Privacy

Privacy policy

CDA Wealth collects personal information only to provide insurance and financial advice, to place and service policies, and to communicate with you. We follow the Personal Information Protection and Electronic Documents Act (PIPEDA) and the privacy rules of the insurers we work with.

What we collect

Contact details, and the financial, health and family information needed to recommend and apply for coverage. Meeting notes and documents you share with us are stored so we can serve you over time.

How it is used and shared

Information is shared with insurers and our managing general agency only as needed to obtain quotes, apply for and administer policies. We do not sell personal information. Client pages are protected by a one-time email code, and each page is visible only to the client it was prepared for and to your advisor.

Your choices

You may ask to see, correct or delete the information we hold, subject to record-keeping rules that apply to licensed insurance agents. Contact us at parth.shah@preservewealthgroups.ca.

Last updated: September 2026.