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Privacy Policy

Privacy Policy

Introduction

Secrets For Wealth (“we,” “our,” “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial consulting services and website. By using our services, you agree to the terms of this Privacy Policy.

 

Information We Collect

We may collect and process the following types of information:

  • Personal Identification Information: Name, email address, phone number, mailing address, and other contact details.
  • Financial Information:  Bank account details, financial statements, income details, investment portfolio, tax information, and other financial data. 
  • Usage Data: Information on how you interact with our website and services, including IP address, browser type, and browsing behavior.
  • Communications: Records of your communications with us, including emails, phone calls, and messages.

 

How We Use Your Information

We use the information we collect for the following purposes:

  • To Provide Services: To offer financial consulting, manage your accounts, process transactions, and provide customer support.
  • To Improve Services: To enhance our website, services, and user experience based on your feedback and interactions.
  • To Communicate: To send you updates, newsletters, and other information related to your financial interests and our services.
  • To Comply with Legal Obligations: To meet regulatory requirements and comply with applicable laws and regulations.

 

Sharing Your Information

We may share your information with third parties under the following circumstances:

  • Service Providers: With third-party vendors who assist us in providing services, such as payment processors, IT support, and marketing services.
  • Legal Requirements: When required by law or to protect our rights, we may disclose your information to authorities or legal entities.
  • Business Transfers: In the event of a merger, acquisition, or sale of our assets, your information may be transferred as part of the transaction.

 

Security of Your Information

We implement appropriate technical and organizational measures to protect your information from unauthorized access, loss, or misuse. However, no system can guarantee absolute security, and we cannot ensure or warrant the security of your information.

 

Your Rights

You have the following rights regarding your information:

  • Access: You can request access to the personal data we hold about you.
  • Correction: You can request corrections to any inaccurate or incomplete data.
  • Deletion: You can request the deletion of your data, subject to legal and contractual obligations.
  • Objection: You can object to the processing of your data under certain circumstances.
  • Data Portability: You can request a copy of your data in a commonly used format.

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

 

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. You can control the use of cookies through your browser settings. However, disabling cookies may affect the functionality of our website.

 

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new policy on our website and updating the effective date. Your continued use of our services after the changes take effect constitutes acceptance of the revised policy.

 

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

 

Secrets For Wealth

1337 Howe Ave, Sacramento, CA 95825

1831 Culver Ave, Regina, Saskatchewan S0G 5K0, Canada 

Email: [email protected]

Phone: 800-547-5908

Thank you for trusting Secrets For Wealth with your financial consulting needs. Your privacy is of utmost importance to us.