Privacy Policy

Insight Planning Wealth Management ("Insight Planning", "we", "our", or "us") is committed to protecting your privacy and safeguarding the personal information entrusted to us in accordance with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA).

Information We Collect

We may collect limited personal information when you:

  • Contact us through the website
  • Subscribe to receive communications or resources
  • Book a meeting or request information

This information may include your name, email address, phone number, and any details you choose to provide.

Like most websites, we may also automatically collect certain technical information such as:

  • IP address
  • Browser type and device information
  • Pages visited and time spent on the site
  • Cookies or analytics data used to improve website performance

How We Use Information

We use collected information to:

  • Respond to inquiries or meeting requests
  • Provide requested resources or communications
  • Improve our website and client experience
  • Meet legal and regulatory requirements

We do not sell personal information to third parties.

Third-Party Services

We may use trusted third-party providers for:

  • Website analytics
  • Email communications
  • Scheduling or client relationship management

These providers are required to protect personal information in accordance with applicable privacy laws.

Cookies

Our website may use cookies or similar technologies to understand usage patterns and improve functionality. You can adjust your browser settings to decline cookies if preferred.

Safeguards

We maintain appropriate administrative, technical, and physical safeguards to protect personal information from loss, misuse, or unauthorized access.

Access and Questions

You may request access to or correction of your personal information, or ask questions about our privacy practices, by contacting support.