At GDLF Wealth Management (“we,” “our,” or “us”), protecting your personal information is a top priority. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, communicate with us, or engage our financial planning and wealth management services.
1. Information We Collect
We may collect the following types of information:
Personal Information: Name, email address, phone number, mailing address, date of birth, financial details, and other information you voluntarily provide when contacting us or using our services.
Website Usage Data: IP address, browser type, device information, and pages visited on our website.
Cookies & Tracking Technologies: Used to improve website functionality, analyze usage, and personalize your experience.
2. How We Use Your Information
Your information may be used to:
Provide financial planning, investment, insurance, retirement, estate, and tax planning services.
Respond to inquiries and communicate with you.
Comply with legal, regulatory, and security requirements.
Improve our website, services, and client experience.
Send you updates, newsletters, or marketing communications (you may opt out at any time).
3. Sharing of Information
We do not sell or rent your personal information. We may share your information only in the following circumstances:
Service Providers: With trusted third parties who assist in delivering our services (e.g., IT support, custodians, compliance providers).
Legal Obligations: When required by law, regulation, court order, or government authority.
Business Transactions: In the event of a merger, acquisition, or reorganization, your information may be transferred as part of the transaction.
4. Data Security
We implement industry-standard physical, technical, and administrative safeguards to protect your information against unauthorized access, disclosure, alteration, or destruction.
5. Retention of Information
We retain personal information only as long as necessary to provide services, meet legal obligations, and resolve disputes.
6. Your Rights
As a resident of Canada, you have the right to:
Access and request a copy of your personal information.
Correct inaccuracies in your personal information.
Withdraw consent for certain uses of your information.
File a complaint with the Office of the Privacy Commissioner of Canada if you believe your rights have been violated.
7. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these websites and encourage you to review their policies.
8. Children’s Privacy
Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors.
9. Updates to This Policy
We may update this Privacy Policy from time to time. The revised version will be posted on our website with the updated effective date.
10. Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact us:
GDLF Wealth Management