Purposes of Data Processing
Personal data is processed to provide financial advice, improve services, and comply with legal obligations.
Processing is limited to the purposes described in this policy.
Privacy Policy Overview
This Privacy Policy outlines how we collect, use, and protect personal information.
Data Sharing with Partners
We may share information with trusted partners who assist us in providing services, under strict confidentiality agreements.
Third parties receiving data are bound by confidentiality obligations.
Legal Disclosures
We may share personal data with law enforcement or regulatory bodies when legally obligated.
Disclosure to authorities occurs only when required by applicable law.
User Rights
User Rights
Users have rights regarding their personal data, including access, correction, and deletion.
Rights may be subject to legal limitations in certain circumstances.
Requests
Exercising User Rights
Requests to exercise rights will be addressed in accordance with applicable laws and regulations.
We respond to verified rights requests within the timeframe required by law.
Data Retention
Data Retention Policy
We retain personal data only as long as necessary to fulfill the purposes outlined in this policy.
Retention periods are reviewed periodically and data is deleted when no longer necessary.
Policy Updates
Policy Updates
Users will be notified of significant changes to this policy via email or through our website.
Material changes to this policy are communicated through appropriate channels.
01
Data Collection Practices
We may collect personal information such as names, contact details, and financial information to provide tailored financial advice.
The categories of data collected depend on how users interact with our services.
02
Sources of Data Collection
Information may be collected when users fill out forms, subscribe to newsletters, or engage with our services.
Data is received directly from users or generated through service interactions.
03
Types of Cookies Used
We utilize essential cookies for functionality and analytics cookies to improve user experience.
Cookies vary by purpose and may be session-based or persistent.
04
Cookie Management
Cookies can be managed through browser settings, allowing users to control their cookie preferences.
Users may adjust cookie preferences through browser settings at any time.
Contact Information
Email
Phone
+1 416-918-6248
Address
336 Dundas Street West, Toronto ON M5T 1G5
General inquiries