Privacy Policy

This Privacy Policy explains how Wealth Connections Team (“WCT,” “we,” “us,” or “our”) collects, uses, discloses, and protects personal information when you visit https://wealthconnectionsteam.com or interact with us through our online forms, surveys, discovery calls, and related services (collectively, the “Site”).

By using the Site or providing us with your personal information, you agree to the practices described in this Privacy Policy.

1. Who We Are

Wealth Connections Team is a Canadian-based financial strategy and referral network headquartered at 20 Hobson Street, Unit 204, Cambridge, Ontario, N1S 2M6, Canada. We help individuals and families explore financial strategies and connect with independent, licensed professionals who provide regulated financial services.

We strive to handle personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA), where applicable.

2. Personal Information We Collect

The types of personal information we may collect include:

2.1 Information You Provide Directly

Contact details: name, email address, phone number, mailing address, preferred contact method
Basic demographic information: province of residence, household size, status as a renter or homeowner, first-time buyer, newcomer, or business owner
Financial snapshot (high-level): approximate income range, approximate debt levels, general credit profile descriptions, savings goals, or target timelines (for example, buying a home in the next 12–24 months)
Service-related details: information you provide when you complete surveys, questionnaires, intake forms, or booking forms
Communication content: messages you send through our Site, email, or other channels

We do not require you to provide highly sensitive information (such as full account numbers, passwords, or Social Insurance Numbers) when using our general Site. If a Partner requires such information, it will be handled directly between you and that Partner under their own privacy policies.

2.2 Information Collected Automatically

When you visit the Site, we may automatically collect:

IP address and approximate location
Device and browser type
Pages viewed, links clicked, and time spent on the Site
Referring pages or campaigns that brought you to the Site

This information is collected using cookies, pixels, and similar technologies.

2.3 Cookies and Similar Technologies

We may use cookies and similar tools to:

Help the Site function properly
Remember your preferences
Analyze how visitors use the Site
Support marketing and retargeting campaigns

You can manage cookie settings through your browser. If you disable cookies, some Site features may not work as intended.

3. How We Use Your Information

We use personal information to:

Respond to inquiries and provide requested information about our services
Schedule and manage discovery calls or consultations
Understand your goals and financial situation at a high level so we can suggest strategies and potential Partners that may be appropriate
Connect you with independent Partners (such as mortgage professionals, rent-to-own providers, or other specialists) when you indicate that you are interested in being referred
Improve our Site, services, and content through analytics and feedback
Send educational content (such as guides, resources, and email updates) when you opt in
Comply with legal obligations and respond to lawful requests from regulators or authorities

We use your information only for the purposes described here or for purposes consistent with these, unless we obtain your consent for other uses or are required or permitted by law to use it otherwise.

4. How and When We Share Personal Information

4.1 Referrals to Partners

With your knowledge and consent, we may share certain personal information with one or more Partners so they can contact you and explore potential solutions with you. This may include:

Your contact details
A summary of your goals (for example, first-time home purchase, debt consolidation, refinance, or long-term planning)
A high-level snapshot of your situation, as provided by you

Partners are independent entities with their own legal and regulatory obligations. They are responsible for their own privacy, data security, and communications with you. We encourage you to review each Partner’s privacy policy and terms before proceeding.

4.2 Service Providers

We may share information with trusted third-party service providers who help us operate our business, such as:

Website hosting and maintenance
Customer relationship management (CRM) and email marketing tools
Analytics, performance monitoring, and marketing platforms
Scheduling and survey tools

These service providers are only allowed to use your information to perform services for us and must protect it appropriately.

4.3 Legal, Compliance, and Protection

We may disclose personal information when we believe it is necessary or appropriate to:

Comply with applicable laws or legal processes
Respond to requests from public authorities
Protect our rights, property, or safety, or that of our users or others

4.4 Business Transactions

If we undergo a merger, acquisition, reorganization, or sale of assets, personal information may be transferred as part of the transaction, subject to appropriate confidentiality protections and applicable law.

We do not sell your personal information to third parties.

5. Email Marketing and Consent

5.1 Email and SMS Updates

If you provide your email address (and optionally your mobile number) and opt in to receive communications, we may send you:

Educational content and resources
Updates about our services
Invitations to webinars, courses, or events
Follow-ups related to discovery calls, surveys, or consultations

We aim to comply with Canada’s anti-spam laws (CASL). You may unsubscribe or opt out of marketing communications at any time by using the unsubscribe link in the message or contacting us directly.

5.2 Transactional Messages

Even if you opt out of marketing messages, we may still send you transactional or service-related communications, such as responses to your inquiries or appointment confirmations.

6. How We Protect Your Information

We take reasonable administrative, technical, and physical measures to help protect personal information from unauthorized access, use, or disclosure. These measures may include:

Secure hosting environments
Access controls based on job responsibilities
Use of reputable third-party service providers

However, no method of transmission or storage is completely secure. We cannot guarantee absolute security of your information.

7. Data Retention

We retain personal information only as long as necessary:

To fulfill the purposes described in this Privacy Policy
To comply with legal and regulatory requirements
To resolve disputes and enforce our agreements

When personal information is no longer required, we will take reasonable steps to securely delete, anonymize, or destroy it.

8. International Transfers

Our Site and service providers may store or process your personal information in jurisdictions outside your province or outside Canada. In those cases, your information may be subject to the laws of those jurisdictions, including access by courts, law enforcement, or regulators.

9. Your Rights and Choices

Depending on applicable law, you may have the right to:

Access the personal information we hold about you
Correct or update inaccurate or incomplete information
Withdraw consent to certain uses or disclosures (subject to legal or contractual restrictions)
Request deletion of personal information, where required by law
Opt out of marketing communications

To exercise these rights, please contact us using the information in the “Contact Us” section below. We may need to verify your identity before fulfilling certain requests.

10. Third-Party Websites and Links

The Site may contain links to websites or resources operated by third parties, including Partners and educational resources. These third-party sites have their own privacy policies and terms. We are not responsible for, and do not control, how those third parties handle personal information. We encourage you to review their privacy policies before providing any information.

11. Children’s Privacy

Our Site and services are intended for adults. We do not knowingly collect personal information from children under the age of majority in their province or territory of residence without appropriate parental or guardian consent. If you believe a child has provided us with personal information without consent, please contact us so we can take appropriate steps.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. When we do, we will revise the “Last Updated” date at the top of this page.

Your continued use of the Site after any changes are posted indicates your acceptance of the updated Privacy Policy.

13. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:

Wealth Connections Team

20 Hobson Street, Unit 204

Cambridge, Ontario, N1S 2M6, Canada

Phone: (226) 210-2868

Website: https://wealthconnectionsteam.com