Your trust matters. This policy explains how Legacy Transfer and Nad Khoja handle your personal information when you contact us about life insurance and legacy planning in Ontario.
Legacy Transfer is the practice of Nad Khoja, a licensed life and health insurance advisor serving families and individuals across Ontario. This Privacy Policy explains what information we collect when you contact us, how we use it, and the choices you have. For questions about this policy, call (647) 724-1315.
When you reach out to us, we may collect the information you choose to share, such as your name, phone number, email address, and details about your family, finances, or insurance needs that you raise during our conversation. If you leave a voicemail or send a message, we keep that information too. We also collect basic technical information such as the pages you visit on this website, but we do not use intrusive tracking.
We use your information to respond to your enquiry, to understand what you are trying to do for your family, to prepare for and conduct our conversation, and, if you choose to move forward, to help place insurance coverage with one of Canada's leading insurers. We may also use it to follow up with you about our conversation, but only if you have asked us to or if it is relevant to what you raised with us.
We do not sell your personal information. To do our work, we may share the details needed to place a policy with the insurer you choose, and we may work with service providers who help us run our practice (for example, a phone or email provider). Each of these is only given what is necessary to do their part, and they are expected to keep it confidential.
We take reasonable steps to protect your personal information against loss, theft, and unauthorized access. We keep records of our conversations only as long as they are needed to serve you and to meet our professional and regulatory obligations as an Ontario-licensed insurance advisor.
You can ask us what information we hold about you, ask us to correct it, or ask us not to contact you. You can also choose not to share certain details during our conversation, though some information is needed before coverage can be placed. To make any of these requests, call (647) 724-1315.
Nad Khoja is a licensed life and health insurance advisor in the province of Ontario. As a broker, he is not tied to one company and can place coverage with several of Canada's leading insurers. Information on this website is for general information only and is not individual insurance, legal, tax, investment, or financial advice.
We may update this Privacy Policy from time to time. The date below shows when it was last reviewed. If we make a material change, we will update the date and, where appropriate, let you know.
Last reviewed: September 2026. © 2026 Legacy Transfer. All rights reserved.
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