Privacy Policy
Effective date: September 2, 2026
Your Wealth Advisor Canada respects your privacy. This policy explains how information submitted through this website is collected, used and protected.
Information we collect
When you contact us or request a Business Protection Review, we may collect your name, email address, phone number, business information and the details you choose to provide.
How we use information
We use this information to respond to your request, arrange a consultation, understand your planning needs, provide requested services and maintain required business records.
When information may be shared
We do not sell personal information. Information may be shared only when needed to provide requested services, meet legal or regulatory obligations, or with your consent—for example, with an insurer or another qualified professional involved in your planning.
Security and retention
We use reasonable safeguards appropriate to the sensitivity of the information. Information is retained only as long as necessary for the purposes described above and to meet legal, regulatory and record-keeping obligations.
Your choices
You may request access to or correction of personal information held about you, subject to applicable law. You may also withdraw consent for non-essential communications at any time.
Contact
For privacy questions or requests, contact hossein.fatemi@yourwealthadvisor.ca.