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Privacy Policy

● You agree we will retain your personal information for safe keeping in accordance with the Real Estate Act of Alberta, the Personal Information Protection Act (PIPA) and the Personal Information Protection and Electronic Documents Act (PIPEDA), whether or not your financing is approved or funded.

We will not:

○ Give out any of your confidential information without your consent, unless required by law.

○ Use confidential information we receive from you or that we get from performing under this agreement for any other purpose than those in this agreement unless you agree in writing.


The mortgage brokerage and it’s representative’s role and obligations to the borrower and the lender will vary depending on the nature of the service relationship between the mortgage brokerage and the lender or borrower. This is not intended to be an all-inclusive list but in general terms the following document describes the mortgage brokerage’s role and resulting obligations to you.



The brokerage and I will act as an INTERMEDIARY between the borrower and lender(s) who have authorized us to offer their mortgage products to borrowers. Our duties to you, the borrower, include the following:

● Be honest;

● Exercise reasonable care and skill;

● Gather your intended property and financial information to determine the lending options available to you;

● Disclose and explain appropriate options for your consideration, complete and submit documentation to the lender; and

● Keep you informed of the progress of your application.


Our duties to the lender are:

● Be honest;

● Exercise reasonable care and skill;

● Complete and submit documentation to the lender;

● Disclose what steps were taken to verify information and documentation as part of the application process; and

● Keep the lender informed of the progress of the application.


Your responsibilities:

● Communicate and cooperate with us;

● Be honest;

● Give us personal and financial information and keep us updated on any changes. Personal and confidential information:

● You give your consent to us to collect, maintain, use, and disclose your personal information for the purpose of this Agreement and for all uses consistent with arranging and/or renewing loans, mortgages or other financing.

● You agree we will collect your personal information from any person or source that has personal information about you. You authorize them to release your personal information to us.

● You agree we can provide your personal information and financing application to each potential lender, insurer, insurance agent/broker or service provider, and they may receive this information and maintain records relating to you, including your Social Insurance Number if you provide it.

● You agree, each potential lender, and we can verify any information from any source for the purposes of this agreement and arranging and/or renewing loans, mortgages or other financing.

● Our duty to keep your information confidential continues after this agreement ends.

● You understand the use of the information is to determine your credit eligibility.

● You agree that your personal information may be retained by both Axiom and the Mortgage Broker/Associate if the agent leaves, unless you expressly indicate the termination of the relationship and choose to opt out of the Mortgage Broker/Associate retaining your records

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