, liability or control over these third party websites. We encourage you to read the privacy policies of those third party websites to understand how they collect, use and disclose your personal information prior to accessing the websites.


For Clients of SMCM, we will obtain your consent to collect personal information as part of our account opening documents. By using our website and/or using our services, you acknowledge that you have read and understood this Policy.

How You Can Access Your Information

Clients have a right of access to their personal information kept by SMCM and the right to amend and rectify any inaccuracies in their personal information held by us by making a request to SMCM in writing. More information concerning our policies and procedures concerning the use and protection of the Client personal information is available from us.

Changes to our Privacy Policy

We may update this Policy to reflect changes to our operations. Any updates will be posted on our website, and your continued use of our services and/or website constitutes acceptance of the updated policy.


Should a Client have any questions regarding the personal information SMCM maintains on file and/or how SMCM manages this information, please contact us at the following address:

Privacy Officer
Stacey Muirhead Capital Management Ltd.
20 Erb Street West, Suite 1200
N2L 1T2

Please note, we recommend any personal matters should be discussed directly with us over telephone or in writing.