Last Updated: February 25, 2025
Optimum Wealth Advisory Inc. ("we", "us", "our") is fully committed to maintaining the highest security protocols regarding the private files and identity elements of our global client network. This document sets out how we collect, store, and utilize personal details under Canadian regulatory frameworks.
Optimum Wealth Advisory Inc. operates secure consulting offices within Canada, providing private financial placement coordination. Our appointed Privacy Officer can be reached securely at: [email protected]. In keeping with corporate security policies, we do not display physical street addresses or phone numbers online to protect against social engineering threats.
This policy applies to all prospective and current client interactions via optimumwealth.ca, secure submission forms, corporate consultations, and any secondary data shared to coordinate your Canadian sovereign investment structures.
We process data across the following categories:
Under PIPEDA and Office of the Privacy Commissioner of Canada (OPC) standards, we process your information using the following legal bases:
| Purpose | Data Category | PIPEDA Legal Basis |
|---|---|---|
| Form Submission Handling | Name, Contact Details | Explicit Consent |
| Private Banking Setup | Asset Allocation Profile | Contract Fulfillment Support |
| Security Auditing | IP Footprints, Activity | Legitimate Protection Interest |
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We do not lease, trade, or sell our client lists under any circumstances. Personal profiles are shared only with major Canadian banks and relevant authorities when required to complete your immigration investments, or if demanded by a valid court order under Canadian jurisdiction.
We hold personal files only as long as necessary to fulfill our business agreements, address client needs, or comply with Canadian statutory tax and reporting requirements.
You hold complete rights to access, update, and request the deletion of your personal records. For inquiries, contact [email protected]. You also retain the right to lodge a formal complaint with the Office of the Privacy Commissioner of Canada (OPC).