At MILLERDALE INVESTMENTS LIMITED, we are committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, contact us, or engage our investment advisory services.

We may collect the following types of information:

• Contact Information: Name, email address, phone number, mailing address
• Professional Information: Employment history, education, and information submitted through career applications
• Client Information: Financial profile details provided during advisory engagements, as governed by separate client agreements
• Technical Data: IP address, browser type, device information, and pages visited
• Communications: Messages sent through contact forms, email correspondence, and consultation requests

We use your information for the following purposes:

• To respond to enquiries and provide requested information about our services
• To process employment applications and communicate regarding career opportunities
• To deliver investment advisory and wealth management services to clients
• To improve our website, communications, and client experience
• To comply with legal, regulatory, and professional obligations
• To detect and prevent fraud, unauthorized access, and other unlawful activity

We may share your information with:

• Service providers who assist with website hosting, email delivery, and administrative functions
• Professional advisers including legal and accounting firms, where appropriate
• Regulatory authorities and law enforcement when required by law
• Affiliated entities within our corporate group for operational purposes

We do not sell your personal information to third parties for marketing purposes.

We implement reasonable administrative, technical, and physical safeguards to protect personal information, including:

• Secure transmission protocols for website communications
• Restricted access to personal information on a need-to-know basis
• Regular review of data handling practices
• Employee training on confidentiality and privacy obligations

Depending on your jurisdiction, you may have the right to:

• Request access to personal information we hold about you
• Request correction of inaccurate or incomplete data
• Request deletion of personal information, subject to legal retention requirements
• Object to or restrict certain processing activities
• Withdraw consent where processing is based on consent

To exercise these rights, please contact us using the details below.

We may use cookies and similar technologies to:

• Maintain website functionality and session preferences
• Analyze traffic patterns and improve site performance
• Enhance security and prevent abuse

You can manage cookie preferences through your browser settings. Disabling cookies may affect certain website features.

With offices in Canada, the United States, and Australia, your information may be processed in multiple jurisdictions. We take steps to ensure appropriate safeguards are in place when personal data is transferred across borders.

We retain personal information only as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements.

We may update this Privacy Policy periodically. Significant changes will be posted on this page with a revised effective date.

If you have questions about this Privacy Policy or our data practices, please contact us at:

MILLERDALE INVESTMENTS LIMITED
Corporation Number: 051974-0
Business Number: 103696803RC0001
141 Kent St, Charlottetown, PE C1A 4L1, Canada
Email: info@millerdaleinvestments.ca
Phone: +1 (902) 894-6200