Privacy Policy

Collection of Information

We collect the following types of information:

Personal information that you provide

In general, we collect Personal Information that you voluntarily submit to us thru InvestX Financial (Canada) Ltd. (“InvestX Financial”). We also collect information that you submit in the process of creating or editing your account and user profile on InvestX Financial. For example, our registration and login require that you provide us with your name, valid e-mail address and a password of your choice. When you personalize your profile and use the features of InvestX Financial we will collect any information that you voluntarily provide, and we may request optional information such as your citizenship and information to support your investor qualification for certain offerings.

If you choose to sign up to receive information about products or services that may be of interest to you, we will collect your e-mail and other related information. Additionally, we collect any information that you voluntarily enter, including Personal Information, into any postings, comments or forums within the InvestX Financial community.

By voluntarily providing us with Personal Data, you are consenting to our use of it in accordance with this Privacy Policy. If you provide Personal Data, you acknowledge and agree that such Personal Data may be transferred from your current location to the offices and servers of InvestX Financial and the authorized third parties referred to herein located in Canada and the United States.

Personal Information from Other Sources:

We do not collect other Personal Information about you from other sources with which you have registered or interacted at this time.

E-mail and E-mail Addresses:

If you send an e-mail to us, we will collect your e-mail address and the full content of your email, including attached files, and other information you provide. We will use your email address to contact you for information related to online investments or other related information. You may indicate your preference to stop receiving further promotional communications as further detailed below.

Information Collected Via Technology

As you use InvestX Financial, certain information may be passively collected and stored in our service providers’ server logs, including your Internet protocol address, browser type, and operating system. We also use Cookies and navigational data to gather information regarding the date and time of your visit and the solutions and information for which you searched and viewed, or articles or stories on InvestX Financial that you clicked. An Internet Protocol address or “IP” address is a number assigned to your computer when you use the internet.

We use “Cookies” which are small pieces of information that a website sends to your computer’s hard drive while you are viewing the website. Cookies are not unique to InvestX Financial. Most, if not all websites use cookies. There are two types of cookies – session cookies and persistent cookies.

Session cookies expire once you close your web browser and persistent cookies stay on your computer until you delete them. We use cookies to provide you with a more personal and interactive experience with InvestX Financial.

Persistent cookies can be removed by following your internet browser help file directions. In order to use the services offered through InvestX Financial, you must accept Cookies. If you choose to disable cookies, some parts of a website may not work properly, and you may not be able to receive our services.

You can learn more about cookie preferences in your browser settings or visit for more information. Cookies: Frequently Asked Questions is a good starting place.

Mobile & Local information:

We are not utilizing mobile- enabled services at this time. We will notify you if and when you subscribe or sign up for such services in the future.


Our site offers a publically accessible blog. You should be aware that any information that you provide in these areas may be read, collected and used by others who access them. To request removal of your personal information from our blog, contact us at In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why.

Links to other Web Sites:

This Privacy Policy applies only to this site. This site may contain links to other websites that are not operated or controlled by InvestX Financial. The policies and procedures we describe here do not apply to the Third Party Sites. The links from this website do not imply that InvestX Financial endorses or have reviewed the Third Party Sites. Please visit those sites directly for information on their privacy policies.

Feedback Information:

If you provide feedback to us, we may use and disclose such feedback for any purpose.

This site uses Google Analytics

This site uses Google Analytics to track viewing trends and help analyze how visitors use the InvestX Financial site. This information is intended to help us improve the InvestX Financial site and the overall user experience. Google Analytics uses cookies to collect standard internet log information and visitor behaviour information in an anonymous form. None of the information gathered is personally identifiable in nature without your expressed permission.

Our Use of your Personal Data and Other Information

InvestX Financial will only use or disclose your personal information for the reason(s) it was collected unless you give us consent to disclose it for any other reason, or InvestX Financial is required by law to disclose personal information without consent or InvestX Financial is requested by securities regulators to disclose information. InvestX Financial will comply with applicable privacy legislation in connection with the use and disclosure of personal information.

InvestX Financial is not required to obtain consent for the disclosure of your private information in the following circumstances:

  1. To provincial securities regulators
  2. To government agencies or law enforcement agencies
  3. When we are in receipt of a valid court order or search warrant

Under no circumstances will we sell, share or release any private data to other entities or companies (other than those whom we contract to) for their own use.

Your information may be shared with other companies that provide services to InvestX Financial for the purpose of marketing, including telemarketing so that these companies can provide a broader range of product or service solutions to meet your needs. We have contracts in place holding these companies to the same high standards confidentiality by which we are governed.

InvestX Financial is committed to keeping all information available to the users of our site as accurate, complete and up to date as reasonably possible, based upon the most recent information available to us. If you notice an inaccuracy, please report it to us and we will make the necessary changes. Users of this site are responsible for informing InvestX Financial of any change in their information.

A copy of our Privacy Policy is always available upon request and may be found on our website at If you want to review or verify your personal information or find out to whom we have disclosed it, please request this by contacting us.

If you have any questions or concerns, please do not hesitate to contact us at or by phone at 778.383.1028. You may also contact the Office of the Information & Privacy Commissioner at 1.800.663.7867 for additional concerns on privacy-related matters. Or visit the website at

Changes to InvestX Financial Privacy Policy:

We may update this privacy policy from time to time to reflect our information practices. If we make any material changes we will notify you by email (sent to the email specified in your registration) or by means of a notice on this Site prior to the change becoming effective. We encourage you to review this page periodically for the latest information about our privacy policies.

Contact Us:

InvestX Financial (Canada) Ltd.
#650 – 1090 West Georgia,
Vancouver, British Columbia
T: 778.383.1028