Terms and Conditions
Welcome to the website made available through Greatway CRM ("Website"). These Terms and Conditions ("Terms") govern your access to and use of the Website and related services ("Services") provided by Greatway Financial ("Company", "we", "us", or "our"). By accessing or using this Website, you agree to comply with and be legally bound by these Terms.
If you do not agree to these Terms, you must not use this Website.
1. Eligibility
You must be at least the age of majority in your province or territory of residence to use this Website. By using this Website, you represent and warrant that you meet this requirement.
2. Responsible Use of the Website
You agree to use the Website only for lawful purposes and in accordance with these Terms. You must not:
Violate any applicable federal, provincial, or municipal laws or regulations, including but not limited to Canada’s Anti-Spam Legislation (CASL)
Use the Website to upload, distribute, or transmit any malware, spam, or unauthorized advertising;
Attempt to gain unauthorized access to the Website, its servers, or data;
Copy, reproduce, or distribute any content or data from the Website without permission;
Misrepresent your identity or affiliation with any person or organization;
Interfere with the proper working of the Website.
3. Account Security
Certain areas of the Website may require account registration. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.
You agree to notify us immediately of any unauthorized use of your account or any breach of security.
4. Standard message and data rates may apply.
We comply with CASL, PIPEDA, and applicable Canadian regulations regarding consumer privacy and data protection. You can opt-out at any time by replying STOP.
5. Consent and Disclosure
Implied consent applies when the purpose of data collection is obvious, and you voluntarily provide your information — such as when requesting a quote or booking an appointment. We may share your information with insurance carriers, compliance administrators, and licensed partners only to fulfill legal or contractual requirements
6. Data Storage & Security
Greatway CRM may store your information on secure servers located in the United States. All data is encrypted at rest and in transit. In the event of a data breach that poses a real risk of significant harm, we will notify affected individuals and the Privacy Commissioner of Canada as required by law.
7. Data Retention
We retain your information as long as necessary to fulfill service obligations or regulatory requirements. You may withdraw consent at any time, although this may limit our ability to continue providing services, depending on insurance carrier requirements.
8. Access, Accuracy & Corrections
To request access or corrections, please email [email protected]. We will respond within 3 business days.
9. Requests to Withdraw Consent
You may, at any time, submit a request to withdraw consent to the collection, use, disclosure, or storage of you Personal Information.
10. Succession or Transfer
If we leave the industry or sell our book of business, your information may be transferred to a licensed replacement agent under supervision of our compliance partner.
Contact Information
Privacy-related inquiries may be directed to
Jury Chavez
(780) 850 3320
You may also contact our Privacy Officer at Greatway Financial
You may also contact:
Office of the Privacy Commissioner of Canada
30 Victoria Street, Gatineau, QC K1A 1H3
1-800-282-1376
© 2025 Jury Chavez All rights reserved.