Privacy Policy

Effective Date: June 2026
Website: www.wealthwithdaniel.com
Business Name: WealthwithDaniel
Contact Email: daniel@wealthwithdaniel.com

1. Introduction

Wealth with Daniel respects your privacy and is committed to handling your personal information responsibly.

This Privacy Policy explains how we collect, use, store, disclose, and protect personal information when you visit our website, request information, submit a LinkedIn Lead Gen Form, book an introductory strategy call, subscribe to communications, or otherwise interact with us.'

By using this website or providing your information, you acknowledge the practices described in this Privacy Policy.

2. Information We Collect

We may collect personal information that you voluntarily provide to us, including:

Your name
Email address
Telephone number
Country or location
Professional role, company name, or business information
Information about your financial goals, investment interests, or planning needs
Approximate investable asset range
Information submitted through booking forms, contact forms, questionnaires, or LinkedIn Lead Gen Forms
Any other information you choose to provide when contacting us

We may also collect limited technical information automatically when you use our website, such as:

IP address
Browser type
Device type
Pages visited
Referring website or source
Date and time of your visit
Website interaction information

3. How We Use Your Information

We may use your personal information to:

Respond to your enquiries or requests
Arrange and manage introductory strategy calls
Assess whether our services may be relevant to your stated needs
Communicate with you about services, educational material, events, insights, or updates that may be relevant to you
Improve our website, communications, and marketing campaigns
Measure the effectiveness of advertising, including LinkedIn campaigns
Maintain internal records and comply with legal, regulatory, professional, and business requirements
Protect the security and integrity of our website and business operations

We do not use your information to make automated investment decisions or provide personalised investment advice solely through this website.

4. LinkedIn Lead Gen Forms and Advertising

Where you submit information through a LinkedIn Lead Gen Form, LinkedIn may provide us with information from your LinkedIn profile and any additional information you submit through the form.

We may use this information to contact you regarding your request, assess whether an introductory conversation may be appropriate, and provide relevant information about our services.

We may also use aggregated or anonymised advertising data to assess campaign performance, including form opens, submissions, clicks, and booked calls.

We do not sell LinkedIn lead information to third parties.

5. Cookies and Website Analytics

Our website may use cookies, analytics tools, pixels, or similar technologies to understand how visitors use the website and to improve website performance and marketing effectiveness.

These tools may collect technical and usage information such as browser type, device information, pages visited, traffic source, and general location information.

You can control or disable cookies through your browser settings. Please note that disabling cookies may affect certain website features.

6. How We Share Information

We may share personal information only where reasonably necessary, including with:

Service providers who help operate our website, booking platform, email systems, client relationship tools, analytics tools, or marketing systems
Professional advisers, including legal, accounting, compliance, and technology advisers
Regulatory authorities, law-enforcement agencies, or other parties where required by law, regulation, court order, or professional obligation
A successor entity in connection with a merger, restructuring, sale, or transfer of business assets

We do not sell, rent, or trade your personal information.

7. International Transfers

Our business, service providers, technology providers, and website platforms may operate in Canada, Trinidad and Tobago, the United States, or other jurisdictions.

As a result, personal information may be stored or processed outside your country of residence. Where this occurs, we take reasonable steps to use reputable service providers and appropriate safeguards consistent with the nature of the information and applicable law.

8. Retention of Information

We retain personal information only for as long as reasonably necessary to:

Respond to your request
Maintain business and communication records
Meet legal, regulatory, compliance, tax, or professional obligations
Resolve disputes
Enforce agreements
Support legitimate business operations

When information is no longer required, we will delete, anonymise, or securely dispose of it where reasonably practicable.

9. Security

We use reasonable administrative, technical, and organisational safeguards designed to protect personal information against unauthorised access, loss, misuse, alteration, or disclosure.

However, no internet transmission, website, or electronic storage system can be guaranteed to be completely secure. You provide information at your own risk.

10. Your Choices and Rights

Subject to applicable law, you may request to:

Access personal information we hold about you
Correct inaccurate or incomplete personal information
Withdraw consent for certain communications
Unsubscribe from marketing emails
Ask questions about how your personal information is handled

To unsubscribe from marketing communications, use the unsubscribe link in the relevant email or contact us at daniel@wealthwithdaniel.com.

Withdrawing consent will not affect the lawfulness of information processing that occurred before consent was withdrawn, and may limit our ability to provide certain information or services.

11. Financial Information and Investment Discussions

This website is intended to provide general information and facilitate introductory conversations.

Please do not submit sensitive account credentials, bank-account details, passwords, government identification numbers, brokerage account numbers, or other highly sensitive financial information through this website, LinkedIn forms, or unencrypted email unless specifically requested through an approved secure process.

Any discussion of financial goals, investable assets, investments, or planning needs is treated as confidential, but submission of information through this website does not by itself create an advisory, client, fiduciary, or contractual relationship.

12. Third-Party Links

Our website may contain links to third-party websites, platforms, or service providers. We are not responsible for the privacy practices, content, or security of those third-party websites.

You should review the privacy policy of any third-party website before providing personal information.

13. Children’s Privacy

This website and our services are not directed to children. We do not knowingly collect personal information from persons under the age of 18.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our website, services, legal requirements, or privacy practices.

The updated version will be posted on this page with a revised effective date. We encourage you to review this Privacy Policy periodically.

15. Contact Us

For questions, requests, or concerns regarding this Privacy Policy or your personal information, please contact:

Wealth with Daniel
Email: daniel@wealthwithdaniel.com

Website: www.wealthwithdaniel.com