Privacy Policy

WealthNest 360 Advisors ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website mywealthnest360.ca or use our booking and contact tools.

We comply with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation in Canada. This policy is provided in accordance with the principle of openness and accountability.

Information you provide directly

When you book an appointment or contact us, we may collect:

• First and last name
• Email address
• Phone number
• Notes or details you choose to share about your inquiry
• Appointment type and selected time
• Your SMS consent preferences (transactional and/or marketing)

Information collected automatically

When you visit our site, we and our service providers may automatically collect:

• Pages visited, time on page, and referring URLs
• Approximate location (city/region) derived from IP address
• Browser type, device type, and operating system
• Anonymous identifiers used to measure site usage

We use the information we collect to:

• Schedule, confirm, and remind you of appointments
• Respond to your inquiries and provide the services you request
• Send transactional messages (appointment reminders, confirmations)
• Send marketing and promotional messages — only if you have provided consent
• Improve our website, content, and user experience
• Comply with legal, regulatory, and licensing obligations

We do not use your personal information for any purpose that is incompatible with the purposes for which it was collected without your consent.

We use cookies and similar technologies to operate the site and understand how it is used. These include:

• Analytics: We use Google Analytics 4 to understand visitor behavior in aggregate. Google may use cookies to collect this information. You can manage or disable cookies through your browser settings.
• Live chat widget: A third-party chat widget may be present on certain pages to allow you to contact us. The widget provider may set its own cookies in accordance with its privacy practices.
• Essential cookies: Required for the site to function correctly.

We do not sell, rent, or trade your personal information. We may share it only in the following limited circumstances:

• Service providers: We use trusted third parties to operate our booking system, calendar, live chat, and analytics. These providers process information on our behalf under appropriate data-protection terms.
• Legal compliance: When required by law, regulation, legal process, or licensing authorities.
• With your consent: For any other purpose, only with your explicit permission.

We retain your personal information only as long as necessary to fulfill the purposes described in this policy, comply with legal and regulatory record-keeping requirements, or resolve disputes. When your information is no longer needed, we securely delete or anonymize it.

Under Canadian privacy law, you have the right to:

• Access the personal information we hold about you
• Correct inaccurate or incomplete information
• Withdraw consent for marketing communications at any time
• Request deletion of your information, subject to legal record-keeping obligations

To opt out of marketing messages, reply STOP to any message or contact us using the details below. To exercise any other right, email us and we will respond within 30 days.

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Our website may contain links to third-party websites that we do not control. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.

If you have questions about this Privacy Policy or how we handle your personal information, please contact us:

• hello@mywealthnest360.ca
• (306) 914-6451
• 39 23rd St E, Unit 207, Saskatoon, SK