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The Business Protection Checklist
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TERMS OF SERVICE – Campagnaro Wealth Advisory
Effective Date: [Insert Date]
Last Updated: [Insert Date]
These Terms of Service (the “Terms”) govern your access to and use of the website, landing pages, booking pages, downloadable resources, communications, and related services offered by Campagnaro Wealth Advisory Corp. (“Campagnaro Wealth Advisory”, “we”, “us”, or “our”).
By accessing or using our website or services, submitting a form, downloading a resource, booking a consultation, requesting information, or otherwise interacting with us online, you agree to be bound by these Terms and our Privacy Policy. If you do not agree with these Terms, do not use our website or services.
Campagnaro Wealth Advisory is an independent advisory business focused on helping clients improve their financial circumstances through a client-centered, needs-based approach. We provide insurance and wealth advisory-related services, including services relating to financial protection, life insurance, retirement planning discussions, estate planning discussions, and related strategies for individuals, families, and business owners.
Campagnaro Wealth Advisory currently serves clients in British Columbia, Alberta, Saskatchewan, and Manitoba, subject to licensing, regulatory, and product availability requirements.
We may represent or be contracted with multiple insurers and may place business through one or more managing general agencies. We may also use third-party platforms and technology tools to support booking, communications, digital applications, and client servicing.
Unless expressly stated otherwise in a separate written agreement, Campagnaro Wealth Advisory does not underwrite insurance, issue insurance policies, or guarantee approval. Insurance products are issued by third-party insurers and remain subject to insurer underwriting, terms, conditions, limitations, exclusions, and approval requirements.
Our website may allow you to:
Any information provided through our website is for general informational and marketing purposes unless we expressly agree in writing to provide specific advisory services to you.
Unless expressly agreed in writing, Campagnaro Wealth Advisory does not provide legal advice, legal services, accounting services, tax return preparation, tax compliance services, or formal legal opinions.
Information on our website, in downloadable materials, in emails, or in general discussions should not be relied upon as legal, accounting, or tax advice. If you require legal, tax, accounting, or other specialized advice, you should consult a qualified professional in that field.
Your use of our website, submission of a contact form, download of a resource, or booking of a consultation does not by itself create a long-term advisory, broker-client, or ongoing service relationship beyond the scope of the interaction requested.
A client relationship requiring advice, implementation, or ongoing servicing may be formed only when:
Our services are intended for individuals and businesses located in jurisdictions where we are licensed or otherwise permitted to provide the relevant services.
The availability of a product, recommendation, or advisory service may depend on:
We reserve the right to refuse or limit services where we are not licensed, where a requested service is outside our scope, or where legal, compliance, underwriting, or operational constraints apply.
Campagnaro Wealth Advisory uses a client-centered, needs-based process. Depending on your circumstances, this may include:
Any recommendation we provide is based on the information made available to us and the assumptions reasonably relied upon at the time. Recommendations may change if your personal, financial, family, health, business, or tax circumstances change.
We do not guarantee:
Insurance approvals, pricing, policy terms, exclusions, underwriting decisions, and coverage terms are determined by the insurer and applicable law.
You agree to provide complete, accurate, and up-to-date information when interacting with us, requesting advice, booking a consultation, or applying for insurance.
You are responsible for:
We are entitled to rely on the information you provide unless we have reason to believe it is incomplete, inconsistent, or inaccurate.
Campagnaro Wealth Advisory may receive compensation from insurers, managing general agencies, or product providers in connection with insurance or related products placed through our business. We may also maintain referral relationships and may, where permitted by law, thank clients or professional contacts for introductions or referrals.
Additional disclosure about compensation, product placement, and business relationships may be provided through client disclosure documents, engagement materials, or as otherwise required by law.
We may provide guides, checklists, videos, webinars, planning resources, and other educational materials, including lead magnets such as insurance or financial planning resources. These materials are intended for general educational and informational purposes only and do not constitute individualized advice, an insurance recommendation, or a guarantee that a product or strategy is suitable for you.
You should not make insurance, legal, tax, investment, or business decisions based solely on educational materials without obtaining advice tailored to your circumstances.
