At CABA Wealth Partners, your privacy is important to us. This Privacy Policy outlines how we collect, use, protect, and handle your personal information in accordance with applicable privacy laws in Canada, including PIPEDA (Personal Information Protection and Electronic Documents Act).
Information We Collect
We may collect personal information that you voluntarily provide to us, including:
- Name, email address, and phone number
- Information related to your financial goals or interests
- Details submitted through forms, consultations, or communications
- Technical data such as IP address, browser type, and device information
How We Use Your Information
Your information is used to:
- Respond to inquiries and provide requested services
- Schedule consultations and communicate with you
- Provide financial guidance tailored to your needs
- Improve our website, services, and client experience
- Send relevant updates, promotions, or communications (if you opt in)
Consent
By providing your personal information, you consent to its collection and use as described in this policy. You may withdraw your consent at any time, subject to legal or contractual obligations.
Sharing of Information
We do not sell or rent your personal information. We may share your information with trusted third parties only when necessary to provide services, including:
- Financial institutions or insurance providers
- Service providers assisting with operations (e.g., CRM systems, scheduling tools)
- Legal or regulatory authorities when required by law
Data Security
We take appropriate measures to protect your personal information from unauthorized access, disclosure, or misuse. While we strive to protect your data, no method of transmission over the internet is 100% secure.
Cookies & Tracking
Our website may use cookies and similar technologies to enhance user experience, analyze traffic, and improve functionality. You can adjust your browser settings to disable cookies if preferred.
Third-Party Links
Our website may contain links to external websites. We are not responsible for the privacy practices or content of those sites.
Your Rights
You have the right to:
- Request access to your personal information
- Request corrections to inaccurate data
- Withdraw consent for certain uses
- Request deletion of your data where applicable
Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact us:
Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.