Privacy Policy
Our Commitment to Your Privacy
At WealthSmart Inc., your privacy is important to us. We are committed to protecting the personal information you share with us and handling it responsibly and transparently. As a company based in British Columbia, we follow the Personal Information Protection Act (PIPA) and, where applicable, the federal Personal Information Protection and Electronic Documents Act (PIPEDA). These laws set out how we collect, use, disclose, and protect your personal information.
What Information We Collect
To provide you with financial planning, investment management, and related services, we may collect personal information such as:
- Your contact details (name, address, phone number, email)
- Financial information (income, net worth, investment holdings, objectives)
- Banking and payment details
- Government-issued identification, including your Social Insurance Number (SIN)
- Other relevant details necessary to manage your accounts and deliver our services
We collect this information directly from you, and occasionally from third parties when you have provided consent or where permitted by law.
How We Use Your Information
We use your personal information to:
- Establish and maintain your client relationship with us
- Provide and manage financial planning and investment services
- Meet legal, regulatory, and compliance requirements
- Communicate with you about your accounts, transactions, and services
- Improve our offerings and enhance your client experience
When We Share Your Information
We may share your personal information with trusted third parties in order to deliver our services and meet regulatory obligations. These parties may include:
- Financial institutions, insurance companies, and mutual fund companies in which you invest
- Self-regulatory organizations (SROs), securities regulators, and law enforcement agencies
- Service providers who assist us with operations such as data processing, document storage, or compliance support
All third parties are required to protect your information and use it only for the purposes for which it was shared.
We do not sell, trade, or rent your personal information to anyone for marketing or other unrelated purposes.
Your Consent
By opening and maintaining an account with WealthSmart Inc., you consent to the collection, use, and disclosure of your personal information as described in this policy. If you choose to withdraw your consent, we may no longer be able to provide certain products or services.
Accessing and Updating Your Information
You have the right to access the personal information we hold about you and to request corrections if it is inaccurate or incomplete. To do so, please contact us directly. We will respond in accordance with applicable privacy legislation.
How We Protect Your Information
We use a combination of physical, organizational, and technological safeguards to protect your personal information from loss, theft, unauthorized access, disclosure, copying, use, or modification.
Contact Us
If you have any questions about this Privacy Policy, how we handle your information, or if you would like to access or update your personal details, please contact us: