This Privacy Policy explains how Summit Legacy Global (“Summit Legacy Global”, “we”, “us”, or “our”) collects, uses, and protects personal information in connection with our website, events, training, and financial distribution platform.
Summit Legacy Global operates a financial product distribution and training platform. We partner with licensed financial professionals and product providers to help families and entrepreneurs access insurance and investment solutions.
Our primary office is located at:
301-1280 Finch Ave West, North York, ON M3J 3K6
We may collect information in several ways:
When you visit our website or booking pages, we and our service providers may collect certain technical data automatically, such as:
In the context of financial planning and product placement, we may receive information from product providers, referral partners, and public sources, as permitted by law and by your consent or instructions.
We use personal information for purposes such as:
Depending on your location, our processing of personal information may be based on one or more of the following legal grounds:
Our website and booking systems may use cookies, pixels, or similar technologies to remember your preferences, enable core features, and help us understand how visitors use our pages.
You can usually adjust your browser settings to refuse cookies or to alert you when cookies are being used. Note that some parts of our site may not function properly if cookies are disabled.
We do not sell your personal information. We may share information with:
Our operations and service providers may be located in different provinces, states, or countries. Your information may therefore be processed in jurisdictions with different privacy and data protection laws than those in your home region. We take reasonable steps to protect your information in line with this Policy and applicable law.
We keep personal information only as long as reasonably necessary to fulfill the purposes described in this Policy, to comply with legal and regulatory requirements, and to resolve disputes or enforce our agreements. When information is no longer required, we will securely delete, anonymize, or archive it in accordance with our retention practices.
We use reasonable physical, technical, and administrative safeguards to help protect personal information from loss, misuse, or unauthorized access. No system can be guaranteed to be 100% secure, but we regularly review our practices and limit access to those with a legitimate business need.
Depending on your location and local laws, you may have the right to:
To exercise any of these rights, please contact us using the details in the Contact us section below. We may need to verify your identity before responding.
Our website and communications may contain links to other websites or platforms that are not operated by Summit Legacy Global. We are not responsible for the privacy practices or content of third-party sites. We encourage you to review the privacy policies of any site you visit.
Our services and business opportunity are intended for adults. We do not knowingly collect personal information from children under the age of majority in their jurisdiction without appropriate parental or guardian consent. If you believe we have collected such information in error, please contact us and we will take appropriate steps to delete it.
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make material changes, we will update the “Last updated” date at the top of this page and may provide additional notice where required.
If you have questions about this Privacy Policy or how we handle personal information, you can contact us at:
Summit Legacy Global
Office: 301-1280 Finch Ave West, North York, ON M3J 3K6
Email: [email protected] (update to your real email)