Privacy Policy

William Frenn Wealth Management is responsible for the personal information collected through this website. We have designated a Privacy Officer who oversees our privacy practices and responds to your requests and questions. Their contact details are shown at the end of this policy and in the site footer.

We only collect what we need. Through this website, that is:

• Contact form: your name, email address, phone number (if you provide it), and the content of your message.
• Careers and job applications: your name, email, phone number, the role or area of expertise you are interested in, your LinkedIn or address if you share them, your cover letter, and the résumé/CV file you upload.
• Cookies and similar technologies: a strictly necessary cookie that remembers your privacy choices, and — only if you consent — analytics and marketing cookies. See the Cookies section below.

We do not ask for financial account numbers, government identifiers, or other sensitive information through this website.

We use your information only for the purposes you would expect:

• to respond to your enquiry and contact you;
• to review and process a job application;
• to operate, secure, and improve this website;
• to meet our legal and regulatory obligations.

We do not sell your personal information.

We collect and use your personal information with your consent. When you submit a form, you confirm that you agree to the processing described here. For cookies, we ask for your consent before setting anything that is not strictly necessary, and you can accept, refuse, or choose by category. You can withdraw your consent at any time — see Your rights below.

When you first visit, we show a banner that lets you Accept all, Reject all, or Manage preferences. Nothing that is not strictly necessary loads until you consent.

• Strictly necessary cookies keep the site working and remember your privacy choice. They are always on.
• Analytics cookies (only with consent) help us understand how the site is used.
• Marketing cookies (only with consent) help us measure and personalize marketing.

You can change or withdraw your choice at any time using the “Manage cookie preferences” link in the footer. When you withdraw, we stop the corresponding scripts and delete the related cookies where technically possible.

Information submitted through this website is stored in our content and email systems and is accessible only to authorized staff who need it for the purposes above. We use reputable service providers (for example, hosting and email delivery) who process information on our behalf under contract. Some providers may store or process data outside Quebec or Canada; where that is the case we take steps to ensure a comparable level of protection. Your legal team should confirm the specific providers and locations before publishing.

We keep personal information only as long as necessary for the purpose it was collected, or as required by law:

• Contact messages: kept while we handle your enquiry and for a reasonable follow-up period, then deleted.
• Job applications and résumés: kept for the duration of the hiring process and a limited period afterward in case a suitable role arises, then deleted.
• Consent records: kept as proof of consent for as long as required for our record-keeping obligations.

Confirm exact retention periods with your legal team.

Under Quebec's Law 25 and Canada's PIPEDA you have the right to:

• access the personal information we hold about you;
• correct information that is inaccurate or incomplete;
• withdraw your consent or ask us to stop using your information;
• request deletion of your information, subject to our legal obligations;
• data portability — receive certain information in a structured, commonly used technological format;
• complain to us, and to the Commission d'accès à l'information du Québec or the Office of the Privacy Commissioner of Canada.

We will respond within the timeframes required by law.

To exercise any of these rights, or if you have a question or concern about your privacy, contact our Privacy Officer using the details below. We may need to verify your identity before acting on a request.

We may update this policy from time to time. When we make a material change, we update the version and, where appropriate, ask you to review your cookie choices again. The “last updated” date at the top shows the current version.