Legal PortfolioCookie
Cookie
Policy.
Last Updated: February 10, 2026
1. What are Cookies?
Cookies are essential encrypted data keys stored in your browser to maintain secure sessions between our Cloud Portal and your endpoint. They ensure your financial data remains private during active advisory sessions.
2. Strategic Usage
We use performance cookies to monitor portal load speeds and ensure our real-time reporting stays fast across Canada. We do not use third-party marketing cookies that track you across other websites.
3. Management
You may choose to disable non-essential cookies in your browser, but essential session cookies are required to access the secure Admin and Client interfaces.