Watmough Wealth & Legacy

Privacy Policy

Last updated: June 29, 2026

Watmough Wealth & Legacy (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices you have. It applies to watmoughwealth.ca and to our interactions with you by phone, email, online forms, and in person.

Watmough Wealth & Legacy is an independently operated financial services practice based in Medicine Hat, Alberta, led by Glen Watmough, CEPA®. We are licensed to provide life insurance and investment services to clients in Alberta, British Columbia, Saskatchewan, and Ontario.

Contact:

• Phone: 403-807-7719

• Email: glen@watmoughwealth.ca

• Address: 1202 Southview Drive Southeast, Medicine Hat, AB, Canada

We collect personal information that you voluntarily provide to us, including through website forms, lead forms on Facebook and Instagram, our online booking tool, email, or phone. This may include:

• Name, email address, and phone number

• General business information you choose to share, such as your business type or an approximate range of corporate retained earnings, where relevant to the service requested

• Information you provide during a consultation, such as your financial planning, insurance, investment, or business exit planning goals

• Information submitted through our Value Gap Assessment™ tool or similar diagnostic tools

• Website usage information collected through cookies and analytics tools (see “Cookies” below)

We do not knowingly collect personal information from anyone under the age of 18 without parental or guardian consent.

We use the information we collect to:

• Respond to your inquiries and schedule consultations

• Provide financial planning, life insurance, investment, and business exit planning services

• Prepare quotes, illustrations, or assessments you have requested

• Follow up with relevant information about our services, including by email, phone, or text where you have provided consent

• Maintain client records as required by industry regulation and licensing bodies

• Improve our website and services

We do not use your information to make any automated decision that has a legal or similarly significant effect on you.

Client and lead information is stored using Agent CRM (a customer relationship management platform) and is protected by industry-standard administrative, technical, and physical safeguards. Access to your information is limited to Glen Watmough and any licensed staff directly involved in serving your file.

While we take reasonable steps to protect your information, no method of electronic storage or transmission is completely secure, and we cannot guarantee absolute security.

We do not sell your personal information.

We may share your information with:

• Insurance carriers or investment providers, but only as needed to provide the services or products you request

• Service providers who support our business operations (such as our CRM or scheduling platform), who are required to safeguard your information and use it only for the purpose of providing that service to us

• Regulators or legal authorities where required by law

We will not share your information with any other third party without your consent, except as described above or as required by law.

If you provide your phone number or email address and consent to be contacted, we may reach out with information about scheduling, your file, or relevant services. You can opt out of text or email communications at any time by replying “STOP,” unsubscribing, or contacting us directly.

Our website uses cookies to analyze website traffic and improve your browsing experience. You can choose to accept or decline cookies through your browser settings or the cookie banner on our site. Declining cookies may affect certain website features but will not prevent you from contacting us or requesting our services.

Our website also uses Google reCAPTCHA on our contact form to help prevent spam. Use of reCAPTCHA is subject to Google's own Privacy Policy and Terms of Service.

Our website and marketing materials may link to third-party tools, such as our online booking calendar or business assessment tools. These third parties have their own privacy practices, and we encourage you to review their policies before submitting information through them.

You have the right to:

• Ask what personal information we hold about you

• Request that we correct inaccurate information

• Request that we delete your information, subject to our legal and regulatory record-keeping obligations as a licensed financial services provider

• Withdraw consent to marketing communications at any time

To exercise any of these rights, contact us using the information above.

We retain personal information for as long as needed to provide our services and to meet legal, regulatory, and licensing requirements applicable to financial services and insurance professionals in Canada.

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The “Last updated” date at the top of this page will reflect the most recent revision. We encourage you to review this page periodically.

If you have questions about this Privacy Policy or how we handle your personal information, please contact:

Glen Watmough, CEPA®

Watmough Wealth & Legacy

glen@watmoughwealth.ca

403-807-7719