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Disclosures

Information on this Website is believed to be accurate and reliable at the time of posting. However, the information contained in this site is subject to modification and update from time to time without notice. Beutel, Goodman & Company Ltd. (“Beutel Goodman”) does not guarantee the accuracy, currency or completeness of the information on the site.

Information on this site is for informational purposes only and is not intended to provide financial, investment, legal, accounting, tax or other advice and should not be relied upon in that regard.

This Website may provide links to other websites, or references or acknowledgements of another person or entity, which are independent of Beutel Goodman and are not, and shall not be construed as, an endorsement by Beutel Goodman of such persons, websites, products or services. Other websites may provide access to this Website. Any such direction to this Website is not, and shall not be construed as, an endorsement by Beutel Goodman of such party’s website, products or services.

None of Beutel Goodman, any of its affiliates, any officer, director or employee thereof, or any other person associated with the creation and upkeep of this Website or its contents shall be or responsible to any person for any harm, loss or damage that may arise in connection with use of the Website.

Trade-marks and Copyrights

All information on this Website is protected under applicable copyright laws. Users of this Website may copy and use information for their own personal use but may not use, copy, reproduce or distribute any such information in any other manner for any other purpose without the prior written consent of Beutel Goodman.

BG Beutel Goodman and the BG Beutel Goodman design are trademarks of Beutel Goodman.

Mutual Funds

The Beutel Goodman Managed Funds are sold by prospectus. The Simplified Prospectus of the Funds contains important information that you should read carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. With respect to the Beutel Goodman Money Market Fund, there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the funds will be returned to you. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Non-Canadian Investors

This website is not an offer or solicitation to buy or sell securities to any person in a jurisdiction where such an offer or solicitation is not authorized or is unlawful. Securities of the Funds will only be sold to a person outside of Canada if permitted under the applicable laws of their jurisdiction.

A Culture of Compliance

The underlying success of our business is directly related to the adherence to our own ethical foundation. We are cognizant of the ever changing regulatory environment and continuously evolve our compliance process to stay abreast of developments.

  • We are committed to implementing and maintaining stringent compliance processes and procedures in accordance with the highest industry standards and requirements, including CFA Institute standards.
  • We strive to take full advantage of technology and systems designed to promote operational best practices and minimize compliance risks.
  • Our firm maintains relations with appropriate professional and regulatory bodies and communicates changes relating to applicable legislation to all staff. We believe that ongoing compliance training is critical to the integrity of our business.

Privacy Standards

We adhere to the requirements of privacy legislation and have policies and best practices relating to the protection and management of personal information.

  • We are committed to respecting and protecting the privacy and confidentiality of our clients' personal information. We want you to know, in plain terms, why we ask for your personal information, how we use your personal information in establishing and maintaining your relationship with us, how we keep your personal information confidential, and how you can inquire about the personal information we hold about you.

    This Code applies to the operations of Beutel, Goodman & Company Ltd. and its affiliates and to all of the services and products Beutel Goodman provides to its clients. Reference throughout this Code to "we", "our" and "us" means Beutel, Goodman & Company Ltd.

    Employee Responsibilities

    Each of our employees is responsible for maintaining the confidentiality of all personal information to which they have access. As a condition of employment, our employees are required to sign an agreement binding them to this responsibility.

    We keep our employees informed about our policies and procedures for protecting personal information and we reinforce the importance of complying with them.

    Beutel Goodman has designated the Chief Compliance Officer as Privacy Officer. Requests for information or complaints should be directed to the Compliance Department

    What Is Personal Information

    The term "personal information" refers to information that specifically identifies you as an individual. It includes information that you provide or that we collect from other sources with your permission. For example: your name, address, age, gender, personal financial records, identification numbers including your social insurance number, personal references, and employment records. It does not include a name, title, business address, business phone number or business email which is publicly available.

    Why We Ask For Your Personal Information

    We want to work with you to help you achieve your financial goals, to provide you with value-added services and to establish a lasting financial relationship with you that will grow and change as your financial needs evolve.

