Privacy Policy
Philippe D’Astous is an Investment Advisor and is also licensed for the sale of insurance. All are registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the services and products discussed. The name of the entity being represented should correspond to the business being conducted. D’Astous Private Wealth and Philippe D’Astous Wealth Creation Inc. are separate legal entities.
D’Astous Private Wealth is an investment trade name of Designed Securities. Designed Securities is regulated by the Canadian Investment Regulatory Organization (https://www.ciro.ca/) and is a Member of the Canadian Investor Protection Fund (www.cipf.ca). Investment products are provided by Designed Securities and include, but are not limited to, mutual funds, stocks, and bonds. D’Astous Private Wealth Advisors and Designed Securities are not registered in all jurisdictions and therefore may not be able to effect transactions on behalf of individuals accessing this website.
Any advice given in respect of non-securities services is provided solely by registered advisors and not in their capacity as registrants of Designed Securities. CIPF coverage is available to CIRO Dealer Members and does not offer protection, within limits, on non-securities products not held by a Member. Non-securities-related business includes, without limitation, fee-based financial planning services, estate and tax planning, tax return preparation services, advising on or selling any type of insurance product, or any type of mortgage service. Accordingly, Designed Securities is not providing or supervising any of the above-noted activities, and you should not rely on Designed Securities for any review of non-securities services provided by D’Astous Private Wealth Advisors.
No information on this website shall be deemed as investment advice or a recommendation. The information provided may be gathered from sources believed to be accurate. This website is for informational and reference purposes only and is not intended to provide specific personalized advice, including but not limited to, investment, financial, legal, accounting, or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction where such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation.
The opinions expressed are those of the author and do not necessarily reflect those of Designed Securities. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. Content is accurate as of the date of publication and subject to change without notice.
By accessing links to external websites, you will be leaving this website. Designed Securities and D’Astous Private Wealth are not responsible for the information contained on these external websites. Content may not be reproduced or distributed without the consent of D’Astous Private Wealth.
1. Introduction
D’Astous Private Wealth is committed to protecting the privacy of visitors to our website www.dastousprivatewealth.ca. This Privacy Policy outlines how we collect, use, and protect your personal information when you visit our website or submit a contact form. By using this website, you consent to the data practices described in this policy.
2. Information We Collect
a. Personal Information:
When you submit a contact form on our website, we may collect the following personal information:
- Name
- Email address
- Phone number (optional)
- Any additional information you provide in the message field
b. Non-Personal Information:
We may collect non-personal information automatically through cookies, analytics tools, and tracking technologies, including:
- Browser type and version
- IP address
- Pages visited and time spent on the website
- Referring websites
3. How We Use Your Information
We use your personal information for the following purposes:
- To respond to inquiries submitted through our contact form
- To provide relevant information about our services
- To improve the functionality and performance of our website
We do not sell, rent, or share your personal information with third parties for marketing purposes.
4. Data Security
We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. While we strive to secure your personal information, no online platform can guarantee complete security.
5. Use of reCAPTCHA
Our contact form is protected by Google reCAPTCHA to prevent spam and automated submissions. By using the contact form, you agree to Google’s Privacy Policy and Terms of Service.
6. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites and recommend reviewing their privacy policies.
7. Cookies and Tracking
We use cookies and similar tracking technologies to enhance your browsing experience. You can adjust your cookie preferences through your browser settings.
8. Legal Basis for Processing
We process your personal information based on your consent when submitting the contact form and our legitimate interest in improving our services and website functionality.
9. Data Retention
We retain personal information only for as long as necessary to fulfill the purposes outlined in this policy or as required by law.
10. Your Rights
Depending on your location, you may have the following rights concerning your personal information:
- Access and review your data
- Request corrections or updates
- Request deletion of your data (subject to legal obligations)
11. Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The latest version will be posted on our website with the effective date.
12. Contact Us
For questions about this Privacy Policy or how we handle your personal information, please contact us at:
814, Main Street, Suite 203
Moncton, NB E1C 1E6
Canada
506-388-7664
Effective Date: JANUARY 15, 2025