Privacy Policy

EXOS Wealth Systems Inc. is committed to respecting the personal privacy of individuals who visit our website.  This page summarizes the privacy policy and practices of EXOS Wealth Systems Inc. for users of this website.


“Personal information” is information about an identifiable individual that is not the person’s business contact information or work product information. “EXOS Wealth” is EXOS Wealth Systems Inc. and its affiliated entities.

Collection and Use of Personal Information

EXOS Wealth may collect the following information regarding visitors to our website: domain name, name, information regarding what pages are accessed, information volunteered by you, such as survey information, e-mail address, or website registrations, and your preferred means of communication. EXOS Wealth collects and logs this information for statistical purposes.

EXOS Wealth does not automatically gather any personal information from you, such as your name, phone number, e-mail or street address during your visit to its web sites. This information is obtained only if you supply it voluntarily, usually through contacting us via e-mail or registering in a secure portion of the site.

EXOS Wealth employs software programs to monitor network traffic to identify unauthorized attempts to upload or change information, or otherwise cause damage. This software receives and records the Internet Protocol (IP) address of the computer that has contacted our Web site, the date and time of the visit and the pages visited. We make no attempt to link these addresses with the identity of individuals visiting our site unless an attempt to damage the site has been detected.

You can access some areas of the Site without submitting any personally identifiable information. EXOS Wealth collects personally identifiable information only if you choose to complete the online forms to contact us, complete a profile and/or upload goals, provide design or product feedback or to request information or assistance through the Site. The personally identifiable information that EXOS Wealth collects through these portions of the Site may include your name, username, password, e mail address, address and telephone number and any other personally identifiable information that you choose to include in your profile or in your submissions of your information to us. You represent and warrant that you have the right and authority to provide any information provided by you. EXOS Wealth may also collect certain non personally identifiable information in connection with the operation of the Site, including IP address, browser or operating system information, data on advertisements or links within the site on which you click.  Such information is maintained by EXOS Wealth or service providers acting on behalf of EXOS Wealth.

The EXOS Wealth website may have links to other useful sites on the Internet, including sites of other related institutions or dealerships. If you follow any link to a location outside the EXOS Wealth website, you should refer to that site’s own privacy policy.

Disclosure of Personal Information

As a general proposition, any personal information that EXOS Wealth collects will not be disclosed to third parties without your direct consent. The intent is that the information will be used for the exclusive use of EXOS Wealth. However, in order to improve integrity of the data, to assist in maintaining security over the data, or as requested by law, some personal information may be required to be disclosed.


EXOS Wealth takes reasonable security measures to protect personal information gathered from this website from loss, unauthorized access, destruction, misuse, modification and disclosure. EXOS Wealth treats the information with a high degree of regard and awareness for the private nature of the data. Our primary objective is to maintain the integrity and security of the data. EXOS Wealth cannot guarantee secure transmission over the Internet.

Privacy Officer

The EXOS Wealth employee who is responsible for maintaining the privacy of information collected via the website interface, can be reached at Any questions or complaints about EXOS WEALTH Private Client’s collection, use or disclosure of personal information through this website should be made to that individual.


By using the Site, you agree to this Privacy Policy. If you do not agree to this Privacy Policy, you may not use the Site. EXOS Wealth reserves the right, in our discretion, to change, modify, add or remove portions of this Privacy Policy at any time and from time to time, without prior notice to you. All revisions will be posted to the Site. We urge you to review this Privacy Policy frequently for changes. Your continued use of the Site means that you accept those changes.

If you do not consent to having your personal information collected, used and disclosed as set out in this policy, or if you require further information to make this decision, or if you wish to withdraw consent, please email the website privacy officer at

Updating this Privacy Policy

The content of this Privacy Policy may be updated from time to time, so we suggest that you return to the website on a regular basis and carefully read the information provided.

Last updated: January 22, 2015