    The better we know you, the better we are able to serve you.  We will only collect your personal information to perform our duties with respect to our services for you. Personal information is required for the following purposes:

    • to verify your identity and protect against fraud,
    • to understand your financial service requirements,
    • to determine the suitability of products and services for you,
    • to offer you products and services that may be of interest to you,
    • to set up and manage products and services you have requested, and
    • to comply with all laws and securities regulations.

    For example, in the case of discretionary investment management accounts, we ask for detailed personal information to ensure that the investment products you are invested in are appropriate for you and suitable for your circumstances. Some of the information we will ask for and use, either at the time of account opening or on an updated basis, is also required to satisfy the legal or regulatory requirements of federal and provincial governments and/or other regulatory authorities.

    In general, you can choose not to provide us with some or all of your personal information. However if you make this choice, we may not be able to provide you with the product, service, or information that you requested or that was offered to you, or is typically offered to clients.

    Obtaining, Verifying and Accessing Your Personal Information

    We obtain personal information about you primarily from you. We may also obtain financially-related information from other sources with your consent.

    If you want to review or verify your personal information, or find out to whom we have disclosed it as permitted by this Code, you can ask at our office address below. At that time, we will need specific information from you to enable us to search for, and provide you with, the personal information we hold about you.

    If we are unable to provide you with access to your personal information, we will always explain the reason why.

    Keeping Your Personal Information Accurate

    We are committed to maintaining the accuracy of your personal information for as long as it is being used for the purposes set out in this Code, and provided that you keep us up-to-date. Prompt notification of any changes, such as your address or telephone number, will help us provide you with the best possible service. Should you discover, upon review of your personal information, that amendments are required, please advise us. We will make our best efforts to advise others of any important amendments to your personal information that we may have released to them.

    If we do not agree to make the amendments that you request, you may challenge our decision. We will make a record of this challenge and, if necessary, disclose the challenge to third parties who also possess that personal information.

    Releasing Your Personal Information

    Beutel Goodman does not sell your personal information to third parties nor will we disclose your personal information to third parties other than in the following circumstances or for the following purposes:

    • in connection with normal business operations to open, maintain, administer, or service your account. This includes the mailing of materials and the scanning of account documentation into customer databases, the provision of customer service (including services rendered by third party agents or affiliates), the provision of back office administrative services (including clearance and settlement services, the mailing of account statements and reviews, and record-keeping services), for audit or statistical purposes;
    • to inform entities within the Beutel Goodman group of affiliated companies, in order to offer and provide you a wider range of services and better service your customer service expectations, to ensure that any updated contact information you provide is processed efficiently, and to engage in surveillance, compliance, and reporting activities required by applicable law;
    • to advise legal counsel for the purpose of obtaining legal advice;
    • where we are required or permitted to do so by law, including to any law enforcement agency, securities regulatory authority or self-regulatory organization;
    • in connection with offers made to Beutel Goodman customers or prospective customers, or other promotional activities or service offerings engaged in by Beutel Goodman where (A) third party product or service providers assist Beutel Goodman or otherwise participate in fulfillment of the offer or provision of the service; (B) Beutel Goodman has contracted with a third party for the fulfillment of the offer or provision of the service or otherwise has an ongoing business relationship with such third party; (C) fulfillment of the offer or provision of the service requires disclosure of certain limited personal information for fulfillment purposes only to such third party; (D) the disclosed personal information is to be used for fulfillment purposes only and the third party agrees not to disclose the personal information to others, or (E) in an aggregated form for the purpose of analyzing statistics and metrics about Beutel Goodman’s business and operations.

    By opening or maintaining an account with Beutel Goodman or using our services, you have consented to the disclosure of your personal information to a third party in the circumstances or for the purposes described above.

