Privacy Policy

Client Privacy Notice

 

Your privacy matters to us. Prairie Wealth Planning Consultants Ltd. (“Prairie Wealth”, “we”, “our”) is committed to protecting your personal information and handling it with transparency, respect, and care. This notice explains how we collect, use, and safeguard your information when you work with us.

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1. What Information We Collect

 

We collect only the information needed to provide financial planning and insurance services. This may include:

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• Contact information (name, address, phone, email)

• Date of birth and identification details

• Financial information (income, assets, liabilities, goals)

• Insurance information (coverage needs, beneficiaries, health details when required)

• Notes from meetings and communications

 

We collect information directly from you or from your authorized representatives, and from insurers or financial institutions with your consent.

 

2. How We Use Your Information

 

We use your information to:​

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• Prepare financial plans

• Provide insurance advice and submit applications

• Communicate with you

• Maintain accurate records

• Meet legal and regulatory requirements

 

We do not sell or trade your personal information.

 

3. How We Protect Your Information

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We use modern, industry‑standard safeguards to protect your information, including:

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• ​Multi Factor Authentication (MFA) on all systems 

• Encrypted cloud storage 

• Secure virtual desktops (Cloud PCs) for sensitive work

• Password management through 1Password

• No local storage of client data on personal devices

• Firewalls, anti malware, and secure networks

 

Physical safeguards in our office and remote work environments

 

4. Where Your Information Is Stored

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We use trusted cloud‑based systems to store and manage client information, including:

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• Microsoft 365 (Outlook, OneDrive, SharePoint)

• Wealthbox CRM

• Conquest Planning

• SideDrawer (secure client vault)

• Life Design Analysis

• QuickBooks Online (limited client information)

• DocuSign

• Zoom (virtual meetings)

 

Some service providers store data in the United States or other jurisdictions. Your information may therefore be subject to foreign laws. We review our service providers regularly to ensure they meet strong privacy and security standards.

 

5. Sharing Your Information

 

We share your information only:

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• with your consent

• with insurers, financial institutions, or service providers involved in your planning

• when required by law

 

We do not share your information for marketing purposes.

 

6. Your Rights

 

You have the right to:

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• request access to your personal information

• request corrections

• ask how your information is stored or shared

• withdraw consent (subject to legal limitations)

 

We respond to all requests within 30 days.

 

7. Privacy Breaches

 

If a privacy breach occurs that creates a real risk of significant harm, we will:

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• notify you as soon as possible

• inform the Office of the Privacy Commissioner of Canada

• take steps to reduce any potential harm

 

We maintain records of all privacy incidents as required by law.

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8. Cookie Notice

 

Our website uses cookies and similar technologies to improve your browsing experience and ensure the site functions properly.

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Types of Cookies We Use

Essential Cookies

 

Required for the website to operate (security, navigation, forms).

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Performance & Analytics Cookies

 

Used by tools such as Wix Analytics or Microsoft Clarity to understand how visitors use our site.
These do not identify you personally.

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Functional Cookies

 

Remember your preferences to improve your experience.

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Third‑Party Cookies

 

May be set by embedded tools such as:

• Zoom

• DocuSign

• Client login links

• Wix apps or widgets

 

Managing Cookies

 

You can block or delete cookies through your browser settings.
Disabling cookies may affect website functionality.