Eagle Wealth Partners (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect your personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable Canadian privacy laws.

1. Information We Collect

We collect personal information in the following ways:

a) Information You Provide Directly

When you:

• Complete our contact or consultation form

• Download our Legacy Planning Guide or other resources

• Subscribe to our communications

• Communicate with us by phone, email, or in person

We may collect:

• Your name, email address, phone number, and city of residence

• Business name (if applicable)

• Financial or professional information you voluntarily provide in consultation

• Communication preferences

b) Information Collected Automatically

When you visit our website, we may collect:

• Your IP address, browser type, device information, and referring pages

• Cookies or similar tracking technologies (for analytics and functionality)

You can adjust your browser settings to refuse cookies, but this may limit some website functionality.

2. How We Use Your Information

We use your personal information to:

• Respond to your inquiries and provide requested services

• Schedule and manage consultations

• Send you requested materials, including the Legacy Planning Guide

• Provide relevant insights, newsletters, or updates (with your consent)

• Maintain and improve our website and services

• Meet legal, regulatory, or compliance obligations

We do not sell or rent your personal information to any third parties.

3. Consent

By providing your information, you consent to our collection, use, and disclosure of it as described in this policy.
You may withdraw your consent at any time, subject to legal or contractual restrictions, by contacting us at sami@theabccanada.com.

4. Disclosure of Information

We may disclose your information:

• To service providers who help us operate our business (e.g., website hosting, analytics, email delivery)

• When required by law, regulation, or legal process

• To protect the rights, property, or safety of Eagle Wealth Partners, our clients, or the public

All third-party providers are required to protect your data in compliance with applicable privacy laws.

5. Data Retention and Security

We retain personal information only as long as necessary for the purposes outlined in this Policy or as required by law.
We use reasonable physical, organizational, and technological safeguards to protect your data from unauthorized access, use, or disclosure.

6. Access and Correction

You have the right to:

• Request access to the personal information we hold about you

• Request corrections if your information is inaccurate or incomplete

To exercise these rights, contact our Privacy Officer at sami@theabccanada.com.

7. Third-Party Links and Services

Our website may contain links to third-party websites.
We are not responsible for the privacy practices or content of those sites. Please review their privacy policies before providing personal information.

8. International Data Transfers

If personal information is transferred or stored outside of Canada (e.g., via third-party service providers), it may be subject to foreign laws and accessible to foreign governments.

9. Updates to This Policy

We may update this Privacy Policy periodically.
Any changes will be posted on this page with a revised “Last Updated” date.

10. Contact Us

If you have questions or concerns about our privacy practices or wish to file a complaint, please contact:

Privacy Officer
Eagle Wealth Partners
Markham, Ontario, Canada
📧 sami@theabccanada.com

If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner of Canada at www.priv.gc.ca.