    Keeping Your Personal Information Confidential

    Personal information is protected at Beutel Goodman by safeguards to protect against loss or theft, unauthorized access, disclosure, copying, use or modification. Safeguards include physical protection (such as locked cabinets and restricted access to offices), organizational measures (such as security clearances) and technological measures (such as passwords and encryption).

    In circumstances where we use third parties to provide services to you on our behalf, such as administrative functions or trade processing, we provide only the information needed to perform those services. We have contracts in place holding these companies to the same high standards of confidentiality by which we are governed and require that any information provided by us must be kept strictly confidential and used only for the purposes of the contract.

    We have strict procedures in place when destroying, deleting, or disposing of personal information when it is no longer required for the purposes set out in this Code, or by law.

    Retention of Your Personal Information

    We retain your personal information for as long as required to meet the purposes set out in this Code. The length of time we retain your personal information depends on:

    • the type of product or service provided
    • legal and/or regulatory requirements.

    For example, we must be able to respond to any concerns you may have, even if you are no longer a client. We have retention policies in place that govern the destruction of personal information.

    Notification of Breach in Safeguarding Your Personal Information

    We will notify you, the federal privacy commissioner and, in some cases, counterparties, regulators or others, if required by law or if we believe that a breach in safeguarding your personal information has occurred that creates a real risk of significant harm to you.

    Your Opinion

    You can choose not to provide us with some or all of your personal information. You can also withdraw your consent to our use of your personal information, as long as:

    • you give us at least sixty (60) days written notice;
    • there are no legal requirements for the use of your personal information; and
    • we can continue to fulfill our contractual obligations to you.

    If you would prefer not to receive offers of other Beutel Goodman products and services that may be of interest to you, you can have your name deleted from these client lists.

    Please direct questions, requests or complaints in writing to the attention of:

    Compliance
    Beutel, Goodman & Company Ltd.
    20 Eglinton Avenue West, Suite 2000
    P.O. Box 2005
    Toronto, OntarioM4R 1K8
    compliance@beutelgoodman.com

    Beutel Goodman reserves the right to update this privacy code at any time.

  • Securities legislation in Canada requires Beutel, Goodman & Company Ltd. (“Beutel Goodman”) to make certain disclosures regarding conflicts of interest. This statement is to inform you of the nature and extent of conflicts of interest that might be expected to arise between Beutel Goodman and its clients.

    It is important for you to be informed about how we identify and respond to conflicts of interest in order to minimize their impact. We consider a conflict of interest to be any situation where the interests of a client and those of Beutel Goodman are inconsistent.

    Beutel Goodman takes reasonable steps to identify all existing material conflicts of interest and those that we would reasonably expect to arise. Beutel Goodman determines the level of risk for each conflict. The firm avoids situations that would result in a serious conflict of interest that would be too high a risk for clients or market integrity. In other circumstances involving a conflict of interest, Beutel Goodman takes the appropriate steps to control the conflict of interest.

    Beutel Goodman, whose office is located in Toronto, Ontario, is a portfolio manager in the business of providing discretionary investment advisory services to its clients across Canada, and is also an investment fund manager, managing the assets of a group of proprietary pooled investment funds (“BG Pooled Funds”). In addition, Beutel Goodman as mutual fund dealer and investment fund manager, manages the Beutel Goodman Managed Funds, a group of prospectus-qualified mutual funds (“BG Managed Funds”). The BG Pooled Funds and BG Managed Funds are collectively referred to as the “BG Funds”.

    Each of the BG Managed Funds has an Independent Review Committee (“IRC”) for each of these funds. The IRC reviews and advises on the BG Managed Funds’ conflict of interest matters. Beutel Goodman has policies and procedures to identify and control actual or potential conflicts of interest matters related to these funds. 

    The situations in which Beutel Goodman could be in a conflict of interest, and the way in which Beutel Goodman intends to respond to such conflicts, are described below.

    Related Registrants – Affiliated Managers Group, Inc. (Massachusetts, USA) (“AMG”), through its indirect ownership in AMG Canada Corp. (Toronto, Ontario) and First Asset Capital Management III Inc. (Toronto, Ontario), a Canadian based financial services holding company, holds a minority 49% position in Beutel Goodman.

