Privacy Policy Draft
[CHECK: legal review recommended. This policy was updated from the 2022 version to match the new website. A lawyer should confirm it before launch.]
Last updated: 2026-11-08
Wealth Theory Inc. (“Wealth Theory”, “we”, “us”) is a business services firm at 997 Seymour St., #250, Vancouver, BC, Canada V6B 3M1. This policy explains what personal information we collect through wealththeory.ca, why we collect it, who processes it for us, and your rights. We handle personal information in line with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA) and, where it applies, British Columbia’s Personal Information Protection Act (PIPA). [CHECK: confirm which statutes apply to Wealth Theory.]
What we collect
Information you give us. When you use our contact form, subscribe to our newsletter, book a consultation or email us, you may give us your name, email address, phone number, country, and the details you include in your message. We ask only for what we need to reply.
Information collected automatically. When you visit the site, we collect usage data such as IP address, browser and device type, pages visited, time and date of visit and time spent on pages.
Files you send us. If you become a client, you may send documents about yourself or your business. We use them only to do the work you have asked for.
How we use it
- To reply to your message and provide the services you request
- To book and run consultations
- To send you our newsletter, if you subscribe. You can unsubscribe at any time using the link in each email.
- To keep the site secure and block spam
- To understand how the site is used so we can improve it
- To meet legal obligations
We ask for your consent before collecting, using or disclosing your personal information, except where the law allows otherwise. You can withdraw consent at any time, subject to legal and contractual limits, by contacting us.
Services that process your information for us
We use the following providers. Each handles information only for the purpose described.
| Provider | Used for | Information involved |
|---|---|---|
| Brevo | Our newsletter, and the email delivery of contact-form messages | Name, email address, subscription status |
| Cloudflare (Pages, Turnstile) | Hosting the website; Turnstile protects our forms from spam and abuse. Turnstile’s handling of data is described in Cloudflare’s Turnstile Privacy Addendum. | IP address, browser and device signals used to tell people from automated programs |
| Google Analytics | Statistics on how visitors use the site | Usage data and cookie identifiers |
| Google Workspace | Email and storage of client files. Only the team working on a file can open it. | Messages and documents you send us |
| Cal.com | Booking consultations | Name, email address, selected time, and any notes you add |
These providers may store or process information outside Canada, including in the United States. Information held in another country can be accessed under that country’s laws. [CHECK: confirm provider data locations and whether a data processing agreement is in place with each.]
Cookies and similar technologies
Google Analytics uses cookies and similar technologies to measure site usage. Necessary cookies and scripts may also be used for security and for the forms to work. You can set your browser to refuse cookies or to warn you when one is sent. Some parts of the site may not work if you refuse them. You can also use Google’s opt-out browser add-on for Google Analytics. [CHECK: whether a cookie consent banner is required; configure analytics to match the final decision.]
Sharing
We do not sell personal information. We share it only with the providers above, with your consent, or when the law requires, for example in response to a valid request from a public authority. If Wealth Theory is involved in a merger, acquisition or sale of assets, personal information may be transferred, and we will give notice first.
If a client comes to us through an immigration consultant or lawyer, we share information about the work with that firm. We do not name the firms we work with, and we sign a confidentiality agreement with any referring firm on request.
How long we keep it
We keep personal information only as long as needed for the purposes above or as the law requires. [NEEDS HASAN: retention periods for contact messages, newsletter lists and client files.]
Security
We use reasonable measures to protect personal information, including access controls on client files. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
Your rights
You may ask us to:
- tell you what personal information we hold about you and how we use it
- correct information that is wrong or incomplete
- delete your information, where we are not required to keep it
- stop sending you the newsletter
To make a request, email info@wealththeory.ca. We will respond within the time required by law. If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner of Canada (www.priv.gc.ca) or, for matters under PIPA, the Office of the Information and Privacy Commissioner for British Columbia (www.oipc.bc.ca).
Children
Our site is not directed at anyone under 13, and we do not knowingly collect personal information from children. If you believe a child has given us information, contact us and we will delete it.
Links to other websites
The site links to websites we do not operate. We are not responsible for their content or privacy practices. Please read their policies.
Changes to this policy
We may update this policy. The date at the top shows when it was last changed. Changes take effect when posted on this page.
Contact
Questions about privacy: info@wealththeory.ca
Wealth Theory Inc., 997 Seymour St., #250, Vancouver, BC V6B 3M1