Who we are
This website is operated by Valentra Wealth, an insurance and financial protection practice based in Ontario, Canada. You can reach us at hello@valentrawealth.com or (647) 989-9676.
Information we collect
When you request a review or contact us, we collect the details you provide, which may include:
- Your name, email address and phone number;
- Your province and preferred contact time;
- The topic you would like help with and any message you send us;
- Basic technical and marketing attribution data collected automatically, such as the page you arrived on, campaign parameters in the link you followed, your IP address and your browser type.
We do not ask for medical or financial details through this website. Those are only collected later, with your consent, as part of a formal application.
How we use your information
We use your information to:
- Respond to your request and arrange your consultation;
- Provide the guidance and services you ask for;
- Meet our legal, regulatory and record-keeping obligations;
- Improve our website and communications.
We do not sell your personal information, and we do not share it for unrelated marketing.
Sharing your information
We share your information only as needed to serve you: with service providers who help us operate the practice, such as email delivery, scheduling and client-management tools, and with the insurers or managing general agencies through whom a product is arranged, if and when you choose to apply.
Some of these providers process data outside Canada, which means the information may be subject to the laws of that country. We require providers to protect it to a comparable standard.
Cookies and analytics
This site uses only what it needs to function, and analytics to understand which pages are useful. It does not run advertising trackers. You can block or delete cookies in your browser settings without losing access to any part of the site.
Your rights
Under applicable Canadian privacy law, including the Personal Information Protection and Electronic Documents Act (PIPEDA), you may request access to, correction of, or deletion of your personal information, and you may withdraw consent to marketing communications at any time. To make a request, contact us at hello@valentrawealth.com. We will respond within the timeframe the legislation requires.
Data retention & security
We keep personal information only as long as necessary for the purposes described above, or as long as insurance and financial record-keeping rules require, after which it is securely destroyed. We use reasonable administrative, technical and physical safeguards to protect it, including encrypted transmission and access limited to those who need it.
Changes to this policy
We may update this policy from time to time. The date at the top of this page shows when it was last revised.
Contact
Questions or concerns about this policy, or about how your information has been handled? Email hello@valentrawealth.com. If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner of Canada.