Purpose of use
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 data.
Policy guidance
This introductory summary is provided to help readers navigate the sections that follow.
Use of information
Handled under this policy framework
User rights
Requests and access options are described below
Support channel
Third-party sharing
Data Sharing Practices
We share data with trusted partners only for purposes consistent with this policy.
Third parties receiving data are bound by confidentiality obligations.
Legal basis
Legal Disclosures
We may share personal data with law enforcement or regulatory bodies when legally required.
Disclosure to authorities occurs only when required by applicable law.
01
Data Collection Overview
We collect personal data such as names, contact information, and financial details to provide tailored financial advice.
The categories of data collected depend on how users interact with our services.
02
Data Sources
We obtain data through forms, user registrations, and interactions with our website.
Data is received directly from users or generated through service interactions.
03
Types of Cookies Used
We use essential cookies for functionality and analytical cookies to improve user experience.
Cookies vary by purpose and may be session-based or persistent.
04
Cookie Management
You can manage your cookie preferences through your browser settings to control how cookies are used.
Users may adjust cookie preferences through browser settings at any time.
Contact Information
Email
Phone
+1 416-356-8962
Address
149 King Street East, Toronto ON M5E
General Inquiries
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 Your Rights
Requests for exercising rights can 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 changes to this policy via our website or direct communication.
Material changes to this policy are communicated through appropriate channels.