Effective Date:

June 1, 2025

Last Updated:

June 16, 2025

Legacy Financial Group ("we," "our," or "us") values your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you interact with our website, services, and communications — including SMS text messaging.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, phone number, email. SMS Opt-in Details: If you opt in to receive SMS messages, we collect your phone number and consent. Website Usage Data: IP address, browser type, and activity via cookies or similar technologies.

2. How We Use Your Information

We use your information to:

Provide appointment reminders, and educational content via SMS or email. Manage client relationships. Comply with legal and regulatory obligations.

3. SMS Communication and Consent

By providing your mobile number through our website or other opt-in channels, you

consent to receive text messages from Legacy Financial Group related to our services.

Message and data rates may apply. You may opt out at any time by replying STOP.

4. Sharing Your Information

We do not sell your personal information. We may share your information with:

Licensed advisors within our organization or regulatory bodies as required by law.

All parties are contractually obligated to safeguard your data.

5. Data Protection

We implement physical, technical, and administrative safeguards to protect your information from unauthorized access, loss, or misuse.

6. Your Rights

You have the right to:

Access your personal data, Correct inaccuracies or withdraw consent for communications at any time

To exercise these rights, email us at

[email protected]

alternatively you can speak directly to your advisor.

7. Contact Us

If you have any questions or concerns regarding this policy, contact us at:

World Financial Group
#101, 625 42nd Ave NE, Calgary Alberta

Email: [email protected]

Phone: 4035201424

8. Updates to This Policy

We may update this policy from time to time. Changes will be posted to this page with a new effective date.