Privacy & Cookie Policy


Last Updated: 2026-02-26

Introduction

Sigma2 Family Office Inc. (“we”, “us”, or “our”) is committed to protecting the confidentiality, security, and accuracy of personal information. As a firm registered with the Autorité des marchés financiers (AMF), safeguarding personal information is fundamental to our regulatory and fiduciary responsibilities.

This Privacy & Cookie Policy describes how we collect, use, disclose, and protect personal information through our website in accordance with:

  • The Personal Information Protection and Electronic Documents Act (PIPEDA);

  • Quebec’s Act respecting the protection of personal information in the private sector (Law 25), where applicable; and

  • Applicable provincial securities regulatory requirements.

Personal Information We Collect

We collect only limited personal information through our public website.

Website Contact Forms

If you submit an inquiry through our website, we collect:

  • Your name

  • Your email address

We do not request investment account information, financial details, Social Insurance Numbers, or other sensitive personal or financial information through our website.

Visitors and clients are instructed not to transmit confidential financial or account-related information through website forms or general email. Sensitive information should be transmitted only through the designated secure client portal.

Purpose of Collection

Personal information collected through our website is used solely to:

  • Respond to inquiries

  • Communicate regarding requested information or services

We do not use website-collected information for automated decision-making, profiling, marketing analytics, or behavioral advertising.

We do not sell, rent, or trade personal information.

Cookies and Tracking Technologies

Our website uses only essential cookies required for basic functionality, security, and technical performance.

We do not use:

  • Analytics cookies

  • Advertising or marketing cookies

  • Behavioral tracking technologies

  • Social media tracking pixels

Essential cookies may support:

  • Secure website operation

  • Fraud prevention and cybersecurity

  • Network and session management

These cookies do not track user activity across websites and are not used for marketing or profiling purposes.

Because we do not use non-essential cookies, consent for optional tracking is not required.

Hosting and Technical Service Providers

Our website is hosted by third-party infrastructure providers (such as Squarespace and/or GoDaddy). These providers may process limited technical information, including IP addresses and server log data, strictly for operational purposes such as:

  • Website hosting

  • Cybersecurity monitoring

  • System maintenance and performance

Such processing is limited to infrastructure and security functions and is not used by us for marketing, profiling, or analytics purposes.

Client Portal Access

Our website provides a link to a secure third-party client portal that allows clients to access their investment account information.

The client portal:

  • Is operated by an independent third-party service provider;

  • Is not embedded within our website;

  • Is subject to the privacy and security policies of the portal provider.

When accessing the client portal, users leave our website and are governed by the portal provider’s terms and privacy practices. Please visit the following link for further information.

https://www.ndexsystems.com/privacy-policy/

We are not responsible for the privacy practices of external platforms.

Safeguards

We maintain reasonable administrative, technical, and physical safeguards appropriate to the sensitivity of the information we hold. These measures are designed to protect personal information against:

  • Unauthorized access

  • Loss or theft

  • Disclosure or misuse

  • Unauthorized modification

Access to personal information is restricted to authorized personnel who require it for legitimate business or regulatory purposes.

Retention

Personal information collected through the website is retained only for as long as necessary to:

  • Respond to inquiries; and

  • Meet applicable legal, regulatory, and recordkeeping obligations.

Information is securely destroyed when no longer required.

Your Rights

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

  • Request access to personal information we hold about you;

  • Request correction of inaccurate or incomplete information;

  • Withdraw consent, subject to legal or contractual limitations;

  • In Quebec, request information about the categories of persons who have access to your information and the location where it is held.

Requests may be submitted to our Privacy Officer using the contact information below.

Privacy Officer

In accordance with applicable privacy legislation, the person with the highest authority within the organization is responsible for the protection of personal information. This function may be delegated.

Privacy-related inquiries or requests may be directed to:

Privacy Officer
Sigma2 Family Office Inc.
privacyoffice@sigma2fo.com
455-One Westmount Square
Westmount, QC, H3Z 1P9

Policy Updates

We may amend this Privacy & Cookie Policy from time to time to reflect changes in legal, regulatory, or operational requirements. The most current version will always be posted on our website.