Privacy Policy

Information We Collect

We collect information you provide directly to us and information automatically collected when you use our services:

• • Contact information (name, email, phone number, address)
• • Financial information relevant to our planning services
• • Communication records and service preferences
• • Website usage data and technical information

How We Use Your Information

We use the information we collect for the following purposes:

• • To provide and improve our financial planning services
• • To communicate with you about your account and services
• • To comply with legal and regulatory requirements
• • To protect against fraud and ensure service security

Legal Basis for Processing

We process your personal information based on the following legal grounds:

We process your data on the basis of consent and legitimate business interests.

Data Sharing and Disclosure

We do not sell your personal information. We may share your data in limited circumstances:

• • With service providers who assist in delivering our services
• • When required by law or to protect legal rights
• • With your explicit consent for specific purposes

Cookies and Tracking

We use cookies and similar technologies to improve your website experience and analyze usage patterns.

For detailed information, please see our Cookie Policy. Cookie Policy

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Your Privacy Rights

Under Canadian privacy law, you have the following rights:

• • The right to access your personal information
• • The right to correct inaccurate information
• • The right to request deletion of your data
• • The right to restrict processing
• • The right to data portability
• • The right to object to processing

Data Retention

We retain your personal information only as long as necessary to provide our services and comply with legal obligations. Client records are typically retained for seven years after service termination.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

Privacy Policy Updates

We may update this Privacy Policy periodically. We will notify you of significant changes through our website or direct communication.

Contact Us

If you have questions about this Privacy Policy or how we handle your personal information, please contact us: