Privacy policy
Your information stays with us
Zenith Advisory Inc. ("we") collects personal information only to provide financial advice and to arrange the products and services you ask for. This includes contact details, financial information you share with us, and information needed by the financial institutions whose products you choose.
How we use it
To prepare your plan, to apply for and administer products on your behalf, to meet our legal and regulatory obligations, and to contact you about your plan. We do not sell your information.
Who we share it with
The financial institutions involved in your plan, our regulators when required by law, and service providers who help us run our business under confidentiality obligations.
Website forms and booking
Forms on this site are processed by our hosting provider. Call bookings are processed by Calendly. Each has its own privacy policy. We use basic, anonymised analytics to understand how the site is used.
Your rights
You can ask to see, correct or delete the personal information we hold about you, subject to legal retention requirements. Contact us at info@zenithadvisoryinc.com or 1 (800) 647-8656.
Last updated October 2026.
Get started
Your next step is a 30-minute conversation
- Book your free call. 30 minutes, no prep, no obligation.
- Get your written plan. Where you are, where you're going, and exactly what to do, in one document you can read.
- Put it to work. We implement it with you and review it every year.