Privacy Policy
TWealth Advisory Inc. is committed to protecting the privacy and confidentiality of our clients’ personal
and business information. This Privacy Policy outlines how we collect, use, disclose, and safeguard client
information in compliance with applicable laws and professional standards, which reflects our
commitment to maintaining the trust and confidence of our clients.

1. Information We Collect
Depending on the nature and circumstances of our engagement, we may collect certain personal and
business information for the purposes of providing services to the client. We only collect client
information that is necessary for the purposes identified. We will typically collect client information
directly from the client; however, sometimes we may collect client information from a third party, such
as financial or legal advisors.
We ask for consent to collect, use or disclose client information, except in specific circumstances where
collection, use or disclosure without consent is authorized or required by law. The client consent may be
implied, deemed or express. Implied consent can be reasonably inferred from the client’s action (e.g.
make a payment) or inaction (e.g. not opt out). Express consent can be given orally, electronically or in
writing. The client may withdraw consent to the use or disclosure of client information at any time,
unless the client information is necessary for us to fulfill our legal obligations.
We will not collect identifiable client information for access to our websites or Apps unless the client set
up an online account with us; however, we may use cookies or other technologies to collect and store
certain personal information to enhance clients’ experience. The information thus collected is generally
anonymous statistical data that are kept separately from personal identifiable information. The client
can control cookie settings through browser preferences.

2. How We Use Your Information
The client information we collect is used solely for the purposes of providing our services to the client
and will not be used for any other purposes, unless the client has consented otherwise or it is required
or permitted by law.
To provide our services effectively and efficiently, we may share client information with our employees,
contractors, consultants, affiliates and other parties who require such information to assist us with
managing our relationship with the client, or use client information in the normal course of our
business. If a party is granted access to client information, that party only have access on a confidential
basis to the extent necessary to perform its functions in a manner consistent with the use and disclosure
provisions of this Privacy Policy.

3. How We Protect Your Information

We implement robust security measures to ensure the confidentiality and integrity of client information
in a manner appropriate for the sensitivity of the information, and make every reasonable effort to
prevent any loss, misuse or disclosure of or unauthorized access to client information.
We retain client information only as long as is reasonable to fulfill the purposes for which the
information was collected or for legal or business reasons, and render client information non-
identifiable or destroy records of client information that is no longer needed.

4. Access to Client Information
Upon request, the client may, with certain legal restrictions, access and review his or her own client
information in a record in the possession of the firm. We reserves the right to refuse access to client
information in circumstances permitted by laws, including where providing access would reveal personal
information about a third party, reveal confidential business information, or the personal information be
subject to privilege.

5. Contact Us
We may update this Privacy Policy periodically to reflect changes in legal requirements or our practices.
The most current version will always be available on our website, and significant updates will be
communicated to clients directly.

If you have questions or concerns about our Privacy Policy or how client information is handled, please
contact us:

TWealth Advisory Inc.

10271 Shellbridge Way, Building 10, Unit 218

Richmond, BC, V6X 2W8

Email: info@twealth.net

Tel: 604.285.7175