Effective Date: January 1, 2025 | Last Updated: March 20, 2025
At PrismWealth Advisory Inc. ("we", "us", or "our"), we coordinate our corporate practices under the absolute standard of wealth preservation and discretionary security. This policy describes how we collect, store, and process personal data under the Personal Information Protection and Electronic Documents Act (PIPEDA) and in coordination with the Office of the Privacy Commissioner of Canada (OPC).
PrismWealth Advisory Inc., a registered Canadian financial advisory firm, is the controller of your personal data. For all inquiries regarding regulatory data protection, please contact us directly at [email protected].
We collect only the essential personal data necessary to establish secure wealth advisory relations, categorize into:
| Purpose | Information Category | Legal Basis (PIPEDA & Common Law) |
|---|---|---|
| Secure Consultation Provision | Inquiry form submissions, full name, secure email, goals. | Explicit Consent (Section 7(1) PIPEDA) |
| System Performance & Traffic Audit | Anonymized IP metrics, browser parameters. | Legitimate Commercial Interests |
| Compliance Verification | Record of cookie settings. | Legal Compliance with OPC guidelines |
We utilize advanced Google Consent Mode v2 protocols. Non-essential cookies, including analytics trackers, are blocked by default until explicit consent is given via our interface. You have the absolute right to revoke or amend your choices at any point by selecting the Cookie Settings link in our footer.
We hold all customer profiles on secure local Canadian storage clusters. Any required data transfers to external service providers under legal mandate conform to PIPEDA standard contractual clauses, ensuring zero-trust encryption.
You have the absolute right to access your stored data profile, request direct rectification, or demand total eradication of any records we hold. To file formal complaints, please contact us or write directly to the Office of the Privacy Commissioner of Canada (OPC).