Our website may allow you to book consultations, request calls, or submit forms through third-party platforms. We may also use third-party platforms for scheduling, intake, CRM, communications, digital applications, and workflow management.
For example, we may use Microsoft Bookings to schedule appointments and consultations.
Your use of those third-party tools may also be subject to the provider’s own terms, privacy policies, and service conditions. We are not responsible for third-party platform content, uptime, security, availability, or contractual terms, except to the extent required by law.
By submitting your contact information to us, requesting a consultation, downloading a resource, or otherwise interacting with our website, you consent to receive communications from us relating to your inquiry, requested services, bookings, and client servicing.
Where required under Canada’s Anti-Spam Legislation (“CASL”), we will seek your consent before sending commercial electronic messages such as newsletters, event invitations, promotions, or marketing updates. You may unsubscribe from marketing communications at any time.
If you provide your phone number, you consent to us contacting you by phone or text regarding your inquiry, appointments, reminders, follow-up, and service-related communications. If you separately consent, appointment reminders or similar messages may be sent using automated technology.
Your use of our website and services is also governed by our Privacy Policy, which explains how we collect, use, disclose, and protect personal information. By using our website or services, you acknowledge that you have read and understood our Privacy Policy.
All content on our website, including text, graphics, branding, logos, layouts, lead magnets, guides, downloadable resources, page designs, and other materials, is owned by Campagnaro Wealth Advisory or used under licence, and is protected by copyright, trademark, and other applicable laws.
You may access and use our website and materials for your personal, non-commercial use only. You may not, without our prior written permission:
You agree not to:
Our website may contain links to third-party websites, insurer pages, booking tools, social media pages, videos, calculators, application platforms, or external resources. These are provided for convenience only.
We do not control and are not responsible for:
Your use of third-party websites or services is at your own risk and subject to their terms.
We aim to keep our website and services available and reasonably current, but we do not guarantee that the website, forms, scheduling tools, or downloadable materials will be uninterrupted, error-free, secure, or always available.
To the maximum extent permitted by law, the website and all content and services provided through it are provided on an “as is” and “as available” basis without warranties of any kind, whether express, implied, or statutory, including any implied warranties of merchantability, fitness for a particular purpose, title, accuracy, availability, or non-infringement.
To the fullest extent permitted by law, Campagnaro Wealth Advisory, its directors, officers, employees, contractors, agents, affiliates, representatives, and service providers will not be liable for any direct, indirect, incidental, special, consequential, exemplary, or punitive damages, or for any loss of profits, business opportunity, goodwill, data, revenue, savings, or anticipated benefits arising from or related to:
Nothing in these Terms limits liability where such limitation is prohibited by applicable law.
You agree to indemnify, defend, and hold harmless Campagnaro Wealth Advisory and its directors, officers, employees, contractors, agents, affiliates, and representatives from and against any claims, losses, liabilities, damages, costs, and expenses (including reasonable legal fees) arising from or related to:
We reserve the right, in our discretion, to restrict, suspend, or terminate access to our website or services, or decline to engage with a prospective client, at any time and without notice where reasonably necessary for legal, compliance, security, operational, licensing, or business reasons.
We may update these Terms from time to time. Updated Terms will be posted on our website with a revised “Last Updated” date. By continuing to use the website after updated Terms are posted, you agree to the revised Terms to the extent permitted by law.
These Terms are governed by the laws of Canada and the applicable laws of the province in which Campagnaro Wealth Advisory is licensed to provide services, without regard to conflict of law principles.
Any dispute arising out of or relating to these Terms, the website, or the services shall be brought before a court of competent jurisdiction in Canada, unless applicable law requires otherwise.
If any provision of these Terms is held to be invalid, illegal, or unenforceable, that provision will be severed and the remaining provisions will remain in full force and effect to the fullest extent permitted by law.
These Terms, together with our Privacy Policy and any other written agreement you enter into with Campagnaro Wealth Advisory, constitute the entire agreement between you and us with respect to your use of the website and supersede prior discussions or understandings relating to that subject matter, except where a separate signed agreement expressly governs.
