Privacy Policy

Last Updated: December 14, 2025

Vantage Corporate ("we," "us," or "our") is committed to maintaining the privacy and security of your personal and corporate information. This Privacy Policy outlines our practices in compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and strict carrier standards.

1. Collection of Information

We collect personal and corporate information that you voluntarily provide to us through our website's contact and assessment forms. This includes:

• Identity Data: Name, title, and position.
• Contact Data: Email address, telephone number, and business address.
• Corporate Data: Company name, estimated revenue range, number of shareholders, and business structure details used for preliminary assessment.

2. Use of Information

Your information is used strictly for the following purposes:

• To assess your corporation's eligibility for specific tax and estate planning strategies (e.g., CDA, IFA, IPP).
• To communicate with you regarding your inquiry.
• To comply with legal and regulatory obligations as licensed financial advisors.

3. Disclosure of Information

We do not sell, trade, or rent your information to third parties.

We may disclose your information to our partner financial institutions (such as Manulife, Equitable Life, iA Financial Group, or Ivari) only when you explicitly engage us to implement a specific strategy or policy, and strictly for the purpose of underwriting and administration.

4. Data Security

We implement industry-standard security measures to protect your data. Online submissions via our website are encrypted. Our internal systems restrict access to your personal information to only those employees and advisors who require it to perform their professional duties.

5. Contact Us

If you have questions about this Privacy Policy or how we handle your data, please contact our Privacy Officer: