Privacy Policy

Wealth Preservation Management

What we collect Why we need it
Identification & contact (name, address, phone, e‑mail, SIN) Verify identity, open accounts, meet “know-your-client” / anti-money-laundering obligations
Financial data (income, net worth, risk tolerance, holdings, trade history) Provide portfolio management, assess suitability, prepare reports
Enquiries and bookings (name, e‑mail, phone, your message, the meeting time you choose) Answer your enquiry and arrange the conversation you book
Newsletter sign-ups and scorecard downloads (e‑mail address; for the scorecard, the page you were on) Send the newsletter once you confirm by e‑mail; follow up on a scorecard download.
Technical data (IP, cookies, device type, pages visited, the ad or link that brought you to the site) Secure and improve our website, and measure which pages and advertising bring enquiries

1. How we collect

Directly from you (forms, meetings, portal, our online booking calendar), our website analytics, and—only with your consent—from third parties you designate (e.g., accountant, lawyer).

2. How we use

  • Manage and service your investment accounts
  • Satisfy legal and regulatory requirements (BC PIPA, NI 31‑103, FINTRAC, tax)
  • Communicate statements, confirmations, and updates
  • Improve site security and functionality

3. Disclosure

We do not sell personal information. We share it only:

  1. With service providers under written confidentiality (custodians, IT vendors, accountants)
  2. With regulators or law‑enforcement when legally required
  3. With your explicit direction (e.g., transferring your account)

Our website uses these service providers:

  • Vercel (United States) hosts the website and provides Vercel Web Analytics.
  • Brevo (European Union) delivers the e‑mails our forms send and keeps our newsletter list.
  • Calendly (United States) runs the booking calendar. Calendly’s booking page also loads Stripe and Google reCAPTCHA.
  • Cloudflare Turnstile (United States) checks that a form is sent by a person, not a bot. It receives your IP address and browser information.
  • Google (United States) provides Google Analytics and Google Ads conversion measurement, through Google Tag Manager.

Data may be processed in or outside Canada; foreign laws may apply.

4. Safeguards & retention

Encryption, MFA, locked files, employee training, and audits protect your data. Records are kept at least 7 years after account closure or longer if law demands, then securely destroyed or anonymized.

If you contact us or book a conversation but do not become a client, we keep your details as long as needed to respond and to meet our record-keeping obligations. Newsletter subscribers stay on the list until they unsubscribe; every newsletter has an unsubscribe link. We keep a record of when you confirmed your subscription.

5. Your rights

You may access, correct, or withdraw consent for your personal information (subject to legal limits). We will respond within 30 days. Quebec residents also have rights under Bill 64.

6. Cookies & analytics

Our site uses minimal first‑party cookies for security.

We use Vercel Web Analytics, a cookieless service that counts page visits and a few interactions (such as opening the contact form) without identifying you.

We also use Google Analytics and Google Ads conversion measurement, loaded through Google Tag Manager. They set cookies (for example _ga and _gcl_au) to tell which pages are visited, where visitors come from, and whether a visit from an ad leads to an enquiry or a booking. Google receives your IP address, device and browser information, and the pages you visit. Google Analytics data is kept for 14 months.

When you send our contact form, we also share a coded (hashed) copy of the e‑mail address you entered, and of your phone number if you gave one, with Google Ads. We do this so Google can tell us whether someone who saw one of our ads later got in touch, which shows us which ads are worth running. Your browser does the coding, so your address and number are never sent in readable form. Because Google can match the code to the details its own users have given it, we treat it as personal information. We receive nothing back that identifies you. If you would rather nothing is shared, you are welcome to call or e‑mail us directly instead.

The booking calendar (Calendly) sets its own cookies when it opens. When you book a conversation, Calendly receives the details you enter, such as your name and e‑mail.

Apart from that coded copy, Google Analytics, Google Ads and Vercel Web Analytics never receive what you type into our forms: not your name, not your message, and never your e‑mail address or phone number in readable form.

To opt out, you can block or delete cookies in your browser settings (some functions may degrade), install the Google Analytics opt‑out browser add‑on, or change your Google ad settings.

7. Contact – Privacy Officer

James McKnight
Wealth Preservation Management Ltd.
Suite #1488, 970 Burrard St, Vancouver BC V6Z 2R4

Phone: 604‑418‑4243

Email: james@wealthpreservationmanagement.com

8. Updates

We may amend this policy; the latest version is always on our website. Material changes will be highlighted.