If you have questions about these Terms, please contact:
Campagnaro Wealth Advisory Corp.
Founder: Mauro Campagnaro
Email: info@campagnarowealth.ca
Phone: +1 587 760 1877
Website: campagnarowealth.ca
PRIVACY POLICY – Campagnaro Wealth Advisory
Effective Date: 06/07/2026
Last Updated: 06/07/2026
Campagnaro Wealth Advisory Corp. (“Campagnaro Wealth Advisory”, “we”, “us”, or “our”) is committed to protecting the privacy, confidentiality, and security of personal information entrusted to us.
We provide independent insurance and wealth advisory services to individuals, families, and business owners in Canada, including services relating to life insurance, financial protection planning, retirement planning discussions, estate planning discussions, and related wealth advisory strategies. We are an independent life-licensed advisory business with access to multiple insurance carriers and may work with managing general agencies and service providers to support our advisory and insurance placement services.
This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information through our website, online forms, lead magnets, consultation funnels, booking tools, and our advisory services.
We handle personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable federal or provincial privacy requirements.
This Privacy Policy applies to personal information collected by Campagnaro Wealth Advisory through:
This Privacy Policy does not replace any insurer-specific, MGA-specific, or platform-specific privacy disclosures you may receive when applying for an insurance product or using a third-party service.
Campagnaro Wealth Advisory Corp. is an independent advisory business that helps clients assess insurance and financial protection needs and, where appropriate, facilitates access to insurance and related financial products offered by third-party insurers and providers.
Campagnaro Wealth Advisory currently serves clients in British Columbia, Alberta, Saskatchewan, and Manitoba, subject to licensing, regulatory, and product availability requirements.
Depending on how you interact with us, we may collect the following categories of personal information.
Where you request insurance advice, a quote, or an application, we may collect information such as:
Depending on the service requested, insurers or underwriting processes may require sensitive information, which may include:
We only collect sensitive information where reasonably necessary for the services requested, with appropriate consent or as otherwise permitted or required by law.
When you use our website, we may automatically collect certain technical information, such as:
We collect personal information in a variety of ways, including:
For example, when you:
We may use cookies, pixels, analytics tools, and similar technologies to collect website usage and performance information.
Depending on the service, we may receive information from:
We collect, use, and disclose personal information for purposes such as:
By providing personal information to us, using our website, submitting a form, requesting a consultation, or engaging our services, you consent to our collection, use, and disclosure of your personal information as described in this Privacy Policy, subject to applicable law.
Depending on the circumstances, your consent may be:
You may withdraw your consent to certain uses of your personal information at any time, subject to legal, regulatory, contractual, or operational restrictions. However, if you withdraw consent, we may be unable to provide some or all of the services you requested.
If you provide us with personal information about another individual, you represent that you have the authority and consent to do so.
Insurance and financial planning-related services often require the collection and sharing of highly sensitive information. If you ask us to assist with insurance recommendations, quotes, applications, or related servicing, your personal information may be disclosed to insurers, managing general agencies, underwriters, application platforms, and other service providers as reasonably necessary to evaluate, process, issue, administer, or service the product or advice requested.
This may include health, financial, lifestyle, and identifying information where required for underwriting, suitability review, compliance, fraud prevention, policy administration, or regulatory obligations.
We strive to limit collection and disclosure to what is reasonably necessary for the service being provided.
We do not sell your personal information.
We may disclose personal information in the following circumstances:
If you request insurance advice, a quote, an illustration, or an application, we may disclose your information to one or more insurers or product providers to obtain quotes, assess eligibility, process an application, issue coverage, or service a policy.
We may place business through one or more managing general agencies or similar intermediaries and may disclose personal information to them where reasonably necessary to support insurance placement, administration, compliance, or servicing.
We may use third-party providers for:
These providers may process information on our behalf and are expected to protect it appropriately.
Where appropriate and authorized, we may share information with accountants, lawyers, tax professionals, or other advisors involved in your planning.
