Privacy Policy

Separate initial notice for new relationships — version meta-new-relationship-2026-10-20-v1. This notice describes the optional pilot for measuring eligible first registrations. It is presented before any registration made eligible for the pilot, followed by a separate Meta choice. Sending remains conditional on technical activation of the pilot, server-side checks and your Meta consent. Publishing this notice does not prove that tracking is active or that Meta has received an event. Reading this notice or creating an account does not activate Meta.

Previous accounts and registrations: no historical event will be sent. A recently created account does not make a previous relationship eligible, including an earlier newsletter or waitlist registration. This initial notice does not retroactively replace their policy or the notice-period commitment below; server-side checks exclude previous relationships found in our records without enrolling older accounts in this measurement.

A genuine choice: rejecting this option does not limit the free account. It remains denied by default. Previous Google, analytics or newsletter permission does not authorize Meta measurement. Only when the pilot is enabled, after eligibility is confirmed and separate Meta consent is given, we may send one confirmed-registration event to Meta Platforms, Inc. to measure and optimize our advertising.

Data and uses: the event includes registration confirmation and time, a random event identifier to prevent duplicates, IP address, browser information and, if available after consent, ad-click or browser-cookie identifiers. These details are not anonymous: Meta may match them to other information, including your activity or Meta account. Its terms also provide for uses to improve ad delivery and personalize features or content on and off its platforms. The event sends no email address, name, WealthWise account identifier, brokerage, holding, amount or budget data. No Meta pixel or SDK is embedded in the browser.

Processing outside Canada: Meta and its providers may process this information outside Quebec and Canada, including in the United States, the European Union or European Economic Area and other countries. Foreign authorities may have access under their laws. A prior assessment has examined this limited flow, contractual and technical safeguards, and residual risks; it guarantees neither the absence of risk nor hosting in Canada. See the Meta Business Tools Terms and Meta’s privacy policy.

Separate retention periods: the first-party cookies capi_fbc (an ad click, if available after consent) and capi_fbp (a random browser identifier) expire after a maximum of 7 days. The delivery ledger links the account to the event identifier, status, language and technical timestamps. It stores no IP address, browser information or advertising identifier. The ledger, separate minimal evidence of the initial notice, choice and withdrawal, and pseudonymous email fingerprints used to verify eligibility become eligible for erasure 30 days after server capture. These fingerprints are not anonymous and are not sent to Meta. These records are deleted at the next daily check, normally within 24 hours, or earlier upon account deletion. A failed check must be corrected and may delay erasure: we do not promise deletion at the exact minute of the thirtieth day. Meta’s Business Tools Terms provide for event-data retention of up to two years; this is not a promise that all matched or derived information is erased at that deadline.

Withdrawal and rights: from the signed-in application, open cookie preferences to reject or withdraw the Meta choice and delete these cookies from this device. Once withdrawal is confirmed by the server, future sends and retries for the account are blocked, including from other devices. On this public page, the button below manages available local choices, including Google; it does not by itself withdraw a Meta permission for an account. Withdrawal does not recall an event already transmitted or automatically delete data held by Meta. To withdraw permission without accessing the application, request access or erasure, or exercise a right concerning this data and consent evidence, email support@mywealthwise.ca; we will handle the request and pass it to the relevant recipient when necessary.