Privacy Policy and Data Protection

Information We Collect

We collect personal information necessary to provide financial planning consultations and maintain our subscription service relationship with you.

• Contact information including name, email address, phone number, and mailing address
• Financial information relevant to consultations such as income ranges, asset levels, and planning goals
• Communication records including consultation notes, emails, and service interactions
• Website usage data such as browsing patterns, preferences, and technical information

How We Use Your Information

Your personal information enables us to deliver personalized financial planning services and maintain our professional relationship.

• Providing monthly financial planning consultations and analytical reviews
• Communicating about your subscription, appointments, and service updates
• Improving our services based on client feedback and usage patterns
• Complying with legal and regulatory requirements for financial services

Legal Basis for Processing

We process your personal information based on legitimate business interests and contractual obligations necessary to provide financial planning services.

Your Privacy Rights

As our client, you have several rights regarding your personal information and how we use it:

• Access your personal data and understand how it's being processed
• Request corrections to inaccurate or incomplete information
• Request deletion of your data when legally permissible
• Object to certain types of data processing activities
• Receive a copy of your data in a portable format

Data Security and Protection

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes secure storage systems, encryption protocols, and restricted access controls.

Data Retention and Deletion

We retain your personal information only as long as necessary to provide our services and comply with legal obligations. Financial planning records are typically maintained for seven years after service termination, as required by Canadian regulations.

Contact Us About Privacy

If you have questions about this privacy policy or want to exercise your privacy rights, please contact us using the information below:

Policy Updates

We may update this privacy policy to reflect changes in our practices or legal requirements. We'll notify clients of significant changes through email or website announcements before they take effect.