Last updated: January 8, 2026

This Privacy Policy explains how WADE Advisory Inc. (“WADE,” “we,” “us,” “our”) collects, uses, discloses, and protects personal information when you visit our website (the “Site”) or contact us through the Site.

We are based in Toronto, Ontario, Canada. We aim to handle personal information in a manner consistent with applicable Canadian privacy laws, including PIPEDA (and applicable provincial privacy legislation).

1) Scope

This Privacy Policy applies to personal information collected through:

• Our Site (hosted on Squarespace)

• Our forms and email capture (managed using HubSpot)

• Communications you initiate with us (emailing us, submitting an inquiry, subscribing to updates)

This policy does not apply to third-party websites you may access through links on our Site.
The Site is intended for a general business audience and is not directed to children.

2) Personal Information We Collect

Depending on how you interact with the Site, we may collect:

Information you provide

• Name

• Email address

• Company / role (if provided)

• Message content and any details you submit through forms

• Any other information you choose to share with us

Information collected automatically

• IP address

• Device type, browser type, operating system

• Referring/exit pages, pages viewed, timestamps, and basic usage data

• Approximate location (derived from IP address)

• Cookie identifiers and similar tracking data (see Section 6)

Important: Please do not submit sensitive personal information (e.g., health, government IDs, financial account numbers) through our Site forms.

3) How We Use Personal Information

We use personal information to:

• Respond to inquiries and communicate with you

• Provide requested information and schedule conversations

• Send newsletters, insights, and updates where you have consented (or as otherwise permitted by law)

• Maintain and improve the Site and understand how it’s used

• Protect against fraud, misuse, and security incidents

• Comply with legal and regulatory obligations

4) Marketing Communications and Consent (CASL)

If you subscribe to updates or otherwise opt in, we may send you marketing emails (e.g., newsletters, announcements, insights).

• You can unsubscribe at any time using the unsubscribe link in our emails.

• Unsubscribing from marketing does not prevent us from sending non-marketing messages you request or that are necessary to respond to you (e.g., replying to an inquiry you initiated).

• We maintain records of consent and unsubscribe requests as required.

5) When We Share Personal Information

We do not sell personal information.

We may share personal information with:

• Service providers who support our operations (for example: website hosting, forms, CRM, email delivery, analytics). These providers may process information on our behalf under contractual or other safeguards.

• Professional advisors (e.g., legal, accounting) as needed for legitimate business purposes.

• Authorities if required to comply with law, regulation, legal process, or enforce our rights.

• Business transactions if WADE is involved in a merger, acquisition, financing, reorganization, or sale of assets (in which case information may be disclosed as part of that process, subject to appropriate protections).

Key providers:

• Squarespace (website hosting and site functionality)

• HubSpot (forms, contact management, email communications)

6) Cookies and Similar Technologies

We and our service providers may use cookies, pixels, and similar technologies to:

• Enable Site functionality

• Understand usage and improve performance

• Measure the effectiveness of communications and content

You can manage cookies through your browser settings and, where available, on-site cookie tools. Disabling cookies may affect Site functionality.

7) Cross-Border Processing

Our service providers (including Squarespace and HubSpot) may store or process personal information outside Canada, including in the United States and other jurisdictions. In those locations, personal information may be subject to local laws and lawful access requests by authorities.

We take steps intended to ensure personal information is protected through contractual and organizational safeguards appropriate to the sensitivity of the information.

8) Data Retention

We retain personal information only as long as necessary for the purposes described in this policy, including to:

• respond to you and maintain our relationship;

• keep appropriate business records; and

• comply with legal obligations.

Retention periods vary depending on the nature of the information and why it was collected.

9) Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

10) Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

• request access to the personal information we hold about you;

• request correction of inaccurate or incomplete information; and

• withdraw consent for certain uses (including marketing), subject to legal or contractual restrictions.

To request access or corrections, contact us at info@movewithwade.com. We may need to verify your identity before fulfilling requests.

11) Third-Party Links

The Site may contain links to third-party sites. We are not responsible for the privacy practices of third parties. We encourage you to review the privacy policies of any third-party sites you visit.

12) Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The “Last updated” date at the top indicates when changes were made. Your continued use of the Site after updates means you accept the revised policy.

13) Contact

If you have questions or requests regarding this Privacy Policy or our handling of personal information, contact:

WADE Advisory Inc.
Toronto, Ontario, Canada
info@movewithwade.com