If you were referred to us, we may acknowledge or track the referral for internal business purposes. We do not disclose sensitive planning, health, or insurance details to referrers without your consent, unless required by law.
We may disclose personal information where required or permitted by law, including in response to lawful requests, court orders, regulatory obligations, fraud prevention requirements, or licensing and compliance obligations.
If Campagnaro Wealth Advisory is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar transaction, personal information may be disclosed as part of that process, subject to appropriate safeguards and legal requirements.
If you provide your consent, we may send you commercial electronic messages (“CEMs”) under Canada’s Anti-Spam Legislation (“CASL”), including emails about:
You can withdraw your consent or unsubscribe from marketing communications at any time by:
Withdrawing marketing consent will not affect service-related or transactional communications that we may still need to send in connection with your account, inquiry, booking, or requested services.
If you provide your phone number, we may contact you by phone, email, and text/SMS regarding:
If you separately consent, we may also use automated technology to send appointment reminders or follow-up messages. Standard messaging and data rates may apply.
Our website may use cookies, pixels, tags, and similar technologies to:
These tools may collect technical and usage information such as device information, pages visited, actions taken, and referral sources.
You can manage some cookie preferences through your browser settings or device settings, although disabling cookies may affect site functionality.
Our website may integrate with or link to third-party services, such as:
For example, we may use Microsoft Bookings to schedule appointments and consultations.
When you interact with a third-party service, your information may also be governed by that provider’s privacy practices and terms. We encourage you to review those policies where relevant.
Some of our service providers, insurers, managing general agencies, cloud vendors, software vendors, and technology platforms may store or process personal information outside your province or outside Canada, including in the United States or other jurisdictions.
When personal information is transferred to another jurisdiction, it may be subject to the laws of that jurisdiction and may be accessible to courts, law enforcement, regulators, or national security authorities in accordance with applicable laws.
We take reasonable steps to ensure that third-party providers handling personal information for us are subject to appropriate confidentiality and security obligations.
We retain personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, to service the client relationship, to comply with legal and regulatory requirements, to resolve disputes, and to enforce our agreements.
Retention periods may vary depending on:
When personal information is no longer required, we will securely destroy, delete, anonymize, or otherwise de-identify it, subject to legal obligations.
We use administrative, physical, and technological safeguards designed to protect personal information against loss, theft, unauthorized access, use, disclosure, copying, modification, or destruction.
These safeguards may include:
No method of transmission over the internet or electronic storage system is completely secure. While we take reasonable precautions, we cannot guarantee absolute security.
Subject to applicable law, you may have the right to:
To protect your privacy, we may need to verify your identity before responding to a request.
We rely on the information you provide to deliver recommendations, planning support, and insurance-related services. You are responsible for ensuring that the information you provide is accurate, complete, and up to date, and for informing us of material changes that may affect our advice or the products under consideration.
Our website and services are intended for adults and are not directed to children. We do not knowingly collect personal information from children through the website except where information about dependants or beneficiaries is provided by a parent, guardian, or authorized individual in connection with legitimate insurance or financial planning services.
We may update this Privacy Policy from time to time to reflect changes in our services, legal obligations, technology, or business practices. When we do, we will post the updated version on our website and revise the “Last Updated” date above. Continued use of our website or services after changes are posted may constitute acceptance of the updated policy to the extent permitted by law.
If you have questions about this Privacy Policy, wish to access or correct your personal information, withdraw consent, or make a privacy-related complaint, please contact:
Campagnaro Wealth Advisory Corp.
Attention: Privacy Officer / Mauro Campagnaro
Canada
Email: info@campagnarowealth.ca
Phone: +1 587 760 1877
Website: campagnarowealth.ca
If you are not satisfied with our response to a privacy concern, you may have the right to contact the Office of the Privacy Commissioner of Canada or another applicable regulator.
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FAMILY WEALTH PROTECTION:
A COMPLETE CHECKLIST
Your roadmap to protecting what matters most, use this complete, easy-to-follow checklist to safeguard family assets, organize essential documents, update beneficiaries, review insurance and titling, and prepare for emergencies with confidence.
