Adwell Financial Services Inc.
Effective Date: December 1st, 2025

Adwell Financial Services Inc. (“Adwell,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable Canadian privacy laws.

This Privacy Policy explains how we collect, use, disclose, and safeguard personal information in the course of our commercial activities.

1. What Is Personal Information

“Personal information” means information about an identifiable individual, including but not limited to name, contact details, financial information, identification numbers, and other information required to provide our services.

2. Information We Collect

We may collect personal information through our website, communications, or business relationships, including:

  • Name, address, email address, and telephone number
  • Financial and credit-related information (as required for financial services)
  • Identification information required for compliance and verification
  • Information provided through website forms, emails, or inquiries
  • Technical information such as IP address and browser type (if applicable)

3. How We Use Personal Information

We collect and use personal information for purposes including:

  • Providing financial and related professional services
  • Responding to inquiries and communicating with clients
  • Assessing eligibility for products or services
  • Meeting legal, regulatory, and compliance requirements
  • Improving our website and services
  • Any other purpose for which consent is obtained or permitted by law

4. Consent

We obtain consent to collect, use, and disclose personal information, except where permitted or required by law. Consent may be express or implied, depending on the nature of the information and the purpose for which it is collected.

You may withdraw consent at any time, subject to legal or contractual restrictions and reasonable notice.

5. Disclosure of Personal Information

We do not sell personal information.

We may disclose personal information to:

  • Service providers and professional advisors who require the information to perform services on our behalf
  • Financial institutions, regulators, or legal authorities as required by law
  • Other parties with your consent or where permitted by law

All third parties are required to protect personal information in a manner consistent with this Privacy Policy.

6. Safeguards

We use reasonable administrative, technical, and physical safeguards to protect personal information against loss, theft, unauthorized access, disclosure, copying, or modification.

7. Retention of Personal Information

Personal information is retained only as long as necessary to fulfill the purposes for which it was collected, or as required by law.

8. Access and Correction

You have the right to request access to your personal information and to request corrections if it is inaccurate or incomplete, subject to limited legal exceptions.

Requests must be made in writing using the contact information below.

9. Website and Cookies

Our website may use cookies or similar technologies to enhance user experience and collect usage statistics. You may disable cookies through your browser settings; however, this may affect website functionality.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The most current version will always be available on our website, with the effective date noted above.

11. Contact Informaton

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

Privacy Officer
Adwell Financial Services Inc.
4277 Kingsway, Burnaby, BC, V5H 3Z2
Email: admin@adwellfinancial.com
Phone: 604-363-2333