Privacy Policy

Who we are

This website, ryanluwealth.ca, is operated by Ryan Lu, Wealth Advisor with iA Private Wealth Inc. In this policy, “we”, “us” and “our” mean Ryan Lu and his practice. This policy explains, in plain language, what personal information this website collects and how it is handled.

What we collect through this website

If you use the contact form, we collect the information you choose to give us:

• your name
• your email address
• your phone number
• your message, and anything you include in it

Please don’t include account numbers, Social Insurance Numbers or other sensitive financial details in the contact form. We’ll arrange a secure way to collect that information if it’s needed.

Why we collect it and how we use it

We use the information you send only to reply to your enquiry, for example to answer your question or to schedule an introductory consultation by phone or email. We do not sell, rent or trade your personal information.

How it is kept

Messages submitted through the contact form are delivered to Ryan by email. We take reasonable steps to protect your information, and we keep it only as long as needed to respond to you and to meet applicable legal and regulatory record-keeping requirements.

Hosting, cookies and analytics

This website is hosted by SiteGround, a third-party web hosting provider. Like most websites, our hosting provider automatically processes technical information such as your IP address, browser type and the pages requested, in order to deliver the site and keep it secure.

The website may use a small number of cookies that are needed for it to work properly and securely, for example to help protect it against automated or malicious traffic. We do not use cookies to show you advertising. If we add website analytics in the future, we will update this policy to describe them. You can control or delete cookies through your browser settings.

This website uses Google Fonts to display its typefaces, so your browser connects to Google’s servers to load them. Links to other websites, such as iA Private Wealth’s client login, market insights and financial calculators, are governed by those websites’ own privacy policies.

Your consent

By submitting the contact form, you consent to us using the information you provide to contact you about your enquiry, as described above. You can withdraw your consent at any time by letting us know using the contact details below.

Your rights: access and correction

Under Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA), you have the right to ask what personal information we hold about you, to access it, and to ask us to correct it if it is inaccurate or incomplete.

Contact us about privacy

iA Private Wealth’s privacy policy

For information about how iA Private Wealth handles personal information, see the iA Financial Group privacy policy, which iaprivatewealth.ca links to as its privacy policy: https://ia.ca/privacy-policy.

Changes to this policy

We may update this policy from time to time. The “Last updated” date at the top shows when it was last changed.