Purposes of Data Processing
We process personal data to provide financial consulting services and improve user experience.
Processing is limited to the purposes described in this policy.
Privacy Policy Overview
This Privacy Policy outlines how we handle personal data collected through our services.
Contact Information
Email
Phone
+1 902-540-2204
Address
265 Armadale Avenue, Toronto ON M6S 3X5
General Inquiries
Data Sharing Practices
We may share data with trusted partners for service delivery and analytics purposes.
Third parties receiving data are bound by confidentiality obligations.
Legal Disclosures
We may share personal data with legal authorities if mandated by law or to protect our rights.
Disclosure to authorities occurs only when required by applicable law.
Data collection overview
How information is collected and how cookies work
This section outlines the categories of personal information we collect, where that information comes from, the cookie types used on the site, and the options available to manage cookie preferences.
Data collected
Data Collection Practices
We collect personal data such as names, contact information, and financial details necessary for providing our consulting services.
The categories of data collected depend on how users interact with our services.
Sources of data
Data Sources
We gather data from forms submitted by users, cookies, and analytics tools that track user engagement.
Data is received directly from users or generated through service interactions.
Cookie types
Types of Cookies Used
We utilize essential cookies for functionality and performance cookies for analytics.
Cookies vary by purpose and may be session-based or persistent.
Cookie controls
Cookie Management
Cookies are used to enhance user experience and analyze website traffic.
Users may adjust cookie preferences through browser settings at any time.
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 for exercising rights should be submitted through the contact information provided.
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
We will notify users of significant updates to this policy via email or through our website.
Material changes to this policy are communicated through appropriate channels.