The Wealthy Tortoise Financial Group Inc. revers the privacy and protection of your personal information. As a fiduciary financial planner and distributor of financial products and services, the collection and use of customers' personal information is fundamental to our day-to-day business operations. The Wealthy Tortoise Financial Group Inc. also revers the personal information of its employees and representatives.

 

Therefore, we have established this Statement of Corporate Privacy Principles to govern how we collect, use, retain and disclose personal information. Each employee and representative must abide by our commitment to privacy in the handling of personal information.
 

Privacy Notice
 

The Wealthy Tortoise Financial Group Inc. collects your name, email address, telephone number, province, advertising-source information, appointment status, and information you voluntarily provide so that we can respond to your request, provide educational information, arrange and manage consultations, maintain appropriate business records, improve our services, and communicate with you where permitted.

We may use service providers such as Meta, Wix, Calendly, Zapier, our email and SMS providers, and our customer-relationship-management provider to process information on our behalf. We limit collection, use and disclosure to reasonable identified purposes and apply safeguards appropriate to the sensitivity of the information.

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Disability Tax Credit status, disability-related information, income, financial-account information and other sensitive questionnaire responses will not be sent to Meta for advertising or optimization purposes.

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You may request access to or correction of your personal information, ask questions about our privacy practices, or withdraw by contacting us.

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In handling customer, representative and employee personal information, we abide by the following principles:

 

Privacy Principles

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Information We Collect

• We collect personal information in compliance with applicable laws and ethical business practices, provide advice, products and services and conduct business. We limit the information we collect to what is necessary for or related to these purposes.

 

How We Use Personal Information

• We may use or disclose your personal information for the purposes for which it was collected, other purposes you consent to, or as required or permitted by law.

• We will not share your personal information, without your consent, with any organization outside our company for that organization marketing its products or services to you.

• We will keep your personal information only as long as needed to satisfy the purposes for which it was collected or as required or permitted by law.

• We aim to keep our records of your personal information as accurate and up to date as is necessary to fulfill the purposes for which it is used.

 

Safeguards

• We will protect personal information with security safeguards that are appropriate to the sensitivity of the information, to protect it from unauthorized access, release or use. SideDrawer is a fully encypted and secure document vault that will house your confidential information. You will be provided access to this valuable tool.

 

Our Privacy Commitment

• We are committed to carefully handling the personal information under our control. We have designated individuals responsible for monitoring our compliance with the Privacy Principles.

• We will inform you about our privacy policies and practices for managing your personal information.

• Upon your written request, we will provide you with reasonable access to your personal information and a description of its use or disclosure, as required or permitted by law. You may also verify theaccuracy and completeness of your information, and request that it be amended, if appropriate.

 

This is our promise to keep your data and information safe and secure.