Privacy Policy

Last updated July 2026

This Privacy Policy explains how we collect, use, disclose, store, and protect personal information through our website, diagnostic forms, inquiries, and related communications.

1. Who we are

Aster Wealth is a planning-led advisory brand focused on helping individuals, families, professionals, and business owners identify financial planning priorities and coordinate advice.

Financial planning and diagnostic services are provided through Aster Wealth. Mutual fund products and related dealing services, where applicable, are offered separately through Keybase Financial Group Inc. Insurance products and related advice, where applicable, are offered separately through appropriately licensed insurance representatives.

2. Information we collect

We may collect personal information that you voluntarily provide, including:

• Name
• Email address
• Phone number
• Life stage or planning priorities
• Retirement, tax, estate, business, insurance, or investment-related concerns
• General asset or income ranges
• Business ownership information
• Information submitted through diagnostic forms, contact forms, emails, or meeting requests

Please do not submit social insurance numbers, account numbers, policy numbers, passwords, detailed tax slips, investment statements, or other highly sensitive documents through website forms unless we specifically request them through a secure process.

3. How we use your information

We may use your information to:

• Review your inquiry or diagnostic submission
• Understand your planning priorities
• Determine whether there may be a fit for an introductory conversation
• Contact you about your inquiry
• Prepare for an introductory meeting
• Maintain internal records
• Meet legal, regulatory, compliance, or professional obligations
• Improve our website, diagnostic process, and client experience

We do not sell your personal information.

4. Sharing information

We may share your information only when reasonably necessary, including with:

• Members of our internal planning team
• Approved service providers that support website hosting, forms, scheduling, email, CRM, document management, or other business operations
• Keybase Financial Group Inc., where your inquiry relates to mutual fund products, investment accounts, or related dealer-supervised activity
• Licensed insurance representatives, where your inquiry relates to insurance products or insurance advice
• Professional advisors, such as accountants or lawyers, where you authorize or request coordinated planning
• Regulators, compliance personnel, legal authorities, or other parties where required or permitted by law

We limit sharing to what is reasonably necessary for the relevant purpose.

5. Consent

By submitting a form, diagnostic, or inquiry, you consent to our collection, use, and disclosure of your personal information for the purposes described in this Privacy Policy.

You may withdraw consent, subject to legal, regulatory, contractual, or practical limitations. If you withdraw consent, we may be unable to respond to your inquiry or provide certain services.

6. Email communications

If you contact us, we may respond to your inquiry using the contact information you provide.

We will only send promotional or educational electronic communications where permitted by law. You may unsubscribe from marketing communications at any time.

7. Storage and safeguards

We use reasonable administrative, technical, and physical safeguards to protect personal information against unauthorized access, use, disclosure, loss, or misuse.

No website, email system, or online form is completely secure. You should avoid submitting highly sensitive information through general website forms.

8. Retention

We retain personal information only as long as reasonably necessary for the purposes described in this Privacy Policy, or as required for legal, regulatory, compliance, business, or recordkeeping purposes.

9. Access and correction

You may request access to the personal information we hold about you, or ask us to correct information you believe is inaccurate, subject to legal and regulatory limitations.

10. Third-party services

Our website may use third-party services for hosting, analytics, forms, scheduling, email, CRM, or similar business functions. These providers may process information on our behalf.

Our website may also contain links to third-party websites. We are not responsible for the privacy practices, content, or security of third-party websites.

11. Contact

For privacy questions, access requests, correction requests, or concerns about how your personal information is handled, contact:

Aster Wealth
Email: privacy@asterwealth.ca

If your concern relates to mutual fund dealing activity or insurance activity, it may also be directed to the appropriate dealer, insurer, managing general agency, regulator, or compliance channel.