At ZAI Wealth Management, a division of Zenith Advisory Inc. ("we", "us"), we know how important it is to protect your personal and financial information. As an advisory firm serving Canadian and internationally trained physicians, we treat what you share with us with professional confidentiality and care.
This policy explains how we collect, use, protect and handle your information, in line with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable privacy laws.
1. What information we collect
To build your corporate wealth plan and set up the products you choose, we collect personal information that identifies you as an individual or a business. This includes:
- Identity information: first and last name, date of birth, and government-issued identification.
- Contact information: personal and corporate mailing addresses, phone numbers and email addresses.
- Financial and practice information: corporate structure details, financial statements, billing history, assets, liabilities, and your Social Insurance Number (SIN) when the law requires it.
- Information from this website: details you enter when you book a call, complete the assessment or contact us.
2. How we use your information
We use your personal information only to meet our commitments to you and run our business:
- To design your Medical Professional Corporation (MPC) tax strategy and financial plan.
- To put your financial strategy in place with the financial institutions involved.
- To send you important regulatory updates, practice information and appointment details. You can unsubscribe from updates at any time.
- To meet our legal and regulatory obligations.
3. Who we share it with
We do not sell your personal information. We share it only:
- With the financial institutions your strategy is placed with.
- With service providers who help us run our business, such as scheduling, email and secure file storage tools.
- When the law or our regulators require it.
Some of these providers may store information outside Canada, where it may be subject to local laws.
4. How we protect it
We keep client files in secure, access-controlled cloud systems and limit access to the people who need it to serve you. We keep information only as long as needed for the purposes above or as the law requires.
5. Website analytics and cookies
zaiwealth.ca uses Google Analytics and cookies to understand how visitors use the site: which pages are viewed, for how long, and how visitors found us. This information is reported in aggregate and does not include your financial information. You can block cookies in your browser settings, or opt out of Google Analytics with Google's browser add-on.
6. Protection of minors
ZAI Wealth Management does not knowingly market to, or collect personal information from, anyone under the age of 13. If we learn that someone under 13 has sent us information without verifiable parental consent, we will delete it promptly.
7. Your rights
You can ask to see the personal information we hold about you, ask us to correct it, or withdraw your consent, subject to legal and contractual limits.
8. How to contact our Privacy Officer
For questions about this policy, or to request access to or correction of your information:
- Email: info@zenithadvisoryinc.com
- Phone: +1 (800) 647-8656
- Mailing address: Privacy Officer, ZAI Wealth Management, Unit 301, 39 23 St E, Saskatoon, SK S7K 0H6
If you're not satisfied with our response, you can contact the Office of the Privacy Commissioner of Canada.