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Legal

Privacy Policy

Updated March 28, 2026. Version 2026-03-28.

1. Information we collect

We may collect the information you provide directly, such as your name, email address, household details, financial assumptions, and any files or data you upload into the service. We may also collect basic technical information needed to run the product securely and reliably.

2. How we use information

We use information to provide the service, maintain your account, support collaboration within a household, process requested features, detect abuse, improve the product, and comply with legal or security obligations.

3. Sharing and processors

We may share data with service providers that help operate the product, such as authentication, hosting, email delivery, analytics, or storage vendors. We do not sell your personal information. We only share data where reasonably necessary to provide the service, protect the platform, or meet legal requirements.

4. Retention and security

We retain information for as long as reasonably needed to provide the service, support your account, comply with legal obligations, resolve disputes, and enforce our agreements. We use reasonable administrative, technical, and organizational safeguards, but no online system is completely secure.

5. Cookies and analytics

The service may use cookies, local storage, or similar technologies to keep you signed in, remember preferences, and measure basic product usage. If analytics or similar tools are enabled, they are used to understand product performance and user experience.

6. Your choices and contact

Depending on applicable law, you may have rights to access, correct, or request deletion of certain personal information. To make a request or ask privacy questions, contact WealthRoute Canada at support@wealthroute.ca.

7. Updates to this policy

We may update this policy from time to time. The version shown in the application reflects the current draft in effect for signup and account creation.