    AMG is also the principal shareholder of certain dealers and advisers (“AMG Affiliates”). As a result of the AMG ownership interests, these AMG Affiliates are viewed as ‘related registrants’ to Beutel Goodman, registered with securities regulatory authorities in Canadian jurisdictions or in the United States. Except as described in this document, Beutel Goodman does not have any business dealings with AMG Affiliates and does not conduct any joint operations with them. These AMG Affiliates do not formulate advice for the firm’s clients and do not, in the firm’s view, present any potential conflict of interest with the firm’s clients. Listed below are the AMG Affiliates:

    1. Deans Knight Capital Management Ltd.
    2. Foyston, Gordon & Payne Inc.
    3. Montrusco Bolton Investments Inc.
    4. River Road Asset Management, LLC
    5. AQR Capital Management, LLC

    The potential for conflict of interest is further minimized by the fact that, although AMG holds an ownership interest in each of them, the AMG Affiliates operate as discrete businesses with separate management and separate, individually constituted, boards of directors or equivalent. If Beutel Goodman determines that it is appropriate to engage an AMG Affiliate for a client, or to have the client invest in financial products offered by an AMG Affiliate, Beutel Goodman will notify the client of the relationship in advance and where applicable, obtain the client’s prior written consent. If the engagement or investment is for the BG Managed Funds, Beutel Goodman will obtain the approval of the IRC before such engagement or investment.

    Representatives of AMG and AMG Affiliates may from time to time act as directors of Beutel Goodman and may also be directors of AMG Affiliates. All AMG Affiliates have adopted policies and procedures that minimize the potential for conflicts of interest resulting from relationships of directors and the AMG Affiliates.

    It is Beutel Goodman’s policy to ensure that the engagement of AMG Affiliates on behalf of Beutel Goodman’s clients would only be done when it has been determined that such AMG Affiliate is an appropriate selection in the circumstances.

    Investments in Related or Connected Issuers – As manager of investment funds, Beutel Goodman is connected to its own proprietary investment funds, the BG Funds. It is also related or connected to certain issuers who, in turn, are related or connected to AMG by virtue of AMG’s ownership interest in, or relationship with, these issuers (“AMG Issuers”). A related issuer means a person or company that influences or is influenced by, another person or company through ownership, or direction and control over, voting securities. A person or company is connected to another person or company if, due to its relationships with such person or company, a prospective purchaser of securities of the person or company might question the other person or company’s independence from the first person or company.

    Beutel Goodman (including the BG Funds) does not invest assets of its clients in AMG or AMG Issuers. If Beutel Goodman does intend to invest in these connected or related issuers for its clients, before trading, or advising their clients, it will inform them of the relevant relationships and connections with the issuer of the securities and where applicable, obtain the client’s prior written consent. Furthermore, if the investment is proposed for one or more of the BG Managed Funds, Beutel Goodman will obtain the written approval of the IRC prior to making the investment. Listed below is the list of the AMG Issuers:

    1. Affiliated Managers Group, Inc.
    2. AQR group of mutual funds
    3. Aston group of mutual funds
    4. Deans Knight Capital group of pooled funds
    5. Foyston, Gordon & Payne group of pooled funds
    6. Harding Loevner group of mutual funds
    7. AMG Funds group of mutual funds
    8. Montrusco Bolton Focus (Canadian) Global Fund Ltd.
    9. Montrusco Bolton group of pooled funds
    10. Third Avenue group of mutual funds
    11. Tweedy, Browne group of mutual funds

    Services of Related Parties – Beutel Goodman is party to a client servicing and marketing agreement with one or more subsidiaries of AMG under which the AMG subsidiaries may market certain of Beutel Goodman’s investment strategies to wholesale clients and provide client services to Beutel Goodman’s clients in various foreign jurisdictions. Beutel Goodman pays the AMG subsidiaries a fee for these services.

