Terms & Conditions

Effective Date: 29-11-2024

Wealth Innovate("we," "our," or "us") is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you interact with our website or services.

1. Information We Collect

We collect personal information to provide accounting, bookkeeping, and related services. The types of personal information we may collect include:

  • Contact Information: Name, email address, phone number, mailing address.
  • Financial Information: Tax records, income details, banking information, and other financial data.
  • Identity Verification: Social Insurance Number (SIN), business registration details, or identification documents, as required by law.
  • Usage Information: IP addresses, browser types, and browsing data from our website, collected through cookies and similar technologies.

2. How We Use Your Information

We use your personal information for the following purposes:

  • To provide accounting, tax preparation, and financial services.
  • To communicate with you regarding your inquiries, appointments, or services.
  • To comply with legal and regulatory requirements.
  • To improve our website and services.