Privacy Policy

1. Our Commitment

Wealthforce Inc. is committed to protecting your personal information and complying with PIPEDA, CIRO requirements, and industry best practices. We also ensure responsible and secure handling of your data.

2. What We Collect

We collect personal information necessary to:

• Open and maintain your account
• Provide investment advice and services
• Meet legal and regulatory obligations

This may include:

• Identification details (name, address, date of birth)
• Financial information (income, assets, liabilities)
• Tax and legal documents
• Communication records

3. How We Use Your Information

Your information is used to:

• Deliver products and services
• Verify identity and prevent fraud
• Comply with CIRO and securities regulations
• Communicate with you about your account

We do not sell your personal information.

4. Cybersecurity & Safeguards

We use layered security controls, including:

• Encryption of data in transit and at rest
• Multi-factor authentication for account access
• Continuous monitoring for suspicious activity
• Regular penetration testing and vulnerability assessments

Access to personal information is restricted to authorized personnel only.

5. Breach Notification

If a data breach occurs that poses a real risk of significant harm, we will:

• Notify you promptly with details of the breach
• Inform CIRO and other regulators as required
• Provide guidance on steps you can take to protect yourself

6. Cookies & Tracking

Our website uses cookies and similar technologies to:

• Improve site functionality and user experience
• Analyze traffic and usage patterns
• Support security and fraud prevention

You can manage or disable cookies through your browser settings. However, some features may not function properly without cookies.

7. Disclosure of Information

We may share your information with:

• CIRO and other regulators for compliance purposes
• Service providers under strict confidentiality agreements (including those outside Canada)
• As required or authorized by law

8. Retention and Disposal

We retain personal information only as long as necessary to fulfill the purposes identified and comply with legal and regulatory requirements. When no longer required, information is securely destroyed or anonymized.

9. Your Rights

You have the right to:

• Access and correct your personal information
• Withdraw consent (subject to legal and contractual restrictions)
• File a complaint with our Privacy Officer or the Office of the Privacy Commissioner of Canada

10. Website Use

Your use of our website is subject to our Terms of Use. Please review them for details on permitted use, intellectual property, and disclaimers.

11. Contact Us

For questions about this policy or your personal information, please visit our Contact Page.