We use cookies and similar technologies to run the Wealth Navigator website, understand aggregate site performance, and support actions such as enquiry or discovery-call requests. You can control non-essential cookies through your browser settings and by contacting us at the address below.
1. Scope of this policy
This Cookie Policy explains how Wealth Navigator (“Wealth Navigator,” “we,” “us,” or “our”) uses cookies and similar technologies on getwealthnavigator.com. It should be read together with our Privacy Policy, which explains how we collect, use, disclose, retain, and protect personal information.
Our website is intended for business professionals, including financial advisors, advisory practices, and related firms researching marketing services. It is not directed to children or to consumers seeking financial advice.
2. What cookies and similar technologies are
Cookies are small text files stored on your device when you visit a website. They can help a site remember preferences, maintain security, measure traffic, and understand how pages are used. Similar technologies include local storage, session storage, pixels, tags, beacons, and server logs. In this policy, we use “cookies” to refer to cookies and these related technologies together.
3. The cookies we use
Essential cookies
Essential cookies and related records are required to deliver the website and keep it reliable. They may support page routing, load balancing, basic security, fraud prevention, form submission, error detection, and remembering choices that are necessary for the site to work. Because these technologies are needed to provide the website, we do not offer an in-site switch to turn them off. You can block them in your browser, but parts of the site may not work correctly.
Analytics and performance cookies
Analytics and performance technologies help us understand, in aggregate, how visitors arrive at the site, which pages are viewed, whether pages load reliably, and where visitors encounter errors. This helps us improve the website and assess whether our public marketing is reaching the right audience.
Depending on the tool used, analytics data may include your approximate region, device type, browser type, referring page, pages viewed, time of visit, and similar technical information. We use this information in summary form and do not use analytics cookies to build consumer financial profiles.
Scheduling, embeds, and communications
If we embed or link to scheduling, video, form, or communications tools, those providers may set their own cookies when you interact with the tool. For example, a scheduling provider may use cookies to run its booking flow, remember session information, or prevent misuse. These cookies are controlled by the third-party provider and are subject to that provider’s own privacy and cookie terms.
Advertising and cross-site tracking
As of the date above, the public site code we maintain does not include advertising pixels or cross-site advertising cookies. If we add advertising, retargeting, or similar tracking technologies in the future, we will update this policy and provide any consent or control options required by applicable law.
4. Third-party service providers
Some cookies or similar technologies may be set by service providers that help us host the site, secure it, measure aggregate usage, process forms, manage communications, or schedule meetings. We ask service providers to use information only for the services they provide to us, but their own processing may also be governed by their privacy notices.
Some providers may process data outside Ontario or Canada. For more information about service providers, international processing, and your privacy rights, see our Privacy Policy.
5. Consent and controls
Under Canadian privacy guidance, consent should be meaningful: people should be able to understand what information is collected, the purposes for collection, and the available choices. We treat cookies that are necessary to provide the website differently from optional analytics or similar technologies.
Where consent is required for a non-essential cookie, we will seek it through the interface or process available at the time. You may withdraw consent to optional processing by changing your browser settings, clearing cookies, using any consent control we make available, or contacting us at info@getwealthnavigator.com.
6. Browser controls
Most browsers let you accept, block, delete, or limit cookies. Browser controls are usually the most direct way to manage cookies on this site. Blocking all cookies may affect website functionality, and deleting cookies may also remove preferences or records of choices you previously made.
7. Do Not Track and global privacy signals
Some browsers or extensions send “Do Not Track” or global privacy signals. There is not yet one Canadian standard that tells all websites how to interpret every signal in the same way. Where a signal is legally required or technically supported by the tools we use, we will treat it as an opt-out request for non-essential cookies or similar tracking. Otherwise, please use your browser cookie controls or contact us directly.
8. Changes to this policy
We may update this Cookie Policy if our website, service providers, legal obligations, or cookie practices change. When we do, we will revise the “Last updated” date above. If a change is material, we will provide notice in a way that is appropriate to the change.
9. Contact us
Questions about this Cookie Policy or our use of cookies can be sent to info@getwealthnavigator.com.