Privacy Policy

1. Information We Collect

We may collect the following types of information:

Personal Information You Provide

• Name, email address, phone number, mailing address
• Company name and job title
• Financial information relevant to consulting engagements (e.g., business goals, revenue data, investment interests)
• Information submitted through contact forms, consultation requests, or newsletter sign-ups

Information Collected Automatically

• IP address, browser type, device information
• Pages visited, time spent on Site, referring URLs
• Cookies and similar tracking technologies (see Section 5)

Information From Third Parties

• Information from business partners, referral sources, or publicly available databases used to verify or supplement client information

2. How We Use Your Information

We use the information we collect to:

• Provide, personalize, and improve our consulting and financial services
• Respond to inquiries and schedule consultations
• Send administrative information, updates, and marketing communications (where permitted)
• Comply with legal, regulatory, and contractual obligations
• Detect and prevent fraud or unauthorized activity
• Analyze Site usage to improve user experience

3. How We Share Your Information

We do not sell your personal information. We may share information with:

• Service providers who perform services on our behalf (e.g., hosting, analytics, payment processing, CRM platforms)
• Professional advisors such as auditors, attorneys, or regulators, where required
• Business partners in connection with a referral, joint service, or engagement you've agreed to
• Legal and regulatory authorities when required by law, subpoena, or to protect our rights
• Successors in the event of a merger, acquisition, or sale of assets

4. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

5. Cookies and Tracking Technologies

We use cookies and similar technologies to operate the Site, remember preferences, and analyze traffic. You can control cookie preferences through your browser settings. Disabling cookies may affect Site functionality.

6. Your Privacy Rights

Depending on your location, you may have the right to:

• Access, correct, or delete your personal information
• Opt out of marketing communications
• Request a copy of the data we hold about you
• Object to or restrict certain processing
• Withdraw consent where processing is based on consent

To exercise these rights, contact us at hello@longevitywealth.ca. Residents of California, other U.S. states with privacy laws, and the EU/UK may have additional rights under CCPA/CPRA, state privacy statutes, or GDPR, respectively.

7. Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal and regulatory obligations (including recordkeeping requirements common in financial services), resolve disputes, and enforce agreements.

8. Third-Party Links

The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies.

9. Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children.

10. International Data Transfers

If you access the Site from outside Canada, your information may be transferred to and processed in Canada, which may have different data protection laws than your jurisdiction.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last Updated" date at the top reflects the most recent revision. Continued use of the Site after changes constitutes acceptance of the updated policy.

12. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at: