Privacy Policy

Effective Date: March, 2025
Last Updated: June 2, 2025

Introduction

Welcome to Get Wealthed Up ("we," "our," or "us"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website getwealthedup.com, purchase our book, sign up for our newsletter, complete forms, request consultations, or otherwise interact with our services.

Please read this Privacy Policy carefully. By using our website or services, you consent to the collection and use of information in accordance with this policy.

Information We Collect

Information You Provide Directly

  • Contact Information: Name, email address, phone number, mailing address

  • Professional Information: Occupation, income level, investment experience

  • Communication Preferences: Newsletter subscriptions, communication preferences

  • Financial Information: For consultation purposes only, general financial goals and situation

  • Form Submissions: Information submitted through contact forms, consultation requests, and lead magnets

Information Collected Automatically

  • Usage Data: Pages visited, time spent on site, click patterns

  • Device Information: IP address, browser type, operating system

  • Cookies and Tracking: We use cookies and similar technologies to enhance user experience

Information from Third Parties

  • Social Media Platforms: When you interact with our content on Facebook, Instagram, LinkedIn, or other platforms

  • Email Service Providers: Engagement data from our email marketing campaigns

  • Analytics Services: Aggregated data from Google Analytics and similar services

How We Use Your Information

We use the information we collect for the following purposes:

Primary Business Purposes

  • Wealth Planning Consultations: To provide personalized financial strategy consultations

  • Educational Content: To deliver relevant financial education and Money Mansion strategy information

  • Book Sales and Fulfillment: To process and fulfill book orders

  • Customer Support: To respond to your inquiries and provide customer service

Marketing and Communication

  • Email Marketing: To send newsletters, educational content, and promotional materials

  • Lead Nurturing: To provide relevant follow-up information based on your interests

  • Webinar and Event Notifications: To inform you about educational events and workshops

  • Social Media Engagement: To respond to comments and messages on social platforms

Legal and Compliance

  • Regulatory Compliance: To comply with financial services regulations and licensing requirements

  • Record Keeping: To maintain records as required by law

  • Legal Protection: To protect our rights and comply with legal obligations

How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

Service Providers

  • Email Marketing Platforms: To deliver newsletters and marketing communications

  • Website Hosting and Analytics: To maintain and analyze our website performance

  • Payment Processors: To process book purchases and consultation fees

  • CRM Systems: To manage client relationships and follow-up communications

Professional Partners

  • Insurance Companies: When you request insurance quotes or consultations

  • Licensed Financial Professionals: For referrals or collaborative planning services

  • Legal and Tax Professionals: When appropriate for comprehensive financial planning

Legal Requirements

  • Law Enforcement: When required by law or legal process

  • Regulatory Authorities: To comply with financial services regulations

  • Legal Protection: To protect our rights, property, or safety

Your Rights and Choices

Access and Control

  • Email Preferences: You can unsubscribe from marketing emails at any time

  • Data Access: You can request access to the personal information we hold about you

  • Data Correction: You can request corrections to inaccurate information

  • Data Deletion: You can request deletion of your personal information, subject to legal requirements

Cookie Management

You can control cookies through your browser settings. Note that disabling cookies may affect website functionality.

Marketing Communications

You can opt out of marketing communications by:

  • Clicking "unsubscribe" in any marketing email

  • Contacting us directly at the information provided below

  • Updating your preferences in our communication center

Data Security

We implement appropriate technical and organizational measures to protect your personal information, including:

  • Encryption: Sensitive data is encrypted in transit and at rest

  • Access Controls: Limited access to personal information on a need-to-know basis

  • Regular Updates: Security measures are regularly reviewed and updated

  • Staff Training: Team members are trained on privacy and security practices

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law. Factors influencing retention periods include:

  • Active Engagement: Duration of your engagement with our services

  • Legal Requirements: Regulatory requirements for financial services records

  • Business Needs: Legitimate business purposes for retaining information

International Data Transfers

Our servers and central database are located in Canada. Some of our service providers may process your information in other countries. When we transfer personal information outside of Canada, we ensure appropriate safeguards are in place to protect your privacy in accordance with Canadian privacy laws.

Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children under 18. If we become aware that we have collected such information, we will take steps to delete it promptly.

Canadian Privacy Rights

Under Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws, you have the right to:

  • Know what personal information we collect and how it's used

  • Access your personal information in our records

  • Request corrections to inaccurate information

  • Withdraw consent for certain uses of your information

  • File a complaint with the Privacy Commissioner of Canada if you have concerns about our privacy practices

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by:

  • Posting the updated policy on our website

  • Sending an email notification to subscribers

  • Updating the "Last Updated" date at the top of this policy

Contact Information

If you have questions about this Privacy Policy or our privacy practices, please contact us:

Get Wealthed Up
Email: donny@mangosgroup.ca
Website: www.getwealthedup.com

For privacy-specific inquiries, please include "Privacy Policy" in your subject line.

Meta Forms Compliance

This privacy policy meets Meta's requirements for forms compliance. When collecting information through Meta platforms (Facebook, Instagram), we ensure:

  • Clear disclosure of data collection practices

  • Explanation of how information will be used

  • User consent mechanisms

  • Ability to access and control personal information

Consent

By using our website, submitting forms, or engaging with our services, you consent to the collection and use of your information as described in this Privacy Policy.