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Wohlstand / Privacy Policy

Privacy Policy

How Wohlstand Financial collects, uses, stores, and protects your information.

Effective Date

This Privacy Policy describes how Wohlstand Financial Inc. handles personal information collected through our website, communications, and advisory relationships.

Information We Collect

We may collect personal information that you voluntarily provide, including your name, email address, phone number, and any information you submit through forms or direct communications.

We may also collect limited technical information such as browser type, device information, pages visited, and approximate usage activity to help us improve the website experience.

How We Use Information

  • To respond to inquiries and provide requested information about our services.
  • To schedule consultations and maintain client communication.
  • To improve our website, content, and user experience.
  • To meet legal, regulatory, and compliance obligations when applicable.

Information Sharing

We do not sell your personal information. Information may be shared only where necessary with service providers, compliance partners, or professional advisors supporting our operations, and only to the extent reasonably required.

Data Security

We take reasonable administrative, technical, and organizational measures to protect personal information from unauthorized access, misuse, loss, or disclosure. However, no electronic transmission or storage method can be guaranteed to be completely secure.

Third-Party Links

Our website may contain links to third-party websites or platforms. We are not responsible for the privacy practices, policies, or content of external sites.

Your Choices

You may contact us to request updates or corrections to personal information you have submitted through this website. Where applicable, you may also request that we no longer use your information for follow-up communication.

Contact

For privacy-related questions, please contact Wohlstand Financial Inc. at info@wohlstandfinancial.com or call +1 416-831-1961.

Wohlstand Financial Inc.

Independent wealth and insurance solutions.

The information provided is for educational purposes only and does not constitute financial advice. Securities offered through licensed advisors.
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