Privacy Policy
Privacy Policy
Integrated Wealth Management (IWM) takes your privacy seriously and uses the following practices and standards to safeguard and handle personal information.
Consent
By providing your Personal Information at our site, you consent to our collection and use of your Personal Information and other information according to the terms of this Privacy Policy.
Use of Your Personal Information
We ask for your Personal Information to respond to inquiries (via email, call or SMS) on an individualized basis. We use your name and email address to provide access to web site content or register for featured events. We also use your Personal Information to communicate information via email about our products and/or services; or notify you about new content at our site or events. Communications will be relevant and focused on investments and wealth management topics; periodically we promote events and speakers about topics on economics and geopolitical issues. You can opt out of these communications at any time.
Sharing Information with Third Parties
IWM never sells your personal information to third parties.
IWM uses third party technology to host our web site and to communicate with you. We utilize well-reputed, third party software services to do so. To the best of our knowledge, they utilize industry standard security protocols to protect your information and use your data according to applicable privacy and data usage laws.
IWM may use third party contractors to manage our web site and communicate with web site users who share information at our site. As such, they will have access to your information but may only use it as directed by IWM and may only do so with software as described above.
Periodically IWM may invite portfolio or investment managers we partner with to participate in webinars we host. IWM may use your Personal Information to verify with partners if you have contacted them directly.
We may need to share your Personal Information if legally required, or in good faith, believe we must release the information to satisfy legal proceedings; or protect the safety of others such as site users, customers, employees or partners.
Security
No communication via the Internet can be guaranteed to be completely secure, but we take the utmost caution to protect the information you share with us.
Changes to Privacy Policy
We may revise this Privacy Policy periodically. These changes will be made to this statement on our web site and the effective date (noted below) will be updated.
Contact Us
Feel free to contact us regarding this Privacy Policy. Click here for our contact information.
Privacy Policy Last Updated: September 14, 2020
Legal
Exercise Caution
IWM shares information about wealth management, investments and market views on our site. This information is for educational purposes only. None of it should be construed as a recommendation for you to invest in any products or services or make use of specific strategies we share.
Some of the information on our site provides links to third party web sites for convenience which we do not maintain or control. Third party content we share should not be construed as endorsements by IWM of their products, services, advice or views.
Financial planning, investing and decision making is complex; and each individual’s situation is unique. We do not assume any responsibility for loss, or risk of loss, for decisions you make based on information viewed at our site.
Make sure to consult your advisors to assess suitability of investments or strategies given your individuals circumstances; or make use of multiple sources of research to come to your own conclusions with respect to financial decisions. Should you require a wealth management firm to advise you, please Contact Us to let us know how we can be of assistance.
Copyright
This site has been developed by IWM and its contents are the property of IWM. All information on this site is protected by copyright, trademark and other intellectual property laws. No person or entity may copy, reproduce, redistribute or republish content in any form without prior authorization by IWM. Feel free to link to our web site and if there is information you would like to repurpose in some way, just Contact Us. Failure to respect such laws results in bad karma and other actions to remedy the situation.
Trademarks
IWM owns, or has obtained, the right to use trademarks regarding the goods and services provided. The trademarks are protected by Canadian and foreign trademark laws. All rights reserved.
We can meet in person or via Zoom. Let’s get to know each other to see if we be of service to help you achieve your financial goals.
learning.
Receive instant access to our comprehensive Library of investments strategies, market views, financial advice and more.