    Referral Arrangements – Beutel Goodman has in place referral arrangements whereby the referrer refers clients to Beutel Goodman for a fee. Details of the referral arrangement, including the fee paid by Beutel Goodman to the referrer, are disclosed to the clients being referred.

    Conflicts of Interest Relating to Beutel Goodman Personnel/Personal Trading – Beutel Goodman’s personnel may find themselves in situations where their personal interests are in conflict with those of a client.

    Beutel Goodman’s Code of Ethics and related policies and procedures establish basic principles for employee conduct which, among other things, prohibit an employee from:

    • Using confidential information acquired in connection with his or her duties
    • Accepting gifts, entertainment and compensation that would influence decisions to be taken in the course of performing his or her duties
    • Engaging in activities that could interfere or conflict with his or her duties.

    Beutel Goodman does not allow any of its personnel to engage in activities outside the scope of their duties, including serving as a director of a company or other entity, without first ensuring that such activities do not compromise the interests of Beutel Goodman’s clients.

    When Beutel Goodman staff invest in the same securities as Beutel Goodman, including its funds, there is a perceived or potential conflict of interest that the staff person may benefit from opportunities at the expense of Beutel Goodman’s clients or its funds. Beutel Goodman has a Code of Ethics that sets out standards for business conduct so as to prevent conflicts of interest and has established personal trading policies and procedures to monitor personal trades of employees, officers and directors who have access to information about client portfolios and the BG Funds. Every BG employee is considered an Access Person and must obtain prior written approval for trades in securities in personal accounts and accounts over which they have a beneficial interest or control. Blackout periods are applied. Personal trading records are reviewed against brokerage statements and trading approvals on a quarterly basis.

    Best Execution and Soft Dollars – When placing orders for and on behalf of clients’ accounts, Beutel Goodman will select those brokers and dealers from whom they reasonably can expect to obtain the best execution (after considering all transaction costs and research or other benefits). Beutel Goodman may receive soft dollars in connection with trades in securities on behalf of clients and BG Funds. Soft dollars create a perceived or potential conflict of interest to the extent that Beutel Goodman may use soft dollars for services that benefit Beutel Goodman but not necessarily all or any of their clients or BG Funds.  Beutel Goodman complies with Canadian and U.S. regulatory requirements for soft dollar practices. Copies of the best execution and soft dollar policies of Beutel Goodman are available on request.

    Fair Allocation Amongst Clients – Beutel Goodman is appointed to act as an advisor to many clients. It may aggregate orders for a number of client accounts for the purchase of a particular security.  Unfair allocation of trades by Beutel Goodman is a potential conflict of interest. To avoid any potential conflicts of interest, Beutel Goodman has adopted trading policies designed to ensure fair allocation of securities amongst clients. A copy of Beutel Goodman’s fair allocation policy is provided to new clients before opening an account and thereafter when a significant change to the policy is made. A copy is available on request.

    Fees and Valuation – Beutel Goodman charges its clients fees for its advisory services based on a percentage of the market value of the client’s account. Management fees for the BG Managed Funds are set out in the prospectus of the relevant fund. These fees include a management fee and an administrative fee. Beutel Goodman must obtain the recommendation of the IRC for any increase in these management fees as well as the prior approval of securityholders for any such increase.

    Beutel Goodman is responsible for the valuation of its clients’ assets and for determining the market value of the client’s account. Valuation is a potential conflict of interest because Beutel Goodman’s interest in valuing a security to show good performance for obtaining a good ranking and attracting more investment may conflict with the firm’s fiduciary responsibility to its clients to provide accurate performance calculations for investment-making purposes. Beutel Goodman has appointed a third party service provider to obtain the prices of securities in clients’ accounts and in the BG Funds and the net asset value of the BG Managed Funds. Beutel Goodman has valuation policies and procedures designed to mitigate any potential conflicts of interest.

