Privacy Policy

Privacy Policy

Effective Date: May 22, 2025

Introduction

At Orca Wealth and Insurance Services Orca Wealth, your privacy is paramount. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in compliance with applicable Canadian privacy laws.

Information We Collect

We collect personal information to provide you with tailored financial and insurance services. This may include:

  • Personal Identification: Name, address, email, phone number, date of birth.
  • Financial Details: Income, assets, liabilities, investment objectives.
  • Health Information: For insurance underwriting purposes.
  • Government Identifiers: Such as Social Insurance Number (SIN), as required by law.

Information Sharing

We do not sell your personal information. We may share your information with:

  • Service Providers: Third parties assisting in delivering our services (e.g., insurance carriers, investment firms).
  • Legal Obligations: When required by law or regulatory authorities.

All third parties are contractually obligated to protect your information and use it solely for the purposes specified:

Data Security

We implement robust security measures to safeguard your personal information, including:

  • Physical security controls.

  • Electronic safeguards (e.g., encryption, firewalls).

  • Procedural protocols to prevent unauthorized access.

Your Rights

You have the right to:

  • Access your personal information held by us.

  • Request corrections to your information.

  • Withdraw consent for certain uses of your information, subject to legal or contractual restrictions..

To exercise these rights, please contact us using the information below.

Retention of Information

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law.

Changes to This Policy

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law.

Contact Us

For questions or concerns regarding this Privacy Policy or our data practices, please contact: