Privacy Policy

Centerpointe Financials helps individuals, families, business owners and incorporated professionals in Ottawa and surrounding communities with financial planning and insurance-related conversations.

Centerpointe Financials is an organisation comprised of individuals associated with World Financial Group Insurance Agency, LLC and World Financial Group, Inc., but it is not an affiliated company of World Financial Group, Inc., WFGIA (in California dba World Financial Insurance Agency, LLC.), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., or WFG Insurance Agency of Puerto Rico, Inc. (collectively, “WFG”).

Insurance and investment products and services, where offered, are available only through appropriately licensed, registered or credentialed individuals and entities and may vary by province, provider, jurisdiction and client eligibility.

This policy applies to personal information collected through our website, online forms, assessment tools, email, phone, in-person meetings and related digital communications.

It does not replace any additional privacy notices that may apply to specific products, insurers, dealers, agencies or third-party platforms used to deliver services.

Depending on how you interact with us, we may collect:

We use personal information to:

Where required, we rely on your consent to collect, use or disclose personal information. Consent may be express or implied depending on the circumstances and the sensitivity of the information.

You may withdraw consent for optional marketing communications at any time by using unsubscribe links or contacting us. Withdrawal of consent may not affect information we need to retain for legal, regulatory or ongoing service reasons.

Consent is not a condition of purchasing a product or service unless the information is required to provide that product or service.

Our website may use cookies, pixels or similar technologies to operate the site, remember preferences, measure traffic and understand how content is used.

You can control cookies through your browser settings. Disabling certain cookies may affect site functionality.

Third-party platforms embedded on or linked from our site, such as booking widgets, maps, social media or analytics providers, may collect information according to their own privacy policies.

Interactive tools on this website, including calculators and readiness assessments, may store answers locally in your browser until you leave the page.

If you choose to submit contact information to receive a personalized report or follow-up, the information you provide — including scores, selected responses, tags or business details — may be transmitted to us and retained for follow-up, service delivery and internal record-keeping.

These tools are educational and do not themselves create a client relationship, product recommendation or advice relationship.

We do not sell your personal information.

We may share personal information with:

We take reasonable administrative, technical and physical safeguards designed to protect personal information against loss, theft, unauthorized access, disclosure, copying, use or modification.

No method of electronic transmission or storage is completely secure. Absolute security cannot be guaranteed.

We retain personal information only as long as reasonably necessary for the purposes described in this policy, or as required by law, regulation, professional standards or dispute resolution needs.

Subject to applicable law, you may request access to, or correction of, personal information we hold about you.

You may also ask questions about our privacy practices, withdraw optional marketing consent, or request that we update outdated contact details.

To make a request, contact us using the details below. We may need to verify your identity before responding.

Our website and services are intended for adults seeking financial and insurance information. We do not knowingly collect personal information from children through this website for marketing purposes.

Our website may link to third-party sites, tools or platforms. We are not responsible for the privacy practices or content of those third parties. Review their policies before providing personal information.

We may update this Privacy Policy from time to time. The “Last updated” date at the top of the page will change when revisions are posted. Continued use of the website after changes are posted means you acknowledge the updated policy.

If you have questions about this Privacy Policy or our handling of personal information, contact Centerpointe Financials at:

84 Centrepointe Drive, Ottawa, Ontario K2G 6B1

Phone: (613) 400-2952

Email: info@centerpointefinancials.com