Purposes of Data Processing
We process personal data to provide advisory services, comply with legal obligations, and improve our offerings.
Processing is limited to the purposes described in this policy.
Privacy Policy Overview
This Privacy Policy outlines our practices regarding the collection and use of personal data.
Data Sharing with Partners
We may share personal data with trusted partners who assist in providing our services, under strict confidentiality.
Third parties receiving data are bound by confidentiality obligations.
Legal Disclosures
We may share personal data with legal authorities when mandated by law or to protect our rights.
Disclosure to authorities occurs only when required by applicable law.
01
Data Collection Practices
We collect personal data such as names, contact information, and financial details to provide our advisory services effectively.
The categories of data collected depend on how users interact with our services.
02
Sources of Data Collection
We obtain personal data from user submissions, inquiries, and interactions with our website.
Data is received directly from users or generated through service interactions.
03
Types of Cookies Used
We utilize 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
Cookