Privacy Policy

Field Leaflet is committed to maintaining the accuracy, confidentiality, and security of your personal information. This Privacy Policy describes how we collect, use, and disclose personal data when you interact with our platform focused on US-Canada cross-border investing.

As we operate out of Winnipeg, Manitoba, our data practices are governed by the Personal Information Protection and Electronic Documents Act (PIPEDA) of Canada. Furthermore, as we provide information relevant to cross-border financial activities, we adhere to high standards of transparency regarding how your data is handled in accordance with Canadian federal privacy principles.

Field Leaflet acts as the primary Data Controller. For any inquiries regarding your data, you may contact our Privacy Officer at:

• Entity: Field Leaflet
• Address: 240 Graham Avenue, Winnipeg, MB R3C 0J7
• Email:
• Phone: +1 (919) 365-2227

We collect information that identifies, relates to, or could reasonably be linked to you. This includes:

• Identity Data: Name, professional title, and residency status (relevant for US-Canada tax treaty eligibility).
• Contact Data: Email address, phone number, and mailing address.
• Technical Data: IP address, browser type, time zone settings, and operating system.
• Usage Data: Information on how you use our website, including pages visited and time spent on investment guides (e.g., T1135 reporting or Norbert's Gambit tutorials).
• Marketing Data: Your preferences in receiving newsletters regarding US-listed ETFs and tax compliance updates.

Under PIPEDA and international standards like GDPR, we process your data under the following legal grounds:

1. Consent: When you voluntarily provide information via our contact forms or newsletter sign-ups.
2. Contractual Necessity: To fulfill requests for specific investment guides or consultations.
3. Legal Obligation: To comply with Canadian financial reporting regulations or anti-money laundering (AML) guidelines where applicable.
4. Legitimate Interest: To improve our site’s functionality and provide content relevant to Winnipeg-based investors looking at US markets.

We retain your personal data only as long as necessary to fulfill the purposes for which it was collected. For instance, tax-related inquiry data may be kept for up to 7 years to align with CRA (Canada Revenue Agency) record-keeping recommendations.

We employ administrative, technical, and physical safeguards designed to protect personal information against loss, theft, and unauthorized access. This includes encrypted SSL connections and restricted access to database servers.

As Field Leaflet specializes in US-Canada cross-border investing, some of your data may be processed on servers located in the United States. While the US may have different data protection laws than Canada, we ensure that all service providers adhere to strict confidentiality agreements and data processing addendums to maintain a level of protection equivalent to Canadian standards.

Under PIPEDA, you have the following rights regarding your personal information:

• Access: The right to request a copy of the personal data we hold about you.
• Correction: The right to request that we correct any inaccurate or incomplete information.
• Withdrawal of Consent: The right to withdraw your consent to data processing at any time.
• Erasure: The right to request the deletion of your data under certain conditions.
• Complaint: The right to lodge a complaint with the Office of the Privacy Commissioner of Canada (OPC).

To exercise these rights, please contact us via the email provided in Section 2.

Our website uses cookies to enhance user experience. These include:

• Necessary Cookies: Required for site navigation.
• Analytical Cookies: Used to understand how visitors from Winnipeg and beyond interact with our US market analysis.

You can manage your cookie preferences through our Cookie Policy or by clicking "Cookie Settings" in the footer.