Privacy Policy

Effective Date: Jan 01 2025
Last Updated: Jan 01 2025

Welcome to Wealthverse Inc. ("Wealthverse," "we," "us," or "our"). Your privacy is of utmost importance to us. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information when you use our website and services. By accessing or using our website, you agree to the terms of this Privacy Policy.

1. Personal Information We Collect

We collect personal information in accordance with the Personal Information Protection Act (PIPA) of Alberta and other applicable laws. "Personal information" refers to information about an identifiable individual, such as:

• Name
• Contact information (e.g., email address, phone number, mailing address)
• Financial information (e.g., income, assets, liabilities, and other financial details as needed for our services)
• Any other information you provide to us through forms, emails, or our website

We collect personal information directly from you when you:

• Fill out forms on our website
• Subscribe to our newsletter or mailing list
• Use our financial services or engage with our team

2. How We Use Your Personal Information

We use your personal information for the following purposes:

• To provide financial planning, investment, and advisory services
• To communicate with you about your account or inquiries
• To comply with legal and regulatory obligations
• To improve our services and website
• For internal analytics and reporting

We will only use your personal information for the purposes for which it was collected unless otherwise permitted or required by law.

3. Consent to Collection, Use, and Disclosure

We require your express consent to collect, use, or disclose your personal information, except where permitted by law. By providing personal information to us, you consent to its collection, use, and disclosure as described in this Privacy Policy. You may withdraw your consent at any time by contacting us (see Section 8).

4. Disclosure of Personal Information

We may share your personal information with third parties in limited circumstances, including:

• Service providers who assist us in delivering our services (e.g., IT support, payment processors)
• Regulatory bodies, as required by law
• With your consent or as necessary to fulfill the purpose for which the information was collected

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

5. Retention and Protection of Personal Information

We retain personal information only as long as necessary to fulfill the purposes for which it was collected or as required by law. We implement reasonable physical, technical, and administrative measures to protect your personal information from unauthorized access, disclosure, or misuse.

6. Your Rights

You have the right to:

• Access your personal information
• Request corrections to your personal information
• Withdraw consent for the collection, use, or disclosure of your personal information, subject to legal or contractual restrictions

To exercise these rights, please contact us using the information provided in Section 8.

7. Cookies and Website Usage

We may use cookies and similar tracking technologies to enhance your browsing experience on our website. Cookies are small text files stored on your device that help us improve website functionality and analyze usage patterns. You can adjust your browser settings to refuse cookies, but this may limit certain features of our website.

8. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us:

Wealthverse Inc.
ops@wealthverse.ca

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated policy will be posted on our website with the "Last Updated" date. We encourage you to review this policy periodically.

By using our website and services, you acknowledge that you have read, understood, and agree to the terms of this Privacy Policy.

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