Privacy Policy

Last Updated: August 18, 2025

At McGuire Financial, we value your trust and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website at mcguirefinancial.ca (the “Website”), participate in our financial education programs, such as the Banker’s Secret Seminars, or engage with our services. By using our Website or services, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We collect personal information to provide our financial education services and facilitate referrals to qualified wealth management advisors. The types of information we may collect include:

• Personal Information: Name, email address, phone number, and mailing address, provided when you register for seminars, complete online forms (e.g., questionnaires), or contact us.
• Financial Information: General financial details (e.g., income range, net worth) provided voluntarily to assess eligibility for referral to wealth management advisors, such as Newport Private Wealth.
• Event Information: Details related to your participation in our Banker’s Secret Seminars or bootcamps, such as registration details, preferences, or feedback.
• Website Usage Data: Information about your interaction with the Website, including IP address, browser type, pages visited, and time spent, collected via cookies or similar technologies.
• Correspondence: Records of your communications with us, such as emails or inquiries, to provide support and improve our services.

2. How We Use Your Information

We use your personal information for the following purposes:

• To provide and manage our financial education services, including registering you for Banker’s Secret Seminars or bootcamps.
• To assess eligibility and facilitate referrals to Newport Private Wealth or other third-party wealth management advisors.
• To communicate with you about our services, events, or updates, including responding to inquiries and sending promotional materials (with your consent, where required).
• To improve our Website and services by analyzing usage data and feedback.
• To comply with legal obligations, such as record-keeping or responding to regulatory requests.

3. How We Share Your Information

We do not sell or rent your personal information. We may share your information in the following circumstances:

• With Service Providers: We may share information with third-party service providers (e.g., payment processors, event management platforms) to facilitate our services, subject to strict confidentiality agreements.
• With Referral Partners: If you meet specific financial eligibility criteria, we may share your contact and financial information with Newport Private Wealth or other qualified advisors to facilitate investment management services, with your consent.
• For Legal Purposes: We may disclose information to comply with legal obligations, enforce our Terms and Conditions, or protect the rights, safety, or property of McGuire Financial or others.

4. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience on our Website, analyze usage, and deliver personalized content. You can manage your cookie preferences through your browser settings. By continuing to use our Website, you consent to our use of cookies as described in this Privacy Policy.

5. Data Security

We implement reasonable technical and organizational measures to protect your personal information from unauthorized access, loss, or misuse. However, no online system is completely secure, and we cannot guarantee absolute security.

6. Your Rights

Under Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA), you have the right to:

• Access and review the personal information we hold about you.
• Request corrections to inaccurate or incomplete information.
• Withdraw consent for the use of your information (where applicable), though this may limit your ability to use certain services.
• Opt out of marketing communications by following the unsubscribe instructions in our emails or contacting us directly.

To exercise these rights, please contact us at support@mcguirefinancial.ca.

7. Third-Party Links

Our Website may contain links to third-party websites, such as Newport Private Wealth or event registration platforms. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review their privacy policies before providing personal information.

8. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy or to comply with legal requirements. For example, seminar registration data may be retained for up to 90 days post-event to accommodate transfer policies, and financial eligibility data may be retained until a referral is completed or declined.

9. International Data Transfers

Your information is primarily processed in Canada. If we transfer your information to service providers outside Canada (e.g., for cloud storage), we ensure appropriate safeguards are in place to protect your data in accordance with Canadian privacy laws.

10. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our practices or legal requirements. The updated policy will be posted on this page with a revised “Last Updated” date. Your continued use of the Website or services after such changes constitutes your acceptance of the updated Privacy Policy.

11. Contact Us

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

Head Office: 780.462.1289 Toll Free: 1.877.364.8204 Head Office: 6030-88 St #210. Edmonton AB T6E 6G4 Mailing Address: 3428-99 St Suite #470. Edmonton AB T6E 5X5