Privacy Policy
Effective Date: June 9, 2025

At Solid State Wealth, your privacy is important to us. We are committed to protecting the personal information you share with us in accordance with British Columbia’s Personal Information Protection Act (PIPA) and applicable federal laws.

1. Collection of Personal Information

We collect personal information to provide financial planning and investment advisory services. This may include:

• Name, address, and contact information
• Date of birth and identification details
• Financial information including assets, liabilities, income, and banking information
• Employment and tax information
• Investment preferences and risk tolerance
• Information about your dependents or beneficiaries

We collect information directly from you or through authorized representatives, online forms, or financial institutions with your consent.

2. Use of Personal Information

We use your personal information to:

• Deliver financial planning and investment services
• Verify identity and comply with regulatory requirements
• Communicate with you about your account or services
• Provide ongoing customer support and updates
• Analyze and improve our services

We will only use your information for the purposes identified at the time of collection or as permitted by law.

3. Consent

Your knowledge and consent are required for the collection, use, or disclosure of personal information, except where required or permitted by law. By providing us with your personal information, you consent to its use in accordance with this policy.

4. Disclosure of Personal Information

We do not sell your personal information. We may disclose it only when:

• Required by regulators, tax authorities, or law enforcement
• Sharing with affiliated financial institutions or insurance providers for service delivery
• Engaging trusted third-party service providers who support our business operations (e.g., IT support, data storage)

All third parties are required to protect your information in compliance with applicable laws.

5. Protection of Personal Information

We implement physical, technical, and administrative safeguards to protect your personal data from unauthorized access, loss, misuse, or disclosure. These include:

• Secure storage systems
• Restricted access to data
• Use of encryption and firewalls
• Employee confidentiality agreements

6. Retention of Information

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected and to comply with legal and regulatory requirements. When no longer needed, your data will be securely destroyed.

7. Access and Correction

You have the right to access your personal information and request corrections. To do so, contact our Privacy Officer in writing. We may require verification of identity before granting access.

8. Cookies and Website Tracking

We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small text files stored on your device to collect information about your visit and improve functionality.

We use the following services:

• Google Analytics: To collect anonymized data about user behavior—such as page views, time spent on the site, and geographic location—to help us analyze and improve our website’s performance.

• Google Ads: To run targeted advertising campaigns, measure ad performance, and enable remarketing. You may see our ads on other websites after visiting ours.

• Facebook Ads (Meta Pixel): To track conversions, optimize ad delivery, and create targeted audiences for advertising on Facebook and Instagram. This tool may collect information such as your IP address, device type, and browsing activity on our site.

These services may use cookies, pixels, or similar technologies to track your interactions on our website and other websites over time. While these tools may collect device or browser information, they do not identify you personally unless you provide your information directly to us through forms.

You can control or disable cookies through your browser settings.

9. Changes to this Privacy Policy

We reserve the right to update this policy from time to time. Any changes will be posted on our website with the updated effective date.

10. Contact Us

If you have questions, requests, or complaints regarding this policy or our privacy practices, please contact:

Privacy Officer
Solid State Wealth
Phone: 250‑300‑4826