Privacy Policy

Last Updated: 01/05/2023
Super Advisor Inc. ("Super Advisor", "we", "us", or "our") is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy outlines our approach to collecting, using, and disclosing your information when you use our wealth management services and Software-as-a-Service (SaaS) platform.
Information Collection
Financial Professionals

Business Information: To enable your access to our platform and related services, we gather and utilize personal information about you, your staff, and your company, such as your name, your staff's names, your company's name, address, email address, and phone number.

Billing Information: We collect and use payment details, such as credit card or bank account information, to bill you for our services.

Investor Clients
Personal Information: If your financial advisor or portfolio manager uses our platform or other related services, the personal information you provide to them will be collected by us. This includes account opening details, such as your name, date of birth, address, citizenship, income, investments, debts, marital status, dependents, and social insurance number.

Financial Information: We also collect information about your accounts, financial transactions, assets, liabilities, and other financial-related data.
Information Collection Methods

We collect this information through our interactions with you, client assessments, data input, and when you opt-in to connect your financial data through third-party aggregators. We strive to collect only the information necessary to provide and improve our services, fulfill our legal obligations, and meet your expectations.

Information Use

We use the collected data to provide our wealth management services, improve user experience, and for marketing purposes. This includes delivering wealth management services, fulfilling requirements for compliance and Know Your Customer (KYC) reasons for opening accounts, and providing personalized financial insights and recommendations. We also use personal data in Large Language Models (LLMs) to enhance our services. While we use personal data to generate these insights, we do not use personal data to train these models.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to improve your experience on our website, remember your preferences, and provide customized advertisements.

Data Security

We take the security of your personal information seriously and implement reasonable technical and organizational measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction.

Data Retention

We retain your personal information for as long as necessary to provide our services, comply with our legal obligations, resolve disputes, and enforce our agreements. The specific retention period will vary depending on the nature of the personal information and the purposes for which it was collected.

Third-Party Links

Our platform may contain links to third-party websites. Please be aware that we are not responsible for the privacy practices of these external sites. We encourage you to read the privacy policies of each site you visit.

User Rights

You have the right to access, correct, update, or request the deletion of your personal information. To exercise theserights, please contact us using the contact information provided in the "Contact Us" section below. We may ask you to verify your identity before processing your request.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. When we make changes, we will update the "Last updated" date at the top of this policy and notify you by email or by posting a notice on our website. We encourage you to review this policy regularly to stay informed about our privacy practices.

Contact Us
If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

Address: 132 Jarvis Street, Floor 2, Toronto, ON

Your continued use of our platform and services constitutes your acceptance of the practices described in this Privacy Policy.