How we collect, use, and protect your information.
Aperio Advisory ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at aperioadvisory.ca or engage with our services.
We comply with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and Alberta's Personal Information Protection Act (PIPA).
We may collect the following types of information:
We do not collect sensitive personal information such as financial account details, government ID numbers, or health information through this website.
We use the information we collect to:
We do not sell, rent, or trade your personal information to third parties.
Our website uses cookies — small text files stored on your device — to understand how visitors use our site and to improve your experience. Cookies we may use include:
You can control cookies through your browser settings at any time. Declining cookies will not affect your ability to use our website, though some features may behave differently.
We may use third-party tools to operate our website and business, including:
These services may collect information in accordance with their own privacy policies. We only share the minimum information necessary for these tools to function.
We retain your personal information only for as long as necessary to fulfil the purposes for which it was collected, or as required by applicable law. Contact and inquiry records are typically retained for up to three years.
Under PIPEDA and PIPA, you have the right to:
To exercise any of these rights, please contact us at info@aperioadvisory.ca. We will respond within 30 days.
We take reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, or loss. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies before providing any personal information.
The information provided on this website is for general informational purposes only. While we make reasonable efforts to ensure the accuracy and currency of the content, Aperio Advisory makes no representations or warranties of any kind, express or implied, regarding the completeness, accuracy, reliability, or suitability of any information contained on this site.
To the fullest extent permitted by applicable law, Aperio Advisory, its principals, employees, and affiliates shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising out of or in connection with your use of, or inability to use, this website or its content — including but not limited to any errors or omissions, loss of data, or any other losses.
Nothing on this website constitutes financial, legal, tax, or professional advice. Any decisions made based on information found on this site are made at your own discretion and risk. You should seek qualified professional advice before acting on any information presented here.
Use of this website is at your own risk. Aperio Advisory reserves the right to modify, suspend, or discontinue any aspect of the website at any time without notice or liability.
We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised date. We encourage you to review this page periodically.
If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us: