Privacy Policy
The Apex Partnership
200 Bay Street
Toronto, ON M5J 2J2
Phone: +1 (416) 592-8347
Email: [email protected]
Our Commitment to Your Privacy
At The Apex Partnership, we recognize that your privacy is fundamental. This Privacy Policy explains how we collect, use, protect, and share your personal information when you interact with our website and services. We are committed to maintaining the highest standards of data protection and transparency.
We believe you should understand exactly what information we collect, why we collect it, and how you can manage and control your data. This policy applies to all visitors and users of our website and services.
Effective Date: October 28, 2025
Last Updated: November 15, 2025
Information We Collect
Personal Information You Provide
We collect information that you voluntarily provide when you interact with our services:
- Contact information such as name, email address, phone number, and mailing address when you submit inquiry forms or register for our services
- Financial information relevant to the advisory services you request, including investment goals, risk tolerance, and current portfolio details
- Communication preferences and feedback you share with us through contact forms, emails, or other correspondence
Automatically Collected Information
When you visit our website, we automatically collect certain technical information:
- Device information including IP address, browser type, operating system, and device identifiers
- Usage data such as pages visited, time spent on pages, links clicked, and navigation paths through our website
- Referral information showing which website or search engine directed you to our site
Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. For detailed information about our cookie practices, please review our Cookie Policy.
Legal Basis for Data Processing
We process your personal information based on legitimate legal grounds including your consent, contractual necessity for providing services, compliance with legal obligations, and our legitimate business interests in improving services and preventing fraud.
How We Use Your Information
Service Delivery and Communication
We use your information to provide financial analysis services, respond to your inquiries, schedule consultations, and maintain ongoing communication regarding your account and our services.
Website Improvement and Analytics
Usage data helps us understand how visitors interact with our website, identify areas for improvement, optimize user experience, and develop new features that better serve your needs.
Marketing and Educational Content
With your consent, we may send periodic newsletters, market updates, educational resources, and information about our services. You can opt out of marketing communications at any time.
Legal Compliance and Security
We process data to comply with legal obligations, enforce our terms of service, protect against fraud and unauthorized access, and maintain the security and integrity of our systems.
Third-Party Data Sharing
We do not sell your personal information. We may share data with trusted service providers who assist us in operating our website and delivering services, such as analytics platforms, email service providers, and hosting services. These partners are contractually obligated to protect your information and use it only for specified purposes.
How We Protect Your Information
We implement comprehensive security measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction:
Technical Safeguards
- SSL encryption for data transmission
- Secure data storage with encryption at rest
- Regular security audits and vulnerability assessments
- Firewall protection and intrusion detection systems
Organizational Measures
- Strict access controls and authentication requirements
- Employee training on data protection and privacy
- Continuous monitoring of system activity
- Incident response procedures for security breaches
Data Retention
We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. When data is no longer needed, we securely delete or anonymize it.
Breach Notification
In the unlikely event of a data breach that affects your personal information, we will notify you promptly and take immediate steps to mitigate the impact, in accordance with applicable data protection laws.
Your Privacy Rights
You have several rights regarding your personal information. We are committed to honoring these rights and making it easy for you to exercise them:
Right to Access
You can request a copy of the personal information we hold about you, including details about how we use it and who we share it with.
Right to Rectification
If your personal information is inaccurate or incomplete, you have the right to request corrections or updates.
Right to Erasure
You can request deletion of your personal information under certain circumstances, such as when it is no longer necessary for the purposes it was collected.
Right to Data Portability
You can request your personal data in a structured, commonly used, machine-readable format and have it transferred to another service provider.
Right to Object
You can object to processing of your personal information for direct marketing purposes or when processing is based on legitimate interests.
Right to Restrict Processing
In certain situations, you can request that we limit how we use your personal information while we resolve concerns or verify accuracy.
How to Exercise Your Rights
To exercise any of these rights, please contact us at [email protected] or call +1 (416) 592-8347. We will respond to your request within 30 days and may need to verify your identity before processing certain requests.
Your Rights and Opt-Out Instructions
You are not required to provide any personal information when using this website. If you prefer not to share your data, you may:
- Avoid filling out contact forms, account registrations, or any data-submitting features
- Disable cookies through your browser settings (see our Cookie Policy for more details)
- Contact us directly to request the deletion of any previously shared personal data
We respect your privacy choices. If you would like us to delete your data, please reach out to us at the contact details provided on our Contact page. We will process your request promptly.
Policy Updates and Contact Information
We may update this Privacy Policy periodically to reflect changes in our practices, legal requirements, or business operations. When we make significant changes, we will notify you by posting a notice on our website or sending an email to the address you provided.
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: