Privacy Policy

Effective Date: January 31, 2024

At Westcliff Asset Management (“Westcliff”, “we”, “us”, or “our”), we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, share, and protect your information when you interact with our website and services.

1. Information We Collect

We collect the following types of personal information:

  • Personal Details: Name, email address, phone number, mailing address.
  • Financial Information: Details about financial assets and investments.
  • Corporate Information: Information about corporations and their ownership structures.
  • Technical Information: Generic data such as IP addresses, browser types, and behavior collected through cookies and third-party tools.

2. How We Collect Information

We collect personal information through:

  • Website forms (e.g., contact forms, newsletter sign-ups, webinar registrations).
  • Marketing campaigns and communications.
  • Cookies and tracking technologies, such as Google Analytics and Facebook Pixel.
  • Third-party integrations for analytics and advertising.

3. How We Use Your Information

We use your personal information for the following purposes:

  • To communicate with you regarding our services, offerings, and updates.
  • To send marketing and promotional materials.
  • To analyze website traffic and user behavior to improve our website and services.
  • To provide personalized service offerings and investment opportunities.
  • To comply with legal obligations and ensure regulatory compliance.

4. Sharing Your Information

We do not sell or rent your personal information. However, we may share your information:

  • Within Our Sister Companies: HeyAddy Investments Inc., Finalyze CFO Services, Westcliff Corporate Finance, and Waverley Corporate Finance.
  • With Service Providers: For purposes of email marketing, CRM management, and website analytics, ensuring they adhere to strict confidentiality standards.

All data sharing is conducted in compliance with applicable privacy laws.

5. Data Storage and Security

We take reasonable measures to protect your personal information from unauthorized access, disclosure, or misuse. This includes:

  • Storing data on secure servers located in Canada.
  • Implementing encryption, access controls, and regular security audits.

6. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your browsing experience. This includes:

  • Tracking website traffic and user behavior through Google Analytics and Facebook Pixel.
  • Allowing social media plugins for sharing and engagement.

Cookie Preferences: You can manage or disable cookies through your browser settings. Note that disabling cookies may impact your experience on our website.

7. Your Rights

As a user, you have the right to:

  • Access and review the personal information we hold about you.
  • Request corrections to your personal information.
  • Opt-out of receiving marketing communications.
  • Request the deletion of your personal data, subject to legal and regulatory requirements.

To exercise these rights, please contact us at info@westcliffam.com.

8. Data Retention

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

9. Third-Party Integrations

Our website may include links or integrations with third-party services, such as Google Analytics and social media platforms. These third parties have their own privacy policies, and we encourage you to review them.

10. Regulatory Compliance

We comply with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable privacy laws. If you have questions or concerns about our compliance, please contact us.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal and regulatory reasons. The latest version will always be available on our website, and we encourage you to review it periodically.

12. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us:

Westcliff Asset Management
Email: info@westcliffam.com
Phone: 647-799-2264
Address: 5865 McLaughlin Road, Sutie 6A, Mississauga, ON

Thank you for trusting Westcliff Asset Management with your personal information. Your privacy matters to us, and we are committed to safeguarding it

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