George Robertson, CFP, CRPS, AIF

GWR Financial Privacy Policy


We understand the importance placed on privacy on the internet. For this reason, we have developed and maintain the following provisions to safeguard your personal information.

Information We Collect

In order to be able to respond with the results of the evaluation and to be sure that sensitive information is not given to the wrong person, we ask for several personal details of the person completing the questionnaire, including first name, last name, company, title, phone number, and email address.

How We Use Information We Collect

Personal Information you supply will be used only as a means to follow up with you with the results of your evaluation.

Sharing Personal Information

Simply put, George Robertson and GWR Financial will in no way and under no circumstances share with any third party any information supplied through the use of this form unless required by a regulatory body.


All personal information is kept on an encrypted, secure network and is accessible only by qualified personnel of GWR Financial.