Personal Information Protection Notice
At Infinity Capital Management Corporation and Portfolio Strategies Corporation we are committed to protecting the privacy of all client personal information that we collect and maintain to allow us to do business with you. This notice outlines how we collect, hold, use and disclose your personal information when we conduct business on your behalf. Please read this notice carefully as it is required by the Personal information Protection and Electronic Documents Act (Canada) and similar provincial privacy legislation.

What is personal information?
It is information that would allow a specific individual to be identified. It may include your name, address, and social insurance number, date of birth, account numbers and holdings, as well as the name, address, and social insurance number of your spouse, partner, and beneficiary. If you have a systematic withdrawal plan or pre-authorized payment plan in place your bank account numbers would constitute additional personal information about you.

When is personal information collected?
It is collected when you open an investment or insurance account with Infinity Capital Management Corporation and Portfolio Strategies Corporation, provide instructions to Infinity Capital Management Corporation and Portfolio Strategies Corporation and its investment or insurance suppliers about an existing investment or insurance account, apply for and investment loan, or request information about the investment or insurance that you have made with us.

Where is personal information stored?
Your personal information is processed and stored in paper format in secure client files at our head office and branch offices. It is also held in our back office database system where access is strictly controlled by a logon and password system.

Why is personal information collected, held, used and disclosed?
To identify you and ensure the accuracy of personal information kept in your client file.

To open new account or to administer an existing one, (such as maintaining, recording and storing investment and insurance account holdings, or listing transaction summaries and confirmations in your client file or our database);

To provide you with investment account statements, income tax receipts, transaction confirmations, prospectuses and other financial statements for investment and insurance that you own, and proxy mailings for unit holder meetings regarding your investments processed and held by us;

To execute transactions or to make additional purchases in exiting investment accounts;

To verify information given to us by you with other firms, as required, to allow Infinity Capital Management Corporation and Portfolio Strategies Corporation to properly service your account going forward.

To meet legal, income tax act, and regulatory requirements such as: the prevention of money laundering activities the freezing of investment account operated by known terrorists organizations, the enforcement of court ordered settlements(including alimony, child support, and wage garnishes), surveillance of trading –related activity, trade desk review and other regulatory audits, investigations of potential regulatory and statutory violations, and information-sharing with securities regulatory authorities, regulated marketplaces, other self-regulatory organizations and law enforcement agencies in any jurisdiction in connection with any of the foregoing.

Who has access to personal information?
Infinity Capital Management Corporation and Portfolio Strategies Corporation agents and their administration staff may have access to personal information held in a client file or database provided they have a specific need to know this information for the administration of an account. Infinity Capital Management Corporation and Portfolio Strategies Corporation dose not give, rent, or sell any client information to any organization or individual unless required by law.

Can clients access their personal information and rectify any inaccurate information?
Clients may make a written request to access personal information contained in their client file at any time. Clients may verify their personal information and correct any inaccurate information in writing.

Do clients have to provide their Social Insurance Number?
Infinity Capital Management Corporation and Portfolio Strategies Corporation cannot open investment accounts for individuals without a social insurance number. Canada Customs and Revenue Agency requires us to use your social insurance number when submitting tax reports to them.

Who should be contacted about Personal Information Protection Matters?
You may contact the Privacy Compliance Officer at: Portfolio Strategies Corporation, 1850 14th Street SW Calgary, Alberta T2T 3S9.