Legal

Privacy Policy

Last updated: July 2026. Your privacy is fundamental to the trust you place in Owliv Wealth.

1. Information We Collect

We collect information you provide directly (contact forms, applications, scheduling tools), information required to deliver financial advice, and standard technical information via our website analytics.

2. How We Use Information

Your information is used to deliver advisory services, respond to inquiries, comply with regulatory obligations, and — with your permission — to send occasional educational communications.

3. Sharing

We do not sell personal information. Information is shared only with regulated carriers, custodians, and professional service providers strictly as needed to serve you.

4. Security

We maintain administrative, technical, and physical safeguards designed to protect your information, consistent with industry standards and Canadian privacy law.

5. Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us at yiannis@owlivinvestments.com.

6. Contact

Questions about this policy may be directed to Owliv Wealth, 1450 Meyerside Drive, Unit 602, Mississauga, ON L5T 2N5, Canada, or yiannis@owlivinvestments.com.

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