Last updated: October 23, 2026
Wealth Street Services Inc. (“Wealth Street”, “we”, “us”) respects your privacy. This policy explains how we collect, use, disclose and protect personal information when you visit wealthstreet.ca, contact us, or use our services. We handle personal information in line with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA).
1. Information we collect
- Contact details you give us, such as your name, phone number, email address and message when you use our contact form or call or email us.
- Purchase and billing details when you buy a service online, such as your name, email, billing address and the plan or service purchased. Card payments are handled by our billing provider (Zoho Billing) and its payment processor; we do not store your full card number.
- Information needed to provide our services, such as tax slips, financial records, your Social Insurance Number or business number, and information about your spouse or dependants where relevant to your filing.
- Basic technical information from your browser when you visit our website, such as pages viewed and device type, which may be collected through cookies.
2. How we use your information
- To respond to your enquiries and provide the services you request, including preparing and filing returns with the Canada Revenue Agency (CRA) and other government bodies.
- To process payments, manage subscriptions and send invoices and receipts.
- To communicate with you about your account, deadlines and our services.
- To meet our legal, regulatory and record-keeping obligations.
3. When we share information
We do not sell your personal information. We share it only as needed to provide our services or as required by law, for example:
- With the CRA and other government agencies when filing on your behalf or responding to them with your authorization.
- With trusted service providers that help us operate, such as our accounting and billing software (Zoho), our payment processor and our website host. They may only use your information to provide services to us.
- When required by law, regulation or legal process.
4. Consent
By contacting us or using our services, you consent to our collection, use and disclosure of your information as described here. You may withdraw consent at any time, subject to legal or contractual limits; withdrawing consent may affect our ability to provide services.
5. Retention
We keep personal information only as long as needed for the purposes above and to meet legal requirements. Tax and business records are generally retained for at least six years, in line with CRA record-keeping rules.
6. Security
We use reasonable physical, organizational and technical safeguards to protect your information against loss, theft and unauthorized access. No method of transmission or storage is completely secure, but we work to protect your information.
7. Cookies
Our website may use cookies to make the site work and to understand how it is used. You can control cookies through your browser settings.
8. Your rights
You may ask to access the personal information we hold about you and to correct it if it is inaccurate. To make a request, contact us using the details below. If you have concerns about how we handled your information, you may also contact the Office of the Privacy Commissioner of Canada.
9. Changes to this policy
We may update this policy from time to time. The latest version will always be posted on this page.
Contact us
Wealth Street Services Inc.
9300 Goreway Dr, Unit 215, Brampton, ON L6P 4N1
Phone: 905-467-3000 · Email: wealthstreetservices@gmail.com