Privacy Policy
Venn Wealth Partners Inc.
Our Commitment to Your Privacy
Venn Wealth Partners Inc. is committed to protecting the privacy and confidentiality of personal information entrusted to us by our clients and visitors to our website.
We collect, use, and disclose personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and the Alberta Personal Information Protection Act (PIPA).
Information We Collect
We may collect personal information in several ways, including when you:
• become a client
• complete forms or applications
• contact us by email or through our website
• subscribe to communications or request information
Personal information may include:
• name and contact information
• financial and personal information required to provide financial planning or insurance services
• information relating to your financial objectives or insurance needs
Website Information
When you visit our website, certain technical information may be collected automatically. This may include:
• IP address
• browser type
• device type
• pages visited on the website
• date and time of website access
This information helps us improve the functionality and security of our website.
Cookies and Analytics
Our website may use cookies or analytics tools to better understand how visitors interact with the site.
Cookies are small data files stored on your device that help improve website functionality and user experience.
You may disable cookies through your browser settings, although doing so may affect how certain features of the website function.
How We Use Personal Information
Personal information may be used to:
• provide financial planning and insurance advisory services
• respond to inquiries or service requests
• communicate with clients regarding their policies or accounts
• comply with legal and regulatory obligations
• improve the services and information we provide
Disclosure of Personal Information
Personal information may be shared with third parties where necessary to provide services, including:
• insurance companies or product providers
• managing general agencies (MGAs) that administer insurance products
• service providers assisting in policy administration or recordkeeping
• regulatory authorities where required by law
We do not sell personal information to third parties.
Use of Technology and Service Providers
To provide services efficiently, Venn Wealth Partners Inc. may use secure technology platforms and service providers such as:
• client relationship management systems
• financial planning software
• secure document storage systems
• communication and compliance platforms
These service providers may process or store personal information on our behalf.
Storage of Information Outside Canada
Some service providers used by Venn Wealth Partners Inc. may store or process information on servers located outside of Canada. In such cases, personal information may be subject to the laws of the jurisdiction in which it is stored.
We take reasonable steps to ensure service providers maintain appropriate safeguards to protect personal information.
Protection of Personal Information
We maintain physical, technological, and administrative safeguards designed to protect personal information from unauthorized access, use, disclosure, or loss.
Your Privacy Rights
You have the right to request access to personal information we hold about you and to request corrections where necessary.
Requests regarding personal information can be directed to our office.
Contact Information
If you have questions regarding this Privacy Policy or how your personal information is handled, please contact:
Venn Wealth Partners Inc.
Email: venn@vennwealth.ca
If concerns cannot be resolved, you may contact:
• Office of the Privacy Commissioner of Canada
• Office of the Information and Privacy Commissioner of Alberta
Policy Updates
This Privacy Policy may be updated from time to time to reflect changes in our practices or applicable laws. The most current version will always be available on this website.