Privacy Policy

1. Introduction

Welcome to InvestWise ("we," "us," or "our"). We respect your privacy and are committed to protecting your personal data. This privacy policy explains how we collect, use, disclose, and safeguard your information when you visit our website at investwise.com, including any subdomains, or use our services.

Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access our website or use our services.

2. Information We Collect

Personal Information You Provide

We may collect personal information that you voluntarily provide to us when you:

• Register for an account
• Express interest in obtaining information about our services
• Participate in activities on our website
• Contact us with inquiries or feedback
• Subscribe to our newsletter or marketing communications
• Schedule a consultation or use our investment advisory services

The personal information we collect may include:

• Full name
• Email address
• Phone number
• Mailing address
• Financial information necessary for investment planning services
• Communication preferences
• Any other information you choose to provide

Information Automatically Collected

When you visit our website, we may automatically collect certain information about your device and usage patterns. This information does not personally identify you but may include:

• IP address
• Browser type and version
• Operating system
• Device information
• Pages visited and time spent on those pages
• Referring website addresses
• Click patterns and interactions with our website

3. How We Use Your Information

We use the information we collect for various business and service-related purposes, including to:

• Provide, maintain, and improve our services
• Process transactions and fulfill your requests
• Send administrative information, such as updates, security alerts, and support messages
• Respond to your comments, questions, and requests
• Communicate with you about our services, offers, and news that may be of interest to you
• Personalize your experience and deliver content relevant to your interests
• Monitor and analyze trends, usage, and activities in connection with our services
• Detect, investigate, and prevent fraudulent transactions and other illegal activities
• Comply with legal obligations and enforce our terms of service
• For any other purpose disclosed at the time you provide your information or with your consent

4. Sharing of Your Information

We may share your information in the following situations:

• Service Providers: We may share your information with third-party service providers that perform services on our behalf, such as web hosting, data analysis, payment processing, customer service, email delivery, and marketing assistance.
• Business Partners: We may share your information with business partners to offer you certain products, services, or promotions.
• Legal Requirements: We may disclose your information where required by law or if we believe that such action is necessary to (a) comply with a legal obligation, (b) protect and defend our rights or property, (c) prevent or investigate possible wrongdoing in connection with our services, (d) protect the personal safety of users of our services or the public, or (e) protect against legal liability.
• Corporate Transactions: We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.
• With Your Consent: We may share your information with third parties when you have given us your consent to do so.

5. Cookies and Similar Technologies

We use cookies and similar tracking technologies to track activity on our website and store certain information. Cookies are small data files placed on your device that allow us to remember you and your preferences.

The types of cookies we use include:

• Essential Cookies: These cookies are required for the operation of our website and enable you to use its features.
• Analytical/Performance Cookies: These cookies allow us to recognize and count the number of visitors and see how visitors move around our website. This helps us improve the way our website works.
• Functionality Cookies: These cookies enable our website to remember choices you make and provide enhanced features.
• Targeting Cookies: These cookies record your visit to our website, the pages you have visited, and the links you have followed. We may use this information to make our website and advertising more relevant to your interests.

You can set your browser to refuse all or some browser cookies or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of our website may become inaccessible or not function properly.

6. Data Security

We have implemented appropriate technical and organizational measures to protect the security of your personal information. However, please be aware that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

We will maintain your information for as long as necessary to fulfill the purposes outlined in this privacy policy unless a longer retention period is required or permitted by law.

7. International Data Transfers

We are based in Canada, and your information may be processed and stored in Canada and other countries where our service providers are located. These countries may have data protection laws that are different from the laws of your country.

By submitting your personal information to us, you consent to the transfer, storage, and processing of your information in countries outside of your country of residence, including the United States, which may have different data protection rules than those of your country.

8. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information, including:

• Access: You may request a copy of the personal information we hold about you.
• Correction: You may request that we correct any information you believe is inaccurate or incomplete.
• Deletion: You may request that we delete your personal information in certain circumstances.
• Restriction: You may request that we restrict the processing of your personal information in certain circumstances.
• Objection: You may object to the processing of your personal information in certain circumstances.
• Data Portability: You may request to receive a copy of your personal information in a structured, commonly used, and machine-readable format.
• Withdrawal of Consent: Where we rely on your consent to process your personal information, you have the right to withdraw your consent at any time.

To exercise any of these rights, please contact us using the information provided in the "Contact Us" section below. We will respond to your request in accordance with applicable law.

Marketing Communications

You can opt out of receiving our marketing communications at any time by clicking the "unsubscribe" link in our emails, or by contacting us using the information provided in the "Contact Us" section below.

9. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you are a parent or guardian and you believe that your child has provided us with personal information, please contact us so that we can take steps to delete such information.

10. Changes to This Privacy Policy

We may update our privacy policy from time to time. Any changes will be posted on this page, and the "Last Updated" date at the top of this policy will be revised accordingly. We encourage you to review this privacy policy periodically to stay informed about how we are protecting your information.

Your continued use of our website and services after any changes to this privacy policy constitutes your acceptance of the revised policy.

11. Contact Us

If you have any questions, concerns, or requests regarding this privacy policy or our privacy practices, please contact us at:

InvestWise
8257 Alize Lights Apt. 472
New Fostertown, PE P7H 2S0
Email: info@investwise.com
Phone: +1 (678) 847-5123