Privacy Policy

SIA Wealth Management Inc. (“SIA Wealth Management,” “SIAWM,” “,” “we,” “us”) is committed to protecting your privacy.  Your privacy is very important, and we make it a priority. We are committed to protecting the privacy and accuracy of confidential information to the extent possible, subject to provisions of province and federal law collected through the website (“website”). Other than as required by laws that guarantee public access to certain types of information, or in response to subpoenas or other legal instruments that authorize access, personal information is not actively shared. Except as outlined in this privacy policy, as amended from time to time, we do not re-distribute or sell personal information collected. This Privacy Policy (“policy”) may be modified in the future, and we recommend checking the website from time to time to inform yourself of any changes to this policy.

User Consent

By visiting our website, you agree to the terms of this Privacy Policy and you expressly consent to the collection, use and disclosure of personal information in accordance with this policy. The term “personal information” is used throughout this policy to describe information that can be associated with a specific person and can be used to identify that person. We do not consider personal information to include information that has been anonymized so that it does not identify a specific person.

Data Retention & Geography

We retain your personal information and other data only as long as necessary to accomplish the business purpose for which it was collected or to comply with our legal and contractual obligations, and then securely dispose of that information. Your personal information may be stored and/or processed or otherwise used by or on behalf of SIAWM both inside the United States and Canada. Your personal information may be processed and stored in a country that has laws that are different from those in your jurisdiction, and where the government (e.g. the United States or Canada) may be able to obtain disclosure of your personal information under their local laws.

Information Collected

When you visit the website, we may collect usage data, analytics data using Google Analytics, your IP address, and standard web log information, such as the pages you accessed on the website. We may also collect certain geo-location information. If you do not agree to our collection of this information, you may not be able to use our services. When you register and open an account to use one of our services, we may collect the following and other information from you:

— Personal and other information such as your name, company, company information, title, e-mail address, telephone number, and business address.

— We record certain information and store it in log files when you interact with the website. This information may include IP or ID numbers, as well as browser type, Internet service provider, URLs of referring/exit pages, operating system, date/time stamp, information that you search for, your locale and language preferences, your mobile carrier, and system configuration information. We and our analytics providers, also collect and store analytics information when you use the website to help us improve our services and your experience.

— We may require additional information from you before permitting you to use our services to verify your identity or to manage risk and compliance throughout our relationship.

Use of Information Provided

Personal information submitted and usage data collected is used to deliver our products and services, manage your account, to provide you with news, updates, offers, and generation information, to manage your requests, and to contact you with the services and customer support you request. In addition, personal information or anonymous information may be used to perform statistical analysis of user behavior, identify usage trends, determine effectiveness or performance, marketing research, and to evaluate and improve our services, products, the products and services of our service partners, and your experience.

Any information provided through subscribing to newsletters, webinars, events, subscriptions, or other services may be shared with partners, advertisers, third-parties, companies associated, affiliated to, or related to SIAWM for the express purposes of providing and communicating information to you on selected financial products, research, and services. In any case where we might use an e-mail address for this purpose, you will be able to change your email settings in your Account Settings or you may unsubscribe to those emails using the unsubscribe link.  By registering for an account with SIAWM, you agree that SIAWM and/or its affiliated companies may contact you regarding account status, product information, changes to terms and conditions, to confirm registration, and other information related to SIAWM services and/or those of an affiliated company.


Sensitive personal information is not stored within cookies. SIAWM uses various technologies to collect information, including cookies that we save to your computer or mobile device. Cookies, site tags, and other similar technologies are small pieces of information transferred to and stored on your computer or device through your web browser or our applications to enable our systems to recognize your preferences and settings. We use cookies to improve and customize your experience; to allow you to access and use the platform without re-entering your username or password; and to count visits and understand which areas and features of the services are most popular. We may also associate the information we store in cookies with personal information you submit while. You can instruct your browser, by changing its options, to stop accepting cookies or to prompt you before accepting a cookie from websites you visit. If you do not accept cookies, however, you may not be able to use all aspects of our website and services.

External Site Responsibility

This website may contain links to other websites, advertisements, or third parties. Some of those websites may be operated by third parties. We provide the links for your convenience, but we do not review, control, or monitor the privacy practices of websites operated by others. These sites and services may have their own privacy policies or no policy at all, as such; we accept no liability for their policies. We recommend you review each website’s privacy policies and make your own conclusions regarding the adequacy of these websites.

Data Security

SIAWM makes every reasonable effort to protect the information in our care from loss, misuse, alteration, or destruction. Only authorized employees and clients have access to the data that we gather, and that access is limited by need and permission. All employees who have access to client data maintain the confidentiality of such information. However, no method of transmission over the Internet or method of electronic storage is 100% secure. Therefore, while we strive to use all commercially reasonable means to protect client information, we cannot guarantee absolute security.

Acceptance of these Terms

By using the website, you signify your acceptance of our Privacy Policy. If you do not agree to this policy, please do not use the site. Your continued use of the website following the posting of any subsequent changes to these terms, will mean that you have accepted such changes. You can change or update your information by contacting us at Questions regarding our privacy policy, your personal information, or request to delete can be directed to

Last Updated: August 20, 2021