Privacy Policy
Last Updated: September 2026
Delta Creek Financial Advisors respects your privacy and is committed to protecting the personal information entrusted to us. We collect, use, disclose and safeguard personal information in accordance with applicable Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA), where applicable.
Information We May Collect
Depending on how you interact with us, we may collect information such as your name, contact information, financial circumstances, investment or insurance-related information, meeting requests, correspondence and information you choose to provide through secure document upload or other approved channels.
When you visit this website, limited technical information may also be collected automatically, such as your IP address, browser type, device information, pages visited and cookie or similar technology data.
How We Use Personal Information
Personal information may be used to respond to inquiries, schedule meetings, provide and administer financial services, maintain client records, satisfy legal and regulatory obligations, protect against fraud or unauthorized activity, improve our website and services, and communicate with you where permitted by law.
We limit the collection and use of personal information to purposes that are reasonable and appropriate in the circumstances.
Sharing of Personal Information
Personal information may be shared where reasonably necessary with organizations involved in providing or administering services to you, including Portfolio Strategies Corporation, financial institutions, insurers, custodians, professional advisers and technology or administrative service providers.
Information may also be disclosed where required or permitted by law, regulation, court order or regulatory authority.
Delta Creek Financial Advisors does not sell personal information.
Service Providers and Information Outside Canada
We may use third-party service providers to support the operation of our business, including technology, communications, scheduling, document storage and administrative services.
Some service providers may store or process information outside Canada. When personal information is processed in another jurisdiction, it may be subject to the laws of that jurisdiction and may be accessible to courts, governments or law-enforcement authorities in accordance with those laws.
We take reasonable steps to select service providers that maintain appropriate privacy and security safeguards.
Consent
Where consent is required, we seek consent appropriate to the nature and sensitivity of the personal information involved and the purposes for which it is collected, used or disclosed.
Consent may be withdrawn, subject to applicable legal, regulatory, contractual or record-retention requirements and reasonable notice.
Safeguarding Information
We use reasonable administrative, technical and physical safeguards appropriate to the sensitivity of the personal information under our control.
No method of electronic transmission or storage can be guaranteed to be completely secure. Confidential financial information should therefore be transmitted using secure channels provided for that purpose rather than ordinary email, text message or general website contact forms.
Cookies and Website Technologies
This website may use cookies and similar technologies to support website functionality, security, user preferences and, where enabled, website analytics.
You may be able to limit or disable certain cookies through your browser settings. Doing so may affect the operation or functionality of parts of this website.
Retention
Personal information is retained only for as long as reasonably necessary to fulfill the purposes for which it was collected and to meet applicable legal, regulatory, compliance and record-retention requirements.
When personal information is no longer required, we take reasonable steps to securely destroy, delete or anonymize it, as appropriate.
Access and Correction
You may request access to personal information held about you and ask that inaccurate or incomplete information be corrected, subject to applicable legal and regulatory exceptions.
We may need to verify your identity before responding to an access or correction request.
Privacy Questions or Requests
Questions, concerns, access requests or privacy complaints may be directed to:
T. Patrick Pitz, CIM®
Privacy Officer
Delta Creek Financial Advisors
(833) 927-3158
invest@deltacreek.net
Changes to This Privacy Policy
This Privacy Policy may be updated periodically to reflect changes in our practices, technology, services or legal and regulatory requirements.
The current version will be posted on this website with the date of the most recent update.
T. Patrick Pitz, CIM®
Founder & Principal Advisor
(833) 927-3158
invest@deltacreek.net
© 2026 Delta Creek Financial Advisors. All rights reserved.
Investment products and services are offered through Portfolio Strategies Corporation.