Privacy Policy

Privacy Policy
Integrated Wealth Management (IWM) takes your privacy seriously and use the following practices and standards to safeguard and handle personal information.

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 provide access to web site content, register for events or respond to inquiries. We also use your Personal Information to communicate information about our products and/or services; or notify you about new content at our site or events. Communications will be relevant and focused on investment and wealth management topics. 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 verify with these partners whether 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.

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


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 information on third party web sites for convenience we do not maintain or control. These links to third party content 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 to advice you, please Contact Us to let us know how we can be of assistance.

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 of 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 may result in legal action.

IWM owns or has obtained the right to use trademarks used regarding the goods and services provided. The trademarks are protected by Canadian and foreign trademark laws. All rights reserved.