Data collected
Data Collection Practices
We collect personal data such as names, contact information, and financial information to provide our advisory services.
The categories of data collected depend on user interactions with our services.
Introduction to Privacy Policy
This Privacy Policy outlines how we collect, use, and protect personal information.
Contact Information
Email
Phone
+1 416-642-5891
Address
999 Avenue d'Oxford, Montreal QC H4A
General Inquiries
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.
Sources of data
Sources of Data Collection
We may collect data through forms, cookies, and user activity on our site to enhance user experience.
Data is obtained directly from users or generated through their interactions with our website.
Cookie types
Types of Cookies Used
We utilize cookies for various purposes, including analytics, functionality, and user preferences.
Cookies may be categorized as session cookies or persistent cookies based on their duration.
Cookie controls
Cookie Management
Cookies are used to improve site functionality and user experience, and users can opt-out if desired.
Users can manage cookie preferences through their browser settings at any time.
Purposes of Data Processing
We use personal data to provide investment advisory services, improve our offerings, and communicate with users.
Personal data is processed for specific purposes as outlined in this policy.
Data Sharing with Partners
We may share data with service providers who assist in delivering our services under strict confidentiality.
Third parties with whom we share data are required to maintain confidentiality and security.
Legal Disclosures
Disclosure may occur in response to lawful requests from authorities or as required by law.
We may disclose personal data to comply with legal obligations or protect our rights.
User Rights
User Rights
These rights include access, correction, and deletion of personal data under certain conditions.
Users have specific rights regarding their personal data, subject to applicable laws.
Requests
Exercising User Rights
Users may submit requests regarding their rights, and we will respond within the required timeframe.
Requests to exercise rights will be addressed in accordance with applicable legal requirements.
Data Retention
Data Retention Policy
We retain personal data only as long as necessary for the purposes outlined in this policy.
Data retention periods are established based on necessity and legal requirements.
Policy Updates
Policy Updates
Users will be informed of updates to this policy that may affect their rights or data handling practices.
We will notify users of significant changes to this policy through appropriate communication channels.