Cookie Policy

Last updated: November 15, 2025

Vertex Advisors

77 King Street West, Toronto, ON M5K 1A1

Phone: +1 (416) 782-5493

Email: [email protected]

Understanding Our Cookie Usage

This Cookie Policy explains how Vertex Advisors uses cookies and similar tracking technologies when you visit our website. We believe in transparency about how we collect and use data, and this policy provides detailed information about our cookie practices.

Cookies are small text files stored on your device when you visit websites. They help us provide you with a better browsing experience by remembering your preferences, analyzing site usage, and improving our services. You have complete control over which cookies you accept.

Types of Cookies We Use

Essential Cookies

These cookies are necessary for the website to function properly. They enable basic features like page navigation, security, and access to secure areas. The website cannot operate correctly without these cookies.

Includes:

  • • Functionality Storage: Core website operations and features
  • • Security Storage: Protection against fraud and security threats

Status: Always Active (Cannot be disabled)

Analytics Storage

Analytics cookies help us understand how visitors interact with our website by collecting information about pages visited, time spent on the site, and any errors encountered. This data helps us improve our website's performance and user experience.

Purpose:

  • • Measure website traffic and visitor behavior
  • • Identify popular content and improve site navigation
  • • Detect and diagnose technical issues

Status: Optional (Can be enabled/disabled)

Advertising Storage

These cookies enable us to deliver relevant advertisements and measure the effectiveness of our marketing campaigns. They help us understand which ads are most useful to visitors and prevent showing the same ad repeatedly.

Purpose:

  • • Deliver targeted advertising based on interests
  • • Measure advertising campaign performance
  • • Prevent excessive ad repetition

Status: Optional (Can be enabled/disabled)

Advertising User Data

This category involves sending user data to advertising platforms for enhanced targeting and measurement. It allows us to create more relevant advertising experiences while respecting your privacy preferences.

Purpose:

  • • Share anonymized data with advertising partners
  • • Improve ad relevance and effectiveness
  • • Enable remarketing to interested visitors

Status: Optional (Can be enabled/disabled)

Ad Personalization

Personalization cookies allow us to customize advertisements based on your interests and previous interactions. This ensures you see ads that are more relevant to your needs and preferences.

Purpose:

  • • Customize ad content based on user interests
  • • Create personalized marketing messages
  • • Improve overall advertising experience

Status: Optional (Can be enabled/disabled)

Personalization Storage

These cookies store your preferences and settings to provide a customized browsing experience. They remember choices you make such as language preferences, display settings, and other personalization options.

Purpose:

  • • Remember user preferences and settings
  • • Provide customized content experiences
  • • Save display and accessibility options

Status: Optional (Can be enabled/disabled)

Manage Your Cookie Preferences

You have complete control over which cookies you accept. Use the toggles below to customize your preferences. Your choices will be saved and applied immediately across our website.

Managing Cookies Through Your Browser

Most web browsers allow you to control cookies through their settings. You can configure your browser to refuse cookies, delete existing cookies, or notify you when new cookies are set. However, please note that disabling certain cookies may affect your ability to use some features of our website.

Common Browser Cookie Settings:

  • • Chrome: Settings → Privacy and Security → Cookies and other site data
  • • Firefox: Options → Privacy & Security → Cookies and Site Data
  • • Safari: Preferences → Privacy → Manage Website Data
  • • Edge: Settings → Cookies and site permissions → Cookies and site data

Your Rights and Controls

You have several rights regarding cookies and your data:

Right to Withdraw Consent

You can change your cookie preferences at any time by revisiting this page or adjusting your browser settings.

Right to Access Data

You can request information about the data we collect through cookies by contacting us.

Right to Data Portability

You can request a copy of the cookie-related data we hold about you in a structured format.

Contact for Data Requests

Email us at [email protected] or use our contact form to exercise your data rights.

Cookie Usage & Opt-Out Options

Cookies help us improve your experience, but their use is optional. If you do not wish to be tracked via cookies, you can:

  • • Adjust your browser settings to block or delete cookies
  • • Use browser extensions or tools to manage cookie permissions
  • • Contact us to request removal of any related data that may have been collected

You are free to browse our website without accepting cookies or submitting personal information. We honor your choice and ensure compliance with your privacy preferences.

Impact of Disabling Cookies

While you can browse our website without accepting optional cookies, please be aware that disabling certain cookies may impact your experience:

Limited Functionality

Some interactive features may not work as intended without personalization cookies.

Repeated Preferences

You may need to re-enter preferences each time you visit if cookies are disabled.

Generic Content

Content and recommendations will not be customized to your interests.

Less Relevant Ads

You may see advertisements that are less relevant to your interests.