Privacy Policy

Plain English. No surprises.

Last updated: October 15, 2026

Who We Are

Cook Direct Trade operates from 379 Gilmour Street, Ottawa, Ontario K2P 1Y2. When we say "we," "us," or "our," we mean Cook Direct Trade. When we say "you," we mean you — the person visiting our website or engaging our services.

What We Collect and Why

When you fill out our contact form, we collect your name, email, phone number, and whatever you write in the message box. We collect this because you're asking us to get in touch — and we need a way to do that. We don't collect information silently or sell it to anyone. Ever.

If you become a client, we'll collect additional financial information as required by KYC (Know Your Client) and AML (Anti-Money Laundering) regulations. Canadian securities law requires us to verify your identity, assess your financial situation, and confirm your status as an accredited investor before providing advisory services. This information is stored securely and used only for regulatory compliance and service delivery.

Cookies

Our website uses cookies to understand how visitors use the site and to improve the experience. We use analytics cookies to track page views and navigation patterns — nothing personally identifiable. You can decline cookies when you first visit. Your choice is stored in your browser.

How We Protect Your Data

Client data is stored on encrypted, Canadian-hosted servers. Access is restricted to authorized team members on a need-to-know basis. We use SSL/TLS encryption for all data transmitted between your browser and our servers. We don't share your data with third parties unless required by law or securities regulation.

Your Rights

You can request a copy of any personal data we hold. You can ask us to correct or delete it. You can withdraw consent for non-essential data processing at any time. Email contact@cdqtrade.com and we'll respond within 10 business days.

Changes to This Policy

If we change this policy, we'll update the date at the top and, for material changes, notify existing clients by email. We won't reduce your rights without your consent.

Contact

Questions about your privacy?

Email: contact@cdqtrade.com

Phone: (213) 384-6272

Cook Direct Trade
379 Gilmour Street, Ottawa, Ontario K2P 1Y2

Important Disclosures

Past performance is not indicative of future results. All investment returns referenced on this site are historical and do not guarantee future performance.

Investing involves risk, including the possible loss of principal. Direct investments in private markets are illiquid and may result in partial or total loss of capital.

Cook Direct Trade is registered as an Exempt Market Dealer with the Ontario Securities Commission (OSC), Registration No. EMD-2010-4827. Member of the Mutual Fund Dealers Association of Canada (MFDA), Member No. 7493. FINRA broker-dealer cross-border advisory reference No. BD-2014-0312. SEC-registered investment adviser under Form ADV, File No. 801-79431. All advisory services subject to KYC and AML compliance programs under Canadian securities regulation.