Effective date: September 26, 2026
Mehan Private Wealth (“we,” “us,” or “our”) respects your privacy. This policy explains what personal information we collect through financialadvise.ca, how we use it, and the choices you have. It applies to this website and to information you give us when you contact us or book a consultation.
Mehan Private Wealth is an independent financial planning practice based in Calgary, Alberta, serving incorporated professionals and business owners. You can reach us at info@financialadvise.ca or Unit 108A – 2635 37 Ave NE, Calgary AB T1Y 5Z6.
Information you give us directly. When you fill out our contact form, we collect your name, email address, phone number, and any message or details you provide. When you book a consultation through our online scheduling tool, we collect the information needed to confirm that appointment, such as your name, email, and preferred time.
Information collected automatically. Like most websites, financialadvise.ca automatically collects some technical information when you visit — such as your general location, device and browser type, pages viewed, and how you arrived at the site. We collect this through cookies and similar technologies, described below.
We use Google Analytics to understand how visitors use our website — for example, which pages are most helpful and how people find us. Google Analytics uses cookies to collect information such as your approximate location, device type, and browsing behaviour on this site. This information is aggregated and does not identify you personally.
You can opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on, or you can disable cookies generally in your browser settings. Doing so may affect how some parts of the site function.
We also use standard cookies to support core site functionality, such as our contact form and appointment booking tool.
We use the information we collect to: respond to your inquiries and requests; schedule and manage consultations; understand and improve how our website performs; and meet our legal, regulatory, and record-keeping obligations as a financial services practice. We do not sell your personal information, and we do not use it for purposes unrelated to running our practice and this website.
We rely on a small number of trusted third-party services to run this website and our booking process, including Google Analytics (website analytics), Calendly (appointment scheduling), and our website hosting and form providers. These providers only receive the information necessary to perform their function and are bound by their own privacy and security practices.
We take reasonable administrative and technical steps to protect the personal information you share with us from loss, misuse, or unauthorized access. No method of transmission over the internet is completely secure, so while we work to protect your information, we can’t guarantee absolute security.
Under Canadian privacy law (PIPEDA), you have the right to know what personal information we hold about you, to request a copy of it, to ask us to correct inaccurate information, and to withdraw your consent to our collection or use of your information at any time, subject to legal or contractual restrictions. To make any of these requests, contact us at info@financialadvise.ca.
We retain personal information only as long as needed to fulfill the purposes described in this policy, or as required by applicable financial services recordkeeping regulations, after which it is securely deleted or anonymized.
We may update this policy from time to time to reflect changes in our practices or for legal reasons. The “Effective date” above shows when it was last revised. We encourage you to review this page periodically.
If you have questions about this privacy policy or how we handle your personal information, contact us at info@financialadvise.ca or by phone at (587) 718-8001.
This page provides general information about our privacy practices and is not a substitute for legal advice.
