Privacy Policy
Effective Date: 21/06/2021
Last Updated: 26/02/2025
Canadian WiseInvest Inc. (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it through this Privacy Policy. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website (the “Website”).
By accessing or using our Website, you agree to the terms outlined in this Privacy Policy. If you do not agree with any part of this policy, please do not use our Website.
1. Compliance with Canadian Privacy Laws
WiseInvest® complies with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and the Canada’s Anti-Spam Legislation (CASL).
- Under PIPEDA, we ensure that personal information is collected, used, and disclosed with consent and only for the purposes identified.
- Under CASL, we obtain explicit consent before sending commercial electronic messages and provide an opt-out mechanism.
2. Information We Collect
We collect several types of information from and about users of our Website, including:
a. Personal Information
- Name
- Email address
- Phone number
- Mailing address
- Any other information you voluntarily provide
b. Non-Personal Information
- IP address
- Browser type
- Device information
- Cookies and tracking technologies
c. Financial and Business Information
If you choose to engage with our financial planning services, we may collect additional financial details necessary for our services.
d. Use of Planning and AI Tools
If you use our insurance planning tool, retirement planning tool, AI chatbot for financial questions, or AI voice assistant for booking meetings and answering inquiries, we may collect and analyze your financial data, name, and email address to provide personalized insights and recommendations. This data will be securely stored and protected in compliance with PIPEDA and will not be shared without your consent. Users must ensure they are acting in compliance with all applicable laws while using these tools.
3. How We Use Your Information
We use the collected information for the following purposes:
- To provide and improve our services
- To communicate with you about inquiries, promotions, or updates (with your consent, as required by CASL)
- To personalize user experience
- To comply with legal obligations under PIPEDA
- To analyze Website traffic and enhance security
- To process financial data through our planning tools and AI-powered tools to generate personalized insights and recommendations
- To facilitate meeting bookings through the AI voice assistant
4. Consent for Communications (CASL Compliance)
Under CASL, we only send commercial electronic messages (e.g., emails, newsletters, promotions) if you have provided explicit or implied consent. You may withdraw your consent at any time by using the unsubscribe link in our communications or contacting us directly.
5. How We Share Your Information
We do not sell or rent your personal information. However, we may share your information in the following cases:
- With Service Providers: Third-party vendors assisting us in Website operations or marketing.
- For Legal Compliance: If required by law, we may disclose information to comply with legal obligations or protect rights.
- In Business Transfers: In case of a merger, sale, or acquisition, your information may be transferred.
6. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance user experience. You can manage or disable cookies through your browser settings.
7. Data Security
We implement security measures to protect your personal information; however, no method of transmission over the internet is 100% secure. We comply with PIPEDA in safeguarding personal data against unauthorized access, use, or disclosure.
8. Third-Party Links
Our Website may contain links to third-party sites. We are not responsible for their privacy policies and encourage you to review them separately.
9. Your Rights and Choices (PIPEDA Compliance)
Under PIPEDA, you have the right to:
- Access the personal information we hold about you
- Request corrections to your information
- Request the deletion of your personal data (subject to legal requirements)
- Opt-out of marketing communications
To exercise any of these rights, please contact us at info@wiseinvest.ca.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date.
11. Contact Information
If you have any questions about this Privacy Policy, you may contact us at:
WiseInvest®
850, 1185 w Georgia st, Vancouver, BC, Canada V6E 4E6
info@wiseinvest.ca
+1-604-259-4242
Our Process
UNDERSTANDING YOUR NEEDS
Discovery Phase
We start by listening, getting to know your goals, challenges, and opportunities. This is where we lay the foundation for a strategy that truly fits you.
1
DESIGNING A TAOLORED PLAN
Planning Phase
With a clear picture of your needs, we craft a customized plan designed to grow, protect, and transfer your wealth efficiently.
2
BRINGING THE PLAN TO LIFE
Implementation Phase
We put the strategy into action, ensuring everything is executed smoothly and effectively. We're with you every step of the way.
3
STAYING ON TRACK
Review Phase
Life changes, and so should your plan. We conduct regular reviews to adjust and refine your strategy, keeping you on course toward your financial goals.