Protecting Your Privacy

Privacy and Use of the Site – Effective May 2025

Purpose of this Privacy Policy
Your privacy is important to Newport Private Wealth Inc. (“NPWI”, “we”, “our”, or “us”). This Privacy Policy (the “Policy”) was developed to clearly outline our practices concerning the collection, use, and disclosure of personal information obtained through your use of this website. By providing information to us through our website, you agree to be bound by the Policy. Should you not agree with any aspect of the Policy, we respectfully request that you refrain from using the website.

The Policy may be updated from time to time at our sole discretion, without prior notice or liability to you and any other persons, and any updates will be posted to our website. We encourage you to review the Policy regularly and take note of the effective date to stay informed of any modifications.

Why We Collect Information
Our primary reason for collecting information is to improve our website, its features and content to allow users to easily navigate the website.

Types of Information We Collect and its Uses
While using our website, we may request or obtain certain personally identifiable information (“Personal Information”), such as your name, phone number, email, or mailing address. We may use this information, with your consent and as permitted by law, to send you NPWI publications, newsletters, and other communications of interest. You may unsubscribe at any time by following the instructions in our emails, and we will remove you from our mailing list within 10 business days of your request.

We may use your Personal Information for general business purposes, including fulfilling service requests, managing our website and operations, responding to inquiries, meeting legal or contractual obligations, and ensuring system and network security.

When you visit our website, we automatically collect browser data such as your IP address, pages visited, time spent, search queries, and access times (“Browser Data”). We use this information to analyze website usage, support technical administration, and improve functionality and user experience.

Use of Cookies
Like many websites, we use “cookies”—small data files stored on your device—to collect information for record-keeping and functionality.

Persistent cookies store login details for future visits.

Session ID cookies support site features, track usage, and monitor traffic; they are deleted when you log out and close your browser. You can block or manage cookies in your browser settings, but doing so may limit your ability to use all parts of the site.

We use the following types of cookies on our website:

• Strictly necessary cookies: essential to allow you to fully use our website and its full features. These cookies cannot be turned off as they are essential for enabling the basic functionalities of the website, and do not gather information about you that could be used for marketing.
• Functional cookies: help perform certain functionalities such as sharing the content of the website on social media platforms, collecting feedback, and other third-party features. They allow the website to remember your language preferences.
• Analytics cookies: used to understand how visitors interact with the website. They help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.
• Advertising cookies: used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

Global Data Management
We are a Canadian firm; however, our website can be accessed from countries around the world. By using the website to provide Personal Information, users accessing our site from outside Canada acknowledge and agree that their Personal Information may be processed outside their country of residence. For individuals living in the European Economic Area (“EEA”) whose Personal Data is subject to European data protection laws, we will take measures to ensure that their Personal Information is processed in compliance with the General Data Protection Regulation (“GDPR”).

Information Sharing and Disclosure

Service Providers
We may engage third-party service providers, in or outside Canada (including the U.S.), to support our website through services such as maintenance, analytics, marketing, and database management. These providers may access your Personal Information solely to perform services on our behalf and are contractually obligated to protect its confidentiality. However, if your Personal Information is stored or processed in another jurisdiction, it may be subject to that jurisdiction’s laws, including any law permitting or requiring disclosure of the information to the government, government agencies, courts and law enforcement in that jurisdiction.

Compliance with the Law
NPWI cooperates with government and law enforcement officials and private parties to enforce and comply with the law. We may disclose your Personal Information in response to a request from a government agency, regulatory body or legal authority if the law requires or permits us to do so. We may also disclose information when we believe it is necessary to detect, prevent and address fraud and other illegal activity, to protect ourselves, you and others including as part of an investigation, and to prevent death or imminent bodily harm.

Business Transfer
We may sell, transfer or share part or all of our assets, including your Personal Information, with another organization in connection with a merger, acquisition, reorganization or sale of assets or in the event of bankruptcy.

Changing or Deleting your Personal Information
You may at any time review, update, correct or delete the Personal Information provided to us by contacting us at privacy@newportprivatewealth.ca with such a request. We may retain an archived copy of your records as required by law or for legitimate audit or business purposes.

Security
NPWI takes the security of your Personal Information very seriously. However, no method of transmission over the Internet, or electronic storage method is 100% secure. We take appropriate measures to ensure that Personal Information is kept secure, including security measures to prevent personal data from being accidentally lost, or used or accessed in an unauthorized way. We limit access to your personal data to those who have a genuine business need to know it or require it. Those processing your information will do so only in an authorized manner and are subject to a duty of confidentiality.

We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable regulator of a suspected data security breach where we are legally required to do so. We will make any legally required disclosures of any breach of the security, confidentiality or integrity of your Personal Information in the most expedient time possible and without unreasonable delay, taking into consideration the legitimate needs of law enforcement or any measures necessary to determine the scope of the breach and to restore the reasonable integrity of our data system.

Depending on the volume and sensitivity of the information, the purposes for which it is used and the format in which it is stored, we implement a combination of measures to protect your personal data, including:

• A privacy framework governing the protection of personal data through its lifecycle. This framework defines the roles and responsibilities of NPWI personnel, provides a process for dealing with complaints regarding the protection of the information, and addresses the retention and destruction of personal data.
• Internal policies and procedures that define the roles and responsibilities of our employees throughout the information life cycle and limits their access to such information on a “need-to-know” basis.
• If information is collected or stored in electronic format, technical safeguards such as encryption, firewalls, passwords, antivirus software and similar measures.
• A designated Privacy Compliance Officer to monitor NPWI’s compliance with applicable privacy laws.
• Employee privacy and data security training.

The length of time we keep your personal information will vary depending on the product or service you require. We keep your information for as long as we reasonably need it for administrative, legal or reasonable business purposes. For these reasons, we keep your information beyond the end of your relationship with us, generally seven years. When your information is no longer required, we securely destroy it or delete personally identifiable information.

Third-Party Sites and Services
Our website may contain links to other websites. We are not responsible for the practices employed by any websites or services linked to or from our website, including the information or content contained within them. Please remember that when you use a link to go from our website to another website or service, our Privacy Policy does not apply to those third-party websites or services. You use that third-party website or service at your own risk.

Privacy Questions
If you have any questions about this Privacy Policy, please contact us by email at privacy@newportprivatewealth.ca or by phone at 1-866-534-5402 or by mail at:

Privacy Officer
Newport Private Wealth Inc.
469 King Street West, 4th Floor, Toronto, ON M5V 1K4

Other Important Information

Personal Information Protection and Electronic Documents Act (“PIPEDA”) and Canadian Anti-Spam Legislation (“CASL”)
We protect and use your information by observing principles and guidelines in PIPEDA and CASL. We obtain either express or implied consent or use other lawful mechanisms to send commercial electronic messages as is defined by CASL. If we intend to use your personal Information for a new purpose, we will contact you to obtain the appropriate consent. If you choose to “opt-out” of receiving our emails, you will be unsubscribed upon your request.

Electronic Communications
Electronic communications are not to be construed as professional advice. Delivery of them to you will not initiate a professional relationship between you and NPWI, or any other recipient. Electronic communications are meant to provide access to information and provide general interest knowledge without reference to specific facts or circumstances. If an electronic communication from NPWI raises any point of interest, please feel free to contact us at info@newportprivatewealth.ca.