Privacy Policy

1. Who we are

Armando Wealth Management ("the Firm", "we", "us") operates this website at armandowealth.ca. We are responsible for the personal information we collect through it. If you have questions about this policy or your information, contact us using the details in section 11.

2. Information we collect

We collect personal information that you choose to provide to us, primarily through our consultation request form and our guide / newsletter signup. This may include your name, email address, telephone number, the type of client you identify as, and any details you include in your message. We do not ask you to submit sensitive financial account information through this website, and we ask that you do not do so.

We may also automatically collect limited technical information — such as your browser type, device, and general usage of the site — through standard hosting logs and any analytics we use. This information is used in aggregate to keep the site secure and to understand how it is used.

3. How we use your information

We use the personal information you provide to: respond to your consultation request and arrange a meeting; send you the guide or occasional insights you asked to receive; follow up about our services where you have expressed interest; and meet our legal, regulatory, and record-keeping obligations. We use your information only for the purposes for which it was provided, or for closely related purposes you would reasonably expect.

4. Consent

By submitting a form on this website, you consent to our collecting and using your personal information as described in this policy. Where you sign up to receive our guide or insights, you consent to our contacting you for that purpose. You may withdraw your consent at any time (see section 7); withdrawing consent may limit our ability to provide certain services.

5. How your information is handled and shared

We do not sell, rent, or trade your personal information. We may share it only with trusted service providers who help us operate this website and communicate with you — for example, our form-handling provider and our email or hosting providers — and only to the extent needed to perform those services on our behalf. These providers may process or store data outside your province or outside Canada, in which case it is subject to the laws of that jurisdiction. We may also disclose information where required by law, regulation, or valid legal process.

6. How we protect your information

We maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information against loss, theft, and unauthorized access, use, or disclosure. This website is served over an encrypted (HTTPS) connection. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security. Please avoid sending confidential financial details through the general contact form or email.

7. Accessing, correcting, or removing your information

You have the right to access the personal information we hold about you, to ask that we correct it if it is inaccurate, and to ask that we delete it or stop contacting you. To make any of these requests — or to unsubscribe from our insights — contact us using the details in section 11, or use the unsubscribe link in any email we send. We will respond within a reasonable time as required by law.

8. Retention

We keep personal information only for as long as needed to fulfil the purposes described in this policy or as required by applicable law and our professional record-keeping obligations. When it is no longer needed, we take reasonable steps to securely delete or de-identify it.

9. Cookies and analytics

This website may use cookies or similar technologies to help it function and to understand site usage. You can set your browser to refuse cookies or to alert you when cookies are being sent; some parts of the site may not function as intended if you do. Any analytics we use are configured to collect usage data in aggregate rather than to identify you personally.

10. Changes to this policy

We may update this Privacy Policy from time to time. The revised version takes effect when posted on this page, with the "Last updated" date adjusted accordingly. We encourage you to review it periodically.

11. Contact us

To ask a question, exercise a privacy right, or make a complaint about how we handle your personal information, contact:

Armando Wealth Management
1 King Street West, Suite 4800
Toronto, Ontario M5H 1A1
· info@armandowealth.ca

If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner of Canada.