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Privacy Policy

Last updated: July 9, 2025

At Waynera, we are committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

This policy complies with Canadian privacy laws including the Personal Information Protection and Electronic Documents Act (PIPEDA) and Google Ads data collection policies.

1. Information We Collect

1.1 Personal Information

We may collect the following types of personal information:

  • Contact Information: Name, email address, phone number, mailing address
  • Financial Information: Investment goals, risk tolerance, income information, investment experience
  • Professional Information: Employment details, occupation
  • Identification Information: Date of birth, government-issued identification numbers (when required for regulatory compliance)

1.2 Technical Information

When you visit our website, we automatically collect certain technical information:

  • Device Information: IP address, browser type, operating system
  • Usage Data: Pages visited, time spent on pages, referral sources
  • Cookies and Tracking Technologies: Information collected through cookies and similar technologies

2. How We Use Your Information

We use your personal information for the following purposes:

  • Service Provision: To provide investment advisory services and respond to your inquiries
  • Communication: To contact you about our services, appointments, and important updates
  • Regulatory Compliance: To meet legal and regulatory requirements in the financial services industry
  • Website Improvement: To analyze website usage and improve user experience
  • Marketing: To send you relevant investment insights and updates (with your consent)
  • Security: To protect against fraud and ensure the security of our services

3. Google Ads and Data Collection Compliance

We comply with Google Ads policies regarding data collection and user privacy:

  • We obtain explicit consent before collecting personal information through our website
  • We provide clear information about how data is used and shared
  • We implement appropriate security measures to protect collected data
  • We respect user rights regarding data access, correction, and deletion
  • We do not collect sensitive personal information without proper consent and security measures

4. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to:

  • Remember your preferences and settings
  • Analyze website traffic and user behavior
  • Improve website functionality and user experience
  • Provide personalized content and advertisements

You can control cookie settings through your browser preferences. For more details, please see our Cookie Policy.

5. Information Sharing and Disclosure

We may share your information in the following circumstances:

  • Service Providers: With trusted third-party service providers who assist in our operations
  • Regulatory Requirements: When required by law or regulatory authorities
  • Business Transfers: In connection with any merger, acquisition, or sale of assets
  • Consent: When you have given explicit consent for specific sharing
  • Legal Protection: To protect our rights, property, or safety, or that of others

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

6. Data Security

We implement appropriate technical and organizational security measures to protect your personal information, including:

  • Encryption of sensitive data in transit and at rest
  • Regular security assessments and updates
  • Access controls and authentication measures
  • Employee training on data protection practices
  • Secure data storage and backup procedures

7. Your Rights and Choices

Under Canadian privacy law, you have the following rights regarding your personal information:

  • Access: Request access to the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Withdrawal of Consent: Withdraw consent for certain uses of your information
  • Portability: Request a copy of your information in a portable format
  • Deletion: Request deletion of your information (subject to legal retention requirements)
  • Opt-out: Unsubscribe from marketing communications at any time

To exercise these rights, please contact us using the information provided in the "Contact Us" section below.

8. Data Retention

We retain your personal information only as long as necessary to:

  • Provide our services to you
  • Meet legal and regulatory requirements
  • Resolve disputes and enforce our agreements
  • Fulfill the purposes for which it was collected

Financial records and client information are typically retained for a minimum of seven years in accordance with Canadian financial industry regulations.

9. International Data Transfers

Your personal information is primarily stored and processed in Canada. If we transfer information outside of Canada, we ensure appropriate safeguards are in place to protect your information in accordance with Canadian privacy laws.

10. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete such information promptly.

11. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any material changes by:

  • Posting the updated policy on our website
  • Updating the "Last updated" date at the top of this policy
  • Sending email notification for significant changes (if you have provided consent)

Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.

13. Compliance with Google Ads Policies

This website and our data collection practices comply with Google Ads policies:

  • We provide clear and conspicuous privacy disclosures
  • We obtain appropriate consent for data collection and use
  • We implement security measures to protect user data
  • We respect user choices regarding data collection and advertising
  • We comply with applicable privacy laws and regulations

14. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

Waynera Privacy Officer

Email: [email protected]

Phone: +1 416-330-5214

Mailing Address:
100 King Street West, Suite 5700
Toronto, ON M5X 1C7
Canada

We will respond to your privacy-related inquiries within 30 days of receipt.

This Privacy Policy is effective as of the date listed above and applies to all information collected by Waynera through our website and services. By using our website or services, you acknowledge that you have read and understood this Privacy Policy.

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Contact Info

+1 416-330-5214

[email protected]

100 King Street West, Suite 5700
Toronto, ON M5X 1C7, Canada

© 2025 Waynera. All rights reserved. Investment advisory services provided subject to regulatory compliance.