Privacy Policy

Overview

Wealth Bridge Financial Services Inc. ("Wealth Bridge", "we", "us") is committed to protecting the privacy of the individuals and families we work with. This policy explains what personal information we collect, how we use it, and the choices you have. It is intended to comply with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable Canadian privacy law.

Information we collect

We collect information you provide directly, such as your name, contact details, and the details you share when you request a meeting or correspond with us. With your consent, and only where needed to deliver our services, we may also collect financial, corporate, and estate information relevant to your plan.

We collect limited technical information automatically when you visit our website, such as general usage and device data, to keep the site secure and improve it.

How we use your information

We use your information to respond to your enquiries, to provide and coordinate our planning services, to communicate with you, and to meet our legal and regulatory obligations. We do not sell your personal information.

Sharing and coordination

Coordination is central to what we do. Where your plan requires it, and with your authorization, we share relevant information with the professional advisors involved in your plan, such as your accountant or lawyer. We require any service providers who handle information on our behalf to protect it to a comparable standard.

How we protect it

We maintain administrative, technical, and physical safeguards designed to protect your information against loss, theft, and unauthorized access. We retain personal information only for as long as necessary to fulfil the purposes described here or as required by law.

Your choices and rights

You may request access to the personal information we hold about you, ask us to correct it, or withdraw your consent to certain uses, subject to legal and contractual limits. Marketing emails include an unsubscribe option, consistent with Canada’s Anti-Spam Legislation (CASL).

Contact us

For any privacy question or request, please reach out through our contact page and our team will respond. This policy may be updated from time to time; the current version is always the one posted here.