Privacy Policy

At Sovereign Wealth CA (referred to here as "Sovereign", "we", or "us"), protecting the confidentiality and security of our high-net-worth clients' personal data is our primary commitment. This document explains how we collect, store, and process your information when you visit our website, use our advisory portal, or engage our services in Canada.

1. Data Protection Controller

The entity responsible for processing your personal data is Sovereign Wealth CA Consulting Inc.. For inquiries about this policy or to exercise your rights under Canadian PIPEDA standards, please contact our compliance desk at [email protected].

2. Scope of Policy

This policy covers all personal information collected through our online forms, digital portal, and communications with our advisory team. It does not apply to external websites or third-party platforms linked from our site.

3. Information We Collect

To provide exceptional service, we collect the following types of information:

• Directly Provided Information: Name, contact details, email address, secure telephone number, and financial relocation preferences submitted through our consultation forms.
• Automatically Collected Information: IP address, device type, browser settings, and page engagement metrics compiled through our secure, consent-based analytics.
• Third-Party Information: Regulatory and verification details necessary to comply with Canadian compliance and AML (Anti-Money Laundering) regulations.

4. Processing Purposes & Legal Grounds

We process your personal information strictly according to established Canadian legal standards. Below is a detailed view of our processing activities:

5. Consent & Google Consent Mode v2

We use Google Consent Mode v2 to respect your privacy preferences. When you first visit our site, our consent banner asks you to choose your preferences. No marketing, personalization, or analytics tracking will occur unless you explicitly grant permission. Your preferences are saved in your browser and can be updated at any time using the "Cookie Settings" link in our footer.

6. Data Sharing with Third Parties

We do not sell, lease, or distribute your personal information. We share your data only with trusted, secure providers who support our advisory operations (such as verified banking partners and compliance systems) or when required by Canadian regulatory authorities.

7. International Data Transfers

All client data is stored on secure servers located in Canada. When international transactions require cross-border data sharing, we use strict contractual agreements to guarantee the safety of your information.

8. Data Retention Periods

We keep your personal information only as long as necessary to fulfill the services you requested, or to meet Canadian legal, tax, and compliance retention requirements.

9. Your Privacy Rights

Under Canada's Personal Information Protection and Electronic Documents Act (PIPEDA), you hold the following rights:

• Access: The right to request copies of your stored data.
• Correction: The right to update inaccurate or incomplete information.
• Erasure: The right to request data removal when it is no longer needed for regulatory compliance.
• Complaint: The right to file an inquiry or complaint with the Office of the Privacy Commissioner of Canada (OPC).

10. Children's Privacy

Our advisory services are designed exclusively for adults. We do not collect personal information from individuals under the age of 14 in Canada without explicit parental consent.

11. Policy Updates

We update this policy occasionally to reflect changes in regulatory and operational standards. We encourage you to review this page regularly for the latest updates.