Manulife Wealth Adds Heritage MD to its Platform to Expand Delivery of Tailored Financial Solutions for Healthcare Professionals
Welcome to Heritage MD (“we,” “our,” “us”). Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website [www.heritagemd.ca](http://www.heritagemd.ca)(the “Site”) and when you engage with our services.
By using our Site or providing us with your information, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect the following types of information:
1.1. Personal Information
When you interact with Heritage MD — for example, by filling out a form, subscribing to a newsletter, or contacting us — we may collect:
* Name and professional title
* Contact details (email address, phone number, mailing address)
* Employment or professional information (e.g., medical specialty, clinic or business name)
* Financial or investment information (if you engage us for services)
1.2. Non-Personal Information
We may automatically collect certain non-identifiable information when you visit our Site, including:
* Browser type and version
* Device type and operating system
* Pages viewed and time spent on the Site
* IP address and general location data (city, province, country)
This information helps us understand how visitors use our Site and improve user experience.
2. How We Use Your Information
We use collected information to:
* Provide and improve our wealth advisory and educational services
* Respond to your inquiries or requests
* Send newsletters, updates, or marketing communications (you may unsubscribe at any time)
* Personalize user experience and website content
* Comply with legal and regulatory requirements
We will only use your information for the purposes for which it was collected, unless otherwise permitted by law.
3. How We Share Your Information
We do not sell, rent, or trade your personal information.
We may share your information in limited circumstances, such as:
* With trusted service providers who assist in operating our business (e.g., web hosting, email marketing, CRM platforms)
* With professional partners or affiliates (e.g., Bakish Wealth Partners) involved in delivering services to you — only as necessary and with confidentiality obligations
* When required by law or regulatory authorities
All third parties handling personal data on our behalf are contractually bound to protect it in accordance with this Privacy Policy.
4. Cookies and Tracking Technologies
Our Site may use cookies or similar technologies to:
* Enhance website functionality and performance
* Analyze visitor traffic and usage patterns
* Improve user experience and marketing relevance
You can control or disable cookies through your browser settings. However, doing so may limit certain features of the Site.
5. Data Storage and Security
We implement appropriate technical and organizational safeguards to protect your information against loss, theft, unauthorized access, disclosure, or modification.
Personal information may be stored electronically on secure servers located in Canada or other jurisdictions with comparable protections.
6. Your Rights
You have the right to:
* Access, update, or correct your personal information
* Withdraw consent for specific uses (subject to legal or contractual restrictions)
* Request deletion of your data where applicable
To exercise these rights, please contact us.
7. Third-Party Links
Our Site may contain links to external websites not operated by Heritage MD. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing personal information.
8. Retention of Personal Information
We retain personal information only as long as necessary to fulfill the purposes for which it was collected or to comply with legal, accounting, or regulatory obligations.
9. Changes to This Policy
We may update this Privacy Policy from time to time. The revised version will be posted on our Site with an updated “Last Updated” date. Continued use of the Site signifies your acceptance of any changes.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us:
Heritage MD
Website: [www.heritagemd.ca](https://www.heritagemd.ca)
6363 Transcanada Highway, Suite 207,
St-Laurent, QC, Canada
H4T 1Z9