SMS Privacy Policy

Effective Date: October 2, 2026

Introduction

BPF Wealth Ltd. ("BPF Wealth", "we", "our", or "us") is committed to protecting the privacy and confidentiality of the personal information entrusted to us by our clients and website visitors.

This Privacy Policy explains how we collect, use, protect, and disclose information obtained through our website, services, and SMS communications program.

Information We Collect

We may collect the following information:

Name
Email address
Telephone number
Mobile telephone number
Information submitted through contact forms
SMS opt-in and opt-out records
SMS message content and communication history
Information voluntarily provided when communicating with us

How We Use Your Information

BPF Wealth uses your information to:

Respond to inquiries and service requests
Schedule and confirm appointments
Provide financial planning and advisory services
Send account-related notifications
Communicate regarding requested services
Maintain records of consent for SMS communications
Comply with legal, regulatory, and recordkeeping requirements

SMS Communications

If you consent to receive SMS messages from BPF Wealth, you may receive:

Appointment reminders
Account notifications
Customer support responses
Document requests
Meeting follow-ups
Other service-related communications

Message frequency varies.

Message and data rates may apply.

You may opt out at any time by replying STOP.

For assistance, reply HELP.

Sharing of Information

BPF Wealth does not sell, rent, or trade your personal information.

Mobile opt-in data, consent records, and mobile phone numbers will not be shared with third parties for marketing purposes.

We may share information with service providers who assist us in delivering our services, maintaining our systems, or meeting legal and regulatory obligations.

Data Protection

We take reasonable administrative, technical, and physical safeguards to protect personal information against unauthorized access, disclosure, alteration, or destruction.

While we strive to protect your information, no method of electronic transmission or storage can be guaranteed to be completely secure.

Your Choices

You may:

Request access to your personal information
Request corrections to inaccurate information
Withdraw consent for SMS communications
Opt out of SMS messages by replying STOP

Certain information may be retained where required by law or regulatory obligations.

Third-Party Websites

Our website may contain links to third-party websites. BPF Wealth is not responsible for the privacy practices or content of external websites.

Updates to this Policy

BPF Wealth may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date.

Contact Us

If you have questions regarding this Privacy Policy or our handling of personal information, please contact us:

BPF Wealth Ltd.
680 N. Terminal Avenue
Nanaimo, BC V9S 4K2

Phone: 250-716-7000
Toll-Free: 1-877-716-7767
Website: https://www.bpfwealth.ca/