    Expense Allocation Amongst Funds and in a Fund – All operating expenses of the BG Funds are allocated in an equitable manner. The management fees are charged based on the rates set out in the offering documents for the BG Managed Funds or in your investment management agreement with BG. Operating expenses are allocated generally based on assets of each of the BG Funds. Beutel Goodman has established procedures to fairly allocate expenses across the BG Funds.

    Pricing Errors – Beutel Goodman may have a potential conflict of interest when determining when and how to deal with a pricing error or other type of unitholder account error, due to the time, processing cost and reimbursement of investors involved. Beutel Goodman uses a third party service provider to calculate net asset values of the BG Managed Funds. Beutel Goodman has policies that establish consistent standards for the correction of discrepancies in the calculation of net asset value across the BG Managed Funds and in accordance with industry guidelines.

    Proxy Voting – Beutel Goodman generally has discretion in voting the portfolio securities purchased for clients. A perceived conflict of interest arises because of the opportunity for the firm to vote securities or to agree to certain corporate actions in its own interest. To minimize this potential conflict, Beutel Goodman has contracted with an independent third party to provide proxy voting recommendation and voting record services. Clients may request a copy of the third party’s policies and procedures. Beutel Goodman does not invest in securities of issuers in order to exercise control over, or participate in, the management of issuers. An individual proxy voting report is sent to all institutional clients as part of the client quarterly report. A record of the proxy voting for the BG Managed Funds is available at beutelgoodman.com.

    Other Conflicts of Interest – From time to time, other conflicts of interest may arise. Beutel Goodman will continue to take appropriate measures to identify and respond to such situations fairly and reasonably and in the best interests of its clients.

    Accessibility

    Beutel, Goodman & Company Ltd. strives at all times to provide high-quality services holding true to the principles of dignity, independence, integration and quality of opportunity as set out in the Accessibility for Ontarians with Disabilities Act, 2005.

  • This accessibility plan for 2014 – 2021 outlines the policies and actions that Beutel, Goodman & Company Ltd. will put in place to improve opportunities for people with disabilities.

    Statement of Commitment

    Beutel, Goodman & Company Ltd. is committed to treating all people in a way that allows them to maintain their dignity and independence. We believe in integration and equal opportunity.

    We are committed to meeting the needs of people with disabilities in a timely manner. We will do so by preventing and removing barriers to accessibility and meeting accessibility requirements under the Accessibility for Ontarians with Disabilities Act (AODA) and the Integrated Accessibility Standards Regulations (IASR).

    Accessible Emergency Information

    Beutel, Goodman & Company Ltd. is committed to providing the customers and clients with publicly available emergency information in an accessible way upon request. We will also provide employees with disabilities with individualized emergency response information when necessary.

    Training

    Beutel, Goodman & Company Ltd. will provide training to employees on Ontario’s accessibility laws and on the Human Rights Code as it relates to people with disabilities. Training will be provided in a way that best suits the needs of employees. Through ongoing education and awareness, Beutel, Goodman & Company Ltd. will give staff the knowledge and skills they need to meet or exceed compliance requirements outlined in Ontario’s accessible laws by January 1, 2015.

    Information and Communications

    Beutel, Goodman & Company Ltd. is committed to meeting the communication needs of people with disabilities. We will continue to consult with people with disabilities to determine their information and communication needs. Beutel, Goodman & Company Ltd. will ensure all new internet websites and content on those sites conform with WSAG 2.0, Level A by January 1, 2014. Additionally, Beutel, Goodman & Company Ltd. will ensure all internet web sites and content on those sites conform with WCAG 2.0, Level AA by January 1, 2021.

    Feedback

    Beutel, Goodman & Company Ltd will ensure existing processes for receiving and responding to feedback are accessible to people with disabilities by providing or arranging for the provision of accessible formats and communication supports upon request by January 1, 2015.

    Accessible Formats and Communication Supports

    Beutel, Goodman & Company Ltd will ensure that all publicly available information is made accessible upon request by January 1, 2016.

