Introduction
WealthBridge Consulting ("we," "us," or "our") is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable Ontario privacy laws.
WealthBridge Consulting is a financial consulting firm based in Ontario, Canada. By using our website, services, or providing us with your personal information, you consent to the practices described in this Privacy Policy.
Information We Collect
We may collect the following types of personal information:
Information You Provide Directly
- Contact Information: Name, email address, phone number, mailing address
- Business Information: Business name, business type, industry, role/title
- Financial Information: Income ranges, business revenue (for consultation purposes only)
- Communications: Messages, inquiries, and feedback you send us
- Webinar Registrations: Information provided when registering for our free webinars and educational events
Information Collected Automatically
- Device Information: IP address, browser type, operating system
- Usage Data: Pages visited, time spent on pages, referring websites
- Cookies and Tracking: We use cookies and similar technologies to improve your experience
How We Use Your Information
We use your personal information for the following purposes:
- To provide our free Keep Rate Audit and consulting services
- To communicate with you about our services, webinars, and educational content
- To send you email newsletters and marketing communications (with your consent)
- To respond to your inquiries and provide customer support
- To improve our website, services, and user experience
- To comply with legal obligations and protect our rights
Marketing and Communications
We use various platforms to deliver marketing and educational content, including:
- Email Marketing: We use GoHighLevel and other email marketing tools to send newsletters and updates
- Social Media Advertising: We may use Meta (Facebook/Instagram) and LinkedIn for advertising purposes
- Retargeting: We may use tracking pixels to show you relevant advertisements on other platforms
You can opt out of marketing communications at any time by clicking the "unsubscribe" link in any email or by contacting us directly.
Information Sharing and Disclosure
We do not sell, rent, or trade your personal information to third parties.
We may share your information only in the following circumstances:
- Service Providers: With trusted third-party vendors who help us operate our business (e.g., email platforms, website hosting, CRM systems) under strict confidentiality agreements
- Legal Requirements: When required by law, court order, or government regulation
- Business Protection: To protect our rights, property, or safety, or that of our clients and the public
- Consent: With your explicit consent for any other purpose
Third-Party Services
We use the following third-party services that may collect or process your data:
- GoHighLevel: Customer relationship management and marketing automation
- CloudCannon: Website hosting and content management
- Calendly: Appointment scheduling
- Meta (Facebook/Instagram): Advertising and analytics
- LinkedIn: Advertising and professional networking
- Google Analytics: Website analytics
Each of these services has their own privacy policies, and we encourage you to review them.
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:
- Secure SSL encryption for data transmission
- Access controls limiting who can view personal information
- Regular security assessments and updates
- Secure storage with reputable cloud service providers
While we take reasonable precautions, no method of transmission over the Internet is 100% secure. We cannot guarantee absolute security of your data.
Data Retention
We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. When your information is no longer needed, we will securely delete or anonymize it.
Your Rights Under Canadian Law
Under PIPEDA and applicable Ontario laws, you have the right to:
- Access: Request access to the personal information we hold about you
- Correction: Request correction of inaccurate or incomplete information
- Withdrawal of Consent: Withdraw your consent for us to use your information (subject to legal or contractual restrictions)
- Complaint: File a complaint with the Office of the Privacy Commissioner of Canada if you believe your privacy rights have been violated
To exercise any of these rights, please contact us using the information below.
Cookies and Tracking Technologies
Our website uses cookies and similar tracking technologies to:
- Remember your preferences and settings
- Understand how you use our website
- Deliver relevant advertisements
- Analyze website traffic and performance
You can control cookies through your browser settings. Note that disabling cookies may affect your experience on our website.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post the updated policy on this page with a revised "Last Updated" date. We encourage you to review this policy periodically.
Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:
WealthBridge Consulting
Ontario, Canada
Email: hello@wealthbridge.ca
For privacy complaints, you may also contact the Office of the Privacy Commissioner of Canada.