Privacy Policy
Thank you for choosing Wealthifyme.ca. This Privacy Policy outlines how we collect, use, and protect your personal information when you use our services, which encompass a wide range of financial planning and investment advisory services including but not limited to Investments, Retirement Planning, Children Planning, Insurance, Tax Planning, and Your Legacy services.
1. Introduction
At Wealthifyme.ca, we understand the importance of privacy and are committed to protecting the confidentiality and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you interact with our website, mobile applications, products, and services. By using our services, you consent to the collection and use of your information as described in this Privacy Policy.
2. Information We Collect
When you engage with Wealthifyme.ca services, we may collect various types of information, including:
Personal Information: This may include your name, email address, phone number, postal address, date of birth, social security number, and other identifying information you provide to us.
Financial Information: We may collect data regarding your financial situation, investment goals, risk tolerance, income, expenses, assets, liabilities, investment preferences, and other relevant financial information necessary for delivering our services.
Usage Information: We may gather information about your interactions with our website, mobile applications, products, and services, such as pages visited, links clicked, session duration, and other actions taken.
Device Information: We may collect information about the device you use to access our services, including IP address, browser type, operating system, device identifiers, and mobile network information.
Location Information: With your consent, we may collect information about your location using various technologies, such as GPS or IP address, to provide location-based services or customize your experience.
3. How We Use Your Information
We utilize the information we collect for various purposes, including:
Providing and Improving Services: We use your information to provide our services to you, personalize your experience, tailor recommendations, analyze trends, and improve the quality of our offerings.
Communication: We may use your contact information to communicate with you about our services, updates, promotions, surveys, events, and other relevant information.
Marketing and Advertising: With your consent, we may use your information to deliver targeted advertisements, promotions, and offers that may be of interest to you based on your demographics, preferences, and behavior.
Compliance: We may use your information to comply with legal obligations, regulations, industry standards, and contractual requirements, as well as to detect and prevent fraud, unauthorized transactions, and abuse of our services.
4. Information Sharing
We may share your information with third parties for the following purposes:
Service Providers: We may share your information with third-party service providers who assist us in delivering our services, such as financial institutions, insurance providers, investment advisors, technology vendors, marketing agencies, and customer support providers.
Business Partners: With your consent, we may share your information with trusted business partners to offer co-branded or jointly marketed products or services, as well as to facilitate integrations with third-party platforms or applications.
Legal Compliance: We may disclose your information when required by law, subpoena, court order, government request, or legal process, as well as to protect our rights, property, or safety, or that of others.
5. Your Choices
You have the following choices regarding your information:
Consent: By using our services, you consent to the collection, use, and disclosure of your information as described in this Privacy Policy.
Opt-Out: You may opt-out of receiving promotional communications from us by following the instructions provided in the communication or by contacting us directly. Please note that even if you opt-out, you may still receive transactional or service-related communications.
Access and Update: You may access, review, correct, update, or delete your personal information by logging into your account or contacting us using the information provided below. We will make reasonable efforts to accommodate your request, subject to legal and contractual obligations.
Location Services: You can control or disable location services through your device settings or browser preferences. However, please note that certain features or functionalities of our services may be limited or unavailable if you disable location services.
6. Data Retention
We will retain your information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. We may also retain and use your information as necessary to comply with our legal obligations, resolve disputes, enforce our agreements, and protect our rights.
7. Security
We employ reasonable physical, technical, and administrative safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee the absolute security of your information.
8. Children’s Privacy
Our services are not directed to children under the age of 13, and we do not knowingly collect personal information from children under the age of 13. If you believe that we have inadvertently collected information from a child under 13, please contact us immediately, and we will take reasonable steps to remove such information from our systems.
9. International Transfers
Your information may be transferred to, processed, and stored in countries other than your own, where data protection and privacy laws may not offer the same level of protection as in your jurisdiction. By using our services, you consent to such transfers and processing of your information.
10. Changes to this Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or industry standards. We will notify you of any material changes by posting the updated Privacy Policy on our website or through other means of communication. Your continued use of our services after the effective date of the revised Privacy Policy constitutes your acceptance of the changes.
Wealthifyme.ca [Address] [Email Address] [Phone Number]
11. Contact Us
If you have any questions, concerns, or complaints about this Privacy Policy or our privacy practices, or if you would like to exercise your rights regarding your information, please contact us at:
Wealthifyme.ca
[Email – info@wealthifyme.ca]
[Phone Number – +1 647-212-1043]
