Privacy policy
Last updated October 8, 2026.
What we collect
When you fill in a form on this site, we collect what you choose to share: your name, email, phone number, company, and your answers to our questions (for example your type of practice, asset range or what you're looking for).
How we use it
- To reply to your request and understand which firms, platforms or professionals may be a fit.
- To send you information you asked for, such as the succession checklist.
- To introduce you to a partner firm or professional, only after you agree to that introduction.
We do not sell your information. We tell you how we're paid before any introduction.
Where it's stored
Form submissions are stored in our customer relationship management system and our business email, which are hosted by trusted service providers. Some providers may store data outside Canada, including in the United States.
Your choices
You can ask to see, correct or delete your information, or stop hearing from us, at any time by emailing hello@rightfitwealth.com. Every email we send includes a way to unsubscribe.
Not advice
Rightfit Wealth provides referral, introduction, business development and technology services. We are not a registered dealer, broker-dealer or investment adviser, and nothing on this site is investment, tax or legal advice.
Contact
Questions about privacy: hello@rightfitwealth.com.