Vale Wealth Privacy Policy
Effective date: October 9, 2026
1. Who we are
This policy explains how Vale Wealth Inc. (“Vale Wealth,” “we,” “us”) collects, uses, shares and protects personal information through www.valewealth.com (the “Site”). We operate from British Columbia, Canada.
This policy covers the Site only. If you become a client, we will give you a separate notice explaining how we handle client information.
2. Information we collect
Information you choose to give us. Filling out our contact form or booking a conversation is optional. If you do, we collect:
your name, email address and phone number
anything you write in your message
the time you book and any answers you give in the booking form
Please don’t send account numbers, Social Insurance Numbers or financial statements through the Site.
Information collected automatically. When you visit the Site, our website host, Framer, records basic technical information: pages viewed, the website that referred you, and your approximate country, device, browser and operating system. We see this only as overall visitor statistics, not linked to you by name.
3. How we use it
We use your information only to:
respond to your message and schedule conversations you request
understand how visitors use the Site so we can improve it
keep the Site secure and working properly
meet our legal and regulatory obligations
We will not use your information for any other purpose without your consent, unless the law permits or requires it.
4. Consent
By submitting the contact form or booking a conversation, you consent to us using your information as described here. You can withdraw your consent at any time by emailing steph@valewealth.com. If you withdraw it, we may not be able to respond to your request.
5. Who we share it with
We do not sell or rent your personal information.
We share it only with:
Service providers who help us run the Site and our business: Framer (website hosting and contact form), Cal.com (booking) and Google (Gmail). They may use your information only to provide services to us.
Bold Wealth Partners Inc., our registered portfolio management partner, only if your request relates to investment management services and only with your consent.
Authorities, when the law requires it, such as in response to a court order.
A buyer or successor, if our business is sold or reorganized. They would be bound by this policy.
6. Storage outside Canada
Some of our service providers store information outside Canada, including in the United States. While stored there, it is subject to the laws of that country and may be accessible to its courts, law enforcement and national security authorities.
7. How long we keep it
We keep personal information only as long as we need it for the purposes described in this policy, or longer if the law requires it. When we no longer need it, we delete it securely.
8. How we protect it
We protect your personal information with physical, organizational and technical safeguards suited to how sensitive it is. Information you send through the Site is encrypted in transit (HTTPS/TLS). Messages are delivered to a password-protected business email account secured with multi-factor authentication, and only Vale Wealth can access them. Our service providers maintain their own security safeguards. No method of transmission over the internet is completely secure, so we cannot guarantee absolute security. We will notify you of a privacy breach as required by applicable law.
9. Cookies and analytics
We do not use advertising, retargeting or third-party tracking cookies.
Our website host, Framer, provides basic visitor statistics without using cookies or identifiers that follow you across visits. Our booking tool, Cal.com, may use cookies needed for scheduling to work; its own privacy policy applies to that.
You can block or delete cookies in your browser settings. The Site will still work, though booking may not.
10. Marketing emails
We will only send you newsletters or marketing emails if you ask to receive them. Every email will include our contact information and a way to unsubscribe. We act on unsubscribe requests within 10 business days.
11. Your rights
You can ask to see the personal information we hold about you, ask us to correct it, or withdraw your consent. Email steph@valewealth.com. We will respond within the time the law requires. We may need to confirm your identity first.
12. Children
The Site is intended for adults. We do not knowingly collect personal information from anyone under 18.
13. Links to other sites
The Site links to other sites, including our Instagram, LinkedIn, YouTube, Facebook and TikTok pages. Their own privacy policies apply, not this one.
14. Changes to this policy
We may update this policy. We will post the new version here with a new effective date.
15. Contact us
Our privacy contact is responsible for this policy and for handling questions and complaints:
Steph O’Mahoney, Privacy Contact
Vale Wealth Inc.
21 Atlantic Ave #3, Toronto, ON M6K 3E7
steph@valewealth.com
If you’re not satisfied with our response, you can contact the Office of the Information and Privacy Commissioner for British Columbia (oipc.bc.ca). Depending on where you live, the Office of the Privacy Commissioner of Canada (priv.gc.ca) or your provincial commissioner may handle your complaint instead.