Privacy Policy

1. Introduction

Protecting your personal information is of utmost importance to WealthTrackEdge. This Privacy Policy outlines what data we collect, how we use it, and what rights you have regarding your personal information. We strictly adhere to applicable privacy laws in Canada, particularly in connection with the provision of our financial education services, wealth building strategies, financial literacy workshops, and wealth building programs.

2. Collection and Processing of Personal Data

We collect personal information only when you voluntarily provide it to us, such as when you engage our financial education services, register for wealth building programs, use our contact form, or communicate via email. The collected data may include:

  • Full name
  • Email address
  • Phone number
  • Address
  • Financial background (for appropriate financial education placement)
  • Financial goals and wealth building objectives (voluntary disclosures)

This information is used exclusively for providing our financial education services, processing your wealth building programs, and optimizing our educational offerings for individuals and families seeking financial literacy and wealth building success.

3. Use of Personal Data

The information you provide will be used for the following purposes:

  • Management of client relationships and financial education delivery
  • Organization and execution of wealth building sessions and workshops
  • Communication with clients and prospective participants
  • Service fee processing and payment management
  • Sending information about new financial education services and relevant wealth building updates (only with your consent)

We treat all information with the highest level of confidentiality and do not share your data with unauthorized third parties unless required for contract fulfillment (e.g., to payment service providers) or when legally obligated to do so.

4. Data Storage and Security

We store your personal data only as long as necessary to fulfill the respective purposes or as required by legal retention periods. Client data is typically stored for the duration of the active educational relationship plus seven years to comply with legal requirements for professional service records and to ensure continuity of financial education support. To protect your confidential information from unauthorized access, loss, or misuse, we implement advanced technical and organizational security measures following industry best practices for financial education providers.

5. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to improve user experience and collect anonymized data about website usage. This data helps us continually optimize our online presence and the presentation of our financial education services for clients and participants.

You can manage the use of cookies in your browser settings and disable them if desired. Please note, however, that some website functions, such as the financial education registration system or online learning portals, may be limited without cookies.

6. Your Rights

You have the right to:

  • Access information we store about you
  • Correct inaccurate or incomplete data
  • Delete your data, provided no legal retention obligations exist
  • Restrict processing when certain conditions are met
  • Object to the processing of your data based on legitimate interest
  • Data portability where technically feasible

If you wish to exercise any of these rights, please contact us through the contact information provided at info@wealthtrackedge.com.

7. GDPR Compliance

As a Canadian organization with clients from the European Union (EU), WealthTrackEdge adheres to the provisions of the General Data Protection Regulation (GDPR). This specifically means:

  • We process personal data only on lawful bases (consent, contract fulfillment, legitimate interest).
  • We ensure transparency regarding the use of your data through this detailed privacy policy.
  • We implement appropriate technical and organizational measures to protect your data.
  • We have established procedures for reporting data protection violations.
  • We conduct data protection impact assessments for relevant processing operations.
  • We ensure that our data processing partners also act in compliance with GDPR.

As a data subject, you have the right to file a complaint with a data protection supervisory authority if you believe that the processing of your personal data violates the GDPR.

8. Changes to this Privacy Policy

We reserve the right to update this privacy policy at any time to adapt it to legal or technical changes. The current version will be published on our website. We recommend that you review this policy regularly.