Privacy Policy 
This privacy policy (“Privacy Policy”) governs the manner in which Milestone Wealth Management Ltd. (herein, referred to as “Milestone”, “we”, “us” or “our”) collects, uses, maintains and discloses information collected from users (each, a “User” or “you”) of the website (the “Website”). This Privacy Policy applies to the Website and all online products and services offered by us. 
Personal identification information

Privacy legislation in Canada defines “personal information” broadly as any information about an identifiable individual such as name, age, contact information, ID numbers and income.    

We are responsible under applicable privacy legislation for the personal information in our possession or control.  This includes personal information we receive directly or indirectly from Users or others. We have established policies and procedures with the objective of protecting personal information and have appointed a Privacy Officer to oversee privacy matters for our firm.  Our Privacy Officer can be reached at:   
How do we collect personal information and what personal information do we collect?

We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our site and contact us through the site.   Users may be asked for, as appropriate, name, email address, mailing address, telephone number, or other types of contact information. Users may, however, visit our Website anonymously. We will collect personal identification information from Users only if they voluntarily submit such information to us.  Users can always refuse to supply personally identification information.  
Non-personal identification information

We may collect non-personal identification information about Users whenever they interact with our Website. Non-personal identification information may include the browser name, the type of computer and technical information about Users’ means of connection to our Website, such as the operating system and the Internet service providers utilized and other similar information. 
Our purposes for collecting and using personal information  

We may collect and use Users’ personal information for the following purposes:  
• To improve customer service. Information you provide helps us identify you and your preferences, thereby allowing us to respond to your customer service requests and support needs more efficiently.

• To improve our Website. We may use feedback you provide to improve our products and services.

• To run a promotion, contest, survey or other Website feature. To send Users information they agreed to receive about topics we think will be of interest to them.

• To send periodic emails or otherwise contact Users. We may use Users' contact information to send Users information and updates relating to the services we offer. It may also be used to respond to their inquiries, questions, and/or other requests. If User decides to opt-in to our mailing list, they will receive emails that may include company news, updates, related product or service information, etc. If at any time the User would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email or User may contact us via our Website. 
We will obtain a User’s consent to the collection, use and disclosure of personal information about the User, and the consent of other individuals where required by applicable privacy and anti-spam legislation.  We assume that an individual has consented to our reasonable collection and use of personal information consistent with the purposes for which the information was given, when the individual initiates contact with us, or voluntarily provides personal information to us.  We also assume that Users who use our services consent to the reasonable collection, use and disclosure of their personal information by us to facilitate the provision of such services. 
We do not collect, use or disclose personal information without consent unless authorized or required by law to do so.  
Limited collection, use, disclosure and retention

We collect personal information by fair and lawful means and, where appropriate, directly from the Users.  Wherever possible, we limit the amount of personal information we collect, use or disclose to that necessary and appropriate for the operation of our business.   
How we protect your information

We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorized access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data stored on our Website. 
Sharing your personal information

We do not sell, trade, or rent Users’ personal identification information to others. We may share generic aggregated demographic information not linked to any personal identification information regarding visitors and users with our business partners, trusted affiliates and advertisers for the purposes outlined above. We may use third party service providers to help us operate our business and Website or administer activities on our behalf, such as sending out newsletters or surveys. We may share your information with these third parties for those limited purposes provided that you have given us your permission. 
Changes to this Privacy Policy

We reserve the right to update this Privacy Policy at any time. When we do, we will post a notification on the main page of our Website and revise the updated date at the bottom of this page. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this Privacy Policy periodically and become aware of modifications. 
Your acceptance of these terms

By using this Website, you signify your acceptance of this Privacy Policy. If you do not agree to this Privacy Policy, please do not use our Website. Your continued use of the Website following the posting of any changes to this Privacy Policy will be deemed your acceptance of those changes. 
Anti-Spam Policy

We maintain a strict no-spam policy. If you receive unsolicited email from us, our vendors, or agents, please notify us via email at Include the offending email with all the headers intact. Please be aware that it is not uncommon for spammers to hide behind someone else's email account, as well as use mail servers that they do not own. 
We take privacy seriously

Milestone’s Chief Compliance Officer is responsible for ensuring that Milestone adheres to its Privacy Policy. The Chief Compliance Officer is responsible for training our employees in our privacy policies and for monitoring the fulfillment of our privacy commitments. We invite any User to contact him for any additional clarification desired. User wishing to review his or her personal information in our possession should send a written request to this effect to Milestone’s Chief Compliance Officer at the contact information provided below. 
Contacting us If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this site, please contact us at:

Last updated: March 28, 2020