Privacy Policy

1. Information We Collect

We collect the following types of information from visitors to our website:

Name
Email address
Phone number
Cookies and usage data (via analytics tools)

We do not collect financial or sensitive personal information directly through the website.

2. How We Collect Information

We collect information through:

Forms on our website (e.g., contact or booking forms)
Cookies and similar tracking technologies
Analytics tools (e.g., Google Analytics)
Scheduling tools used to book appointments

3. How We Use Your Information

We use the information we collect to:

Book discovery or consultation calls
Send newsletters or relevant email communications
Improve our website and services

4. Sharing Your Information

We do not share your information with third parties unless you become a client. At that point, your information may be shared, only as necessary, with:

Insurance companies
Investment companies
Lawyers or accountants
Other service providers, only to fulfill your financial planning needs

All sharing is done with your consent and in accordance with regulatory requirements.

5. Cookies and Analytics

We use cookies and third-party analytics tools to understand how visitors interact with our website. This helps us improve the user experience. You can disable cookies through your browser settings if you prefer.

6. No Sale of Personal Information

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

7. Accessing or Deleting Your Information

You may request access to, correction of, or deletion of your personal information by emailing us at mintedwm@gmail.com.

8. Geographic Scope

Our services are intended for residents of Canada only. We do not knowingly market to or collect data from individuals outside of Canada.

9. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us at:

Minted Wealth Management
Email: mintedwm@gmail.com