    Employment

    Beutel, Goodman & Company Ltd. is committed to fair and accessible employment practices. We will communicate to the general public and staff that Beutel, Goodman & Company Ltd will accommodate people with disabilities during the recruitment and assessment processes and when people are hired by January 1, 2016. Beutel, Goodman & Company Ltd. will ensure the accessibility needs of employees with disabilities are taken into account in our performance management, career development and workforce adjustment process.

    Built Environment

    Whenever applicable, Beutel Goodman & Company Ltd. will meet the Accessibility Standards for the Design of Public Spaces when making major modifications to public spaces. Beutel, Goodman & Company Ltd. will put procedures in place to prevent service disruptions to the accessible parts of its public spaces. In the event of service disruption, we will notify the public of the service disruption and alternatives available.

    Other Accessibility Barriers

    As Beutel, Goodman & Company Ltd. works through implementing the various activities under this multi-year plan, should barriers be identified that would impact people with disabilities, Beutel, Goodman & Company Ltd. will engage the appropriate parties and work to remove the barriers in a timely manner.

    Questions about this Policy

    This policy exists to achieve service excellence to customers with disabilities in Ontario. For more information please contact:

    Maria Jawornicki
    Manager, Office Services
    tel: 416-932-6430

  • Providing Goods and Services to People with Disabilities

    Beutel, Goodman & Company Ltd. is committed to excellence in serving all customers including people with disabilities.

    Assistive devices

    Beutel, Goodman & Company Ltd. will allow people with disabilities to use their own personal assistive devices such as wheelchair, walkers, personal oxygen tanks, etc. to access our services. We will ensure that our staff is trained to use and are familiar with, various assistive devices that may be used by customers with disabilities while accessing our goods or services.

    Communication

    Beutel, Goodman & Company Ltd. will communicate with people with disabilities in ways that take into account their disability.

    Service animals

    Beutel, Goodman & Company Ltd. welcomes people with disabilities and their service animals. Service animals are allowed on the parts of our premises that are open to the public.

    Support persons

    A person with a disability who is accompanied by a support person will be allowed to have that person accompany them on our premises.

    Notice of temporary disruption

    In the event of a planned or unexpected disruption to services or facilities for customers with/without disabilities, Beutel, Goodman & Company Ltd. will notify customers promptly via its website at www.beutelgoodman.com and by phone announcement at its main number 416 485-1010. This clearly posted notice will include information about the reason for the disruption, its anticipated length of time, and a description of an alternative contact number if necessary.

    A notice will be placed at 20 Eglinton Avenue West, Suite 2000, Toronto, Ontario M4R 1K8.

    Training for staff

    Beutel, Goodman & Company Ltd. will provide training to employees who deal with the public or other third parties on their behalf.

    This training will be provided for new employees in the first 6 months of employment and for existing staff who deals with the public and third parties on their behalf, in the calendar year 2012. Training will include:

    • An overview of the Accessibility for Ontarians with Disabilities Act, 2005 and the requirements of the customer service standard
    • Beutel, Goodman & Company Ltd.’s accessible customer service plan
    • How to interact and communicate with people with various types of disabilities
    • How to interact with people with disabilities who use an assistive device or require the assistance of a service animal or a support person
    • What to do if a person with a disability is having difficulty in accessing Beutel, Goodman & Company Ltd.’s goods and services

    Staff will also be trained when changes are made to the firm’s accessible customer service plan.

    Modifications to this or other policies

    Any policy of Beutel, Goodman & Company Ltd. that does not respect and promote the dignity and independence of people with disabilities will be modified or removed.

    November 15, 2011

    Accessibility Feedback

    Feedback regarding the way Beutel Goodman provides goods and services to people with disabilities can be made by email, in-person or by telephone. All feedback should be directed to the Accessibility Officer. Customers can expect to hear back within 5 business days.

    Phone: (416) 932-6430 / Email: Feedback