Privacy Policy & Terms of Use — Altervest Ltd. (Last updated: July 31, 2026)

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PRIVACY POLICY

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Altervest Ltd. ("Altervest", "we", "us") is an independent portfolio management firm located in Brossard, Quebec, Canada. We are committed to protecting the privacy and confidentiality of the personal information entrusted to us by our clients and website visitors, in accordance with applicable Canadian and Quebec privacy legislation, including PIPEDA and Quebec's Act respecting the protection of personal information in the private sector (Law 25).

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Information we collect. In the course of providing discretionary portfolio management services, we collect personal information that may include: identification details (name, date of birth, government-issued ID), contact details (address, email, telephone and mobile numbers), financial and tax information (income, net worth, account and banking details, tax residency), and regulatory know-your-client information. We collect this information directly from you, with your consent, and use it only for the purposes for which it was collected.

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How we use your information. We use your information to open and administer your accounts and manage your portfolio; to meet our legal and regulatory obligations (including those of the Autorite des marches financiers); to communicate with you about your accounts, meetings and our services, including - with your consent - by SMS text message; and to verify your identity and prevent fraud and other unlawful activity.

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SMS / text-message communications. Where you have expressly opted in, Altervest may send you SMS text messages such as appointment and meeting reminders and account-service notifications. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP to any message, or get assistance by replying HELP or contacting us at the coordinates below. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be sold, rented, or shared with any third party.

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Disclosure and safeguarding. We do not sell personal information. We disclose it only with your consent, to service providers who assist in our operations under confidentiality obligations, or where required by law or by a regulator. We maintain physical, organizational and technological safeguards appropriate to the sensitivity of the information, and we retain it only as long as necessary or as required by law.

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Your rights. Subject to applicable law, you may request access to or correction of your personal information, withdraw consent, or lodge a complaint by contacting our Chief Privacy Officer: Genevieve Blouin, President & Chief Privacy Officer, Altervest Ltd., 7780 rue des Saules, Brossard (Quebec) J4X 2X4 - gblouin@altervest.ca - 514-443-4397.

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TERMS OF USE

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By accessing this website, you agree to the following terms. The content of this site is provided for general information only and does not constitute investment, legal, accounting or tax advice, nor an offer or solicitation to buy or sell any security. Past performance is not indicative of future results. Portfolio management services are offered only where Altervest is duly registered and pursuant to a written agreement.

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While we take care to keep the information on this site accurate and current, it is provided "as is" without warranty of any kind. Altervest is not liable for any damages arising from the use of this site or from reliance on its content. This site may contain links to third-party sites for convenience; we are not responsible for their content or privacy practices.

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All content on this site is the property of Altervest Ltd. and may not be reproduced without permission. These terms are governed by the laws of the Province of Quebec and the federal laws of Canada applicable therein. If you do not agree with these terms, please discontinue use of this site.