Privacy Policy
1. Accountability
Global Solutions Wealth Management Inc. is responsible for all personal information under its control. We operate under a fiduciary obligation and adhere to all applicable Canadian and international privacy and regulatory requirements governing the wealth management and advisory industry. All members of our team share responsibility for safeguarding client information, and we maintain internal policies, procedures, and controls to ensure compliance with regulatory standards.
2. Identifying Purposes
We collect, use, and disclose personal information only for purposes that a reasonable person would consider appropriate. These include delivering integrated wealth, tax, investment, legal, accounting, and estate planning services; complying with regulatory, legal, and tax obligations; establishing and maintaining client relationships; processing transactions; conducting due diligence and audits; communicating with clients; and improving our service delivery.
3. Limiting Collection
We collect only the information necessary to fulfill the purposes identified. Personal information is generally collected directly from clients but may also be obtained from third parties with client consent or as permitted by law.
4. Limiting Use, Disclosure, and Retention
Personal information will not be used or disclosed for purposes other than those for which it was collected, except with consent or as required by law. Information is retained only as long as necessary to fulfill purposes and legal requirements, and is securely destroyed, erased, or anonymized when no longer required.
5. Accuracy
We strive to ensure that personal information is accurate, complete, and up-to-date. Clients are encouraged to notify us promptly of any changes.
6. Safeguards
We use physical, organizational, and technological measures to protect personal information, including restricted access, encryption, secure storage, and confidentiality agreements with staff and subcontractors.
7. Openness
Information about our privacy practices is readily available on our website and upon request.
8. Individual Access
Clients have the right to request access to their personal information, subject to limited legal exceptions. Requests will be addressed within a reasonable time.
9. Consent
By engaging with Global Solutions, clients consent to the collection, use, and disclosure of their information as described in this Policy. Consent may be withdrawn, subject to legal or contractual restrictions, which may affect our ability to provide services.
10. Challenging Compliance
Clients with concerns about compliance may contact us directly. We will review inquiries and take measures to resolve issues in accordance with fiduciary and regulatory obligations.
11. Cookies and Website Tracking
Our website may use cookies, analytics, and tracking technologies to enhance user experience. Browser settings can be adjusted to refuse cookies, though some site features may be limited.
12. Cross-Border Data Transfers
Given our global platform, personal information may be stored or processed outside of Canada. While we take steps to protect information, it may be subject to the laws of the jurisdiction where it is processed.
13. Third-Party Links
Our website may contain links to external sites. Global Solutions is not responsible for the privacy practices of those sites and encourages clients to review their policies.
14. Children’s Privacy
Our services are intended for adults. We do not knowingly collect information from individuals under 18 without parental or guardian consent.
15. Changes to This Policy
This Policy may be updated periodically to reflect changes in practices, technology, or legal requirements. Updates will be posted on our website with the revised effective date.
16. Contact Us
Global Solutions Wealth Management Inc.
100 – 38 Fell Ave
North Vancouver, BC, V7P 0A3
Email: info@globalsolutionswealth.com
Website: www.globalsolutionswealth.com
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