Last updated: March 2026
We collect personal information that you provide directly, including your name, email address, phone number, and financial data necessary to deliver our wealth management services. We also collect technical data such as IP addresses and browser information for security purposes.
Your information is used to provide portfolio management services, generate performance reports, process transactions, communicate account updates, and maintain the security of your account. We do not sell or share your personal information with third parties for marketing purposes.
We employ industry-standard security measures including encryption, access controls, and regular security audits. All data transmission is encrypted via TLS, and sensitive data is stored using AES-256 encryption at rest.
We retain your personal information for as long as your account is active or as needed to provide services. Financial records are retained in accordance with Canadian regulatory requirements.
You have the right to access, correct, or request deletion of your personal information. To exercise these rights, contact us at office@ms-partnersgroup.com.
For questions about this policy or our privacy practices, contact our team at office@ms-partnersgroup.com.