Legal / Privacy

1. Our Commitment to Privacy

Herr Wealth Advisory ("we," "us," or "our") is committed to protecting the privacy and confidentiality of the personal information of visitors to our website, www.herrwa.com (the "Site"). We take your privacy seriously, and discretion is a cornerstone of our practice. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our Site, including any information you provide through our contact form.

This policy applies specifically to information collected via this website. It does not apply to information collected offline or through other means, including information collected once you become a client (which is governed by separate agreements and privacy notices).

2. Information We Collect

We collect information in the following ways:

Information You Provide Voluntarily:

Contact Information: Such as your name, email address, and phone number, provided when you fill out our website contact form to request that we reach out to you.

Information Collected Automatically:

Technical Information: Such as your Internet Protocol (IP) address, browser type, and operating system. This information is collected automatically when you access our Site through standard server logs.

We do not use cookies for tracking or collecting personal information on our Site beyond standard server operations. We do not collect payment information through this Site.

3. How We Use Your Information

We use the information collected via the Site for the following purposes:

1) To Respond to Your Inquiries: To use the contact information you provide to reach out to you based on your request submitted through our contact form and provide information about our financial planning services.

2) To Send Occasional Communications: We may use your contact information to send you occasional updates or information about our services that we believe may be of interest to you. Any such communications will comply with applicable laws (like CASL), including providing means to unsubscribe.

3) To Maintain and Improve the Site & Analyze Traffic:

To use technical information like IP addresses for internal purposes such as:

  • Administering the site and ensuring it functions correctly.
  • Tracking inbound website traffic patterns for data analysis and reporting.
  • Monitoring for security threats.
  • Gathering broad demographic information for aggregate use to understand our audience and improve the Site experience.

4. Consent

By using our Site, you consent to the automatic collection of technical information like your IP address and its use for site maintenance and traffic analysis as described above. By providing your personal contact information through our website contact form, you consent to the collection and use of this information for the specific purpose of allowing us to contact you as requested and potentially sending occasional relevant communications about our services. You can withdraw consent for communications at any time by contacting us or using unsubscribe mechanisms provided.

5. Sharing Your Information

We do not sell, trade, rent, or otherwise share your personal information collected through this Site with any third parties. Your information, including automatically collected technical data like IP addresses used for traffic analysis, is used exclusively by Herr Wealth Advisory for the purposes outlined above.

6. Data Security and Storage

We implement appropriate technical and organizational security measures designed to protect the security of any personal information we process, including contact details and technical data like IP addresses. The information collected through our Site contact form and standard server logs is stored securely within encrypted databases located in Canadian data centers.

However, please remember that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

7. Data Retention

We will only retain the personal information collected via the Site contact form and the automatically collected technical data for as long as necessary to fulfill the purposes for which it was collected. Contact information is typically retained until the inquiry is resolved and a reasonable period thereafter, unless you engage further with our services or applicable laws require longer retention. Technical data like IP addresses used for traffic analysis may be retained for a limited period for security and analytical purposes as required for site operation and then aggregated or anonymized.

8. Your Privacy Rights

Under applicable privacy laws (like PIPEDA), you generally have the right to:

  • Access Your Information: Request access to the personal information we hold about you that was collected via the Site.
  • Correct Your Information: Request correction of inaccurate or incomplete personal information we hold about you that was collected via the Site.
  • Withdraw Consent: Withdraw your consent for ongoing communication (e.g., via unsubscribe links or direct contact).

Exercising rights related to automatically collected technical data like IP addresses may be limited due to the nature of the data and its storage (e.g., aggregated or anonymized logs). To exercise rights regarding information submitted specifically through the website contact form, please contact us using the details below. Please note this process is separate from managing personal information held as part of a client relationship, which follows different procedures outlined in your client agreements.

9. Children's Privacy

Our Site is not intended for use by individuals under the age of 18 (or the age of majority in their jurisdiction). We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected personal information from a child, we will take steps to delete such information promptly.

10. Policy Updates

We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Last Updated" date and will be effective as soon as it is accessible on the Site. We encourage you to review this Privacy Policy frequently to be informed of how we are protecting your information.

11. Governing Law

This Privacy Policy and our privacy practices are governed by the laws of Canada, including the Personal Information Protection and Electronic Documents Act (PIPEDA), and the applicable laws of the Province of Ontario, without regard to its conflict of law principles.

12. Contact Us

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

Herr Wealth Advisory

info@herrwa.com