Your Privacy, Our Priority: Advitize Financial Solutions' Commitment
At Advitize Financial Solutions, your trust is paramount. We are dedicated to protecting the privacy and security of your personal and financial information. This Privacy Policy outlines our practices in accordance with Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA).
Advitize Financial Solutions is unwavering in its commitment to safeguarding the personal and financial information entrusted to us by our clients. Our privacy practices are built on a foundation of transparency, integrity, and strict adherence to all applicable Canadian privacy laws, most notably the Personal Information Protection and Electronic Documents Act (PIPEDA).
We collect only the information necessary to provide you with exceptional financial advisory services, manage your wealth, and assist with your retirement and estate planning needs. We never collect data indiscriminately. Our approach to data minimization ensures that we only gather what is directly relevant and essential for precise service delivery. This policy will be reviewed annually and updated as necessary to reflect changes in legislation or our operational practices, with all clients being notified of significant revisions.
To provide personalized and effective financial solutions, Advitize Financial Solutions collects specific types of information. This includes, but is not limited to, personal identification details (such as name, address, date of birth), financial data (income, assets, liabilities, investment goals), and details pertaining to your financial planning objectives (retirement age, risk tolerance, estate wishes).
We also gather information related to your use of our website and services, such as technical data (IP addresses, browser types) for analytics to enhance user experience. All collected information is exclusively used to establish and manage your accounts, deliver tailored advisory services, fulfill regulatory obligations, and to improve the overall quality and relevance of our offerings. We maintain detailed communication records and consultation documentation to ensure continuity and accuracy in client service.
The security of your data is a paramount concern at Advitize Financial Solutions. We employ a multi-layered approach to protect your information against unauthorized access, disclosure, alteration, or destruction. All data transmitted to and from our systems, and while at rest, is secured using industry-standard encryption protocols (e.g., TLS 1.2 or higher for transmission, AES-256 for data at rest).
Access to client data is strictly controlled and limited to authorized personnel who undergo continuous privacy and security training. Our physical offices and document storage facilities are secured with stringent access controls. We regularly conduct comprehensive security audits, vulnerability assessments, and penetration testing on our systems. In the unlikely event of a data breach, we have robust incident response procedures to promptly identify, contain, and mitigate any potential impact, notifying affected parties and regulatory bodies as required by law. We also ensure that any third-party service providers with whom we share data meet equally rigorous security standards.
Advitize Financial Solutions upholds a strict policy regarding the sharing and disclosure of your personal information. We only share information when absolutely necessary to deliver our services, with your explicit consent, or when legally mandated. This typically involves limited sharing with carefully vetted service providers (e.g., custodians, portfolio management platforms) who are contractually bound to maintain the same level of privacy protection we provide, and professional partners such as tax advisors or legal counsel, always with your prior approval.
We may also disclose information if required by law, court order, or governmental regulations. You have full control over your communication preferences and can opt-out of marketing communications at any time. We do not sell or rent client lists or personal information to third parties for marketing purposes. International data transfers are limited and protected by agreements ensuring compliance with Canadian privacy standards.
You have fundamental rights regarding your personal information held by Advitize Financial Solutions. You have the right to access your personal data and request corrections if it is inaccurate or incomplete. You may also withdraw your consent for certain data processing activities, subject to legal or contractual restrictions.
We provide clear mechanisms for managing your communication preferences, including opting out of non-essential communications. Should you decide to close your account, we have established procedures for the retention and eventual secure deletion of your information, adhering to regulatory requirements. For any privacy concerns, to exercise your rights, or to file a complaint, please contact our Privacy Officer:
Advitize Financial Solutions Privacy Officer1450 Robson Street, Suite 200
Vancouver, British Columbia, V6G 1C3
Canada
Phone: +1 604-555-0188
Email: [email protected]
We are committed to resolving your privacy inquiries promptly and effectively.