Privacy Policy

Effective Date: April 22, 2026

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).

1. 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

2. 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)

3. 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.

4. 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

5. 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.

6. 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.