RetirementWise

Privacy Policy

Our Contact and Policy

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

Email: [email protected]

Contact: Andrew O.

Phone: 778-317-6716

Address: 103-5655 Inman Ave. Burnaby BC, V5H 2M2 Canada

Privacy Policy for RetirementWise

At RetirementWise, we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and safeguard the data you provide to us. By interacting with us, you agree to the practices described in this policy.

1. Information We Collect

We may collect the following personal information:

-- Name

-- Email Address

-- Phone Number

This information is collected through our opt-in forms and the use of a Facebook Pixel integrated into our website or advertising campaigns.

2. How We Use Your Information

The information you provide is used for:

-- Optimizing our advertising campaigns.

-- Delivering relevant communications and community updates.

3. Data Storage and Retention

Your information is securely stored in GoHighLevel, a trusted CRM platform. We retain your information until you opt out or request deletion.

4. Data Sharing

We do not share, sell, or rent your information to any third parties. All information collected is solely used to improve your experience with RetirementWise.

5. Security Measures

We utilize the security features provided by GoHighLevel to protect your data. This includes encryption and compliance with industry-standard protocols to safeguard against unauthorized access.

6. Opt-Out Policy

You can opt out of receiving text or email communications from us at any time. To opt out:

-- Reply "STOP" to any of our text messages to discontinue SMS communications.

-- Use the unsubscribe link provided in our emails to stop receiving email communications.

Once you opt out, we will no longer contact you unless required by law.

7. Compliance

This privacy policy complies with Canada laws and regulations, including A2P messaging standards, to ensure the proper handling of your data.

8. Cookies and Tracking

We may use cookies and similar technologies (such as the Facebook Pixel) to improve the functionality of our website and deliver more relevant advertising. By interacting with our site, you consent to the use of cookies.

The information provided here is solely for informational purposes and should not be interpreted as investment advice. We do not endorse or offer to sell any specific securities, strategies, or investment products. Our analysis and discussions regarding investments, sectors, or the market are based on current information from reliable public sources. However, we cannot guarantee the accuracy or completeness of this information. Our views expressed in online content are current at the time of publication but may change. RetirementWise is not a registered investment advisor and does not provide financial planning or investment advisory services to clients. We do not manage client funds or hold custody of assets. Instead, we assist users in connecting with relevant financial advisors.