Legal

Privacy Policy

Effective Date: July 14, 2026  ·  Last Updated: July 14, 2026

Wealth Continuum Blueprint ("we," "us," or "our") is committed to protecting the privacy and personal information of our clients, prospective clients, and website visitors. This Privacy Policy describes how we collect, use, disclose, and safeguard your personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable Canadian privacy legislation.

1. Information We Collect

We may collect the following types of personal information:

• Contact information — name, email address, phone number
• Financial information — approximate net worth, asset ranges, and financial situation as provided voluntarily through our assessment tools and intake forms
• Communication records — messages and inquiries submitted through our website contact forms
• Usage data — general website analytics such as pages visited and time spent on site (collected in aggregate, not linked to individuals)

We do not collect sensitive personal information such as Social Insurance Numbers, banking credentials, or government-issued ID through this website.

2. How We Use Your Information

The personal information you provide is used solely to:

• Respond to your inquiries and schedule consultations
• Assess whether our services may be a fit for your situation
• Communicate with you about our wealth management services
• Improve the content and functionality of our website

We do not sell, rent, or trade your personal information to any third parties.

3. Consent

By submitting information through our website forms, you consent to the collection and use of your personal information as described in this policy. You may withdraw your consent at any time by contacting us at the details provided below.

4. Disclosure of Information

We may share your personal information only in the following limited circumstances:

• Service providers — third-party tools that help us operate our website and communicate with you (such as our form processing provider, Formspree), who are bound by their own privacy policies
• Legal requirements — when required by law, regulation, or lawful government request
• With your consent — in any other circumstance where you have provided explicit consent

5. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, or as required by applicable law. Inquiry records are typically retained for a period of two years.

6. Security

We take reasonable technical and organizational measures to protect your personal information from unauthorized access, use, or disclosure. Our website uses HTTPS encryption for all data transmitted through our forms.

7. Third-Party Links

Our website may contain links to third-party websites (such as our booking platform). We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

8. Your Rights

Under PIPEDA, you have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Withdraw consent to the use of your personal information
• Lodge a complaint with the Office of the Privacy Commissioner of Canada

9. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our handling of your personal information, please contact us:

Wealth Continuum Blueprint
3990 Wildwood Drive, Windsor, ON N8N 0B6
Phone: (519) 737-1188 ext. 1
Email: marco.levesque@dfsin.ca

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This policy is subject to change. Any updates will be reflected on this page with a revised effective date. We encourage you to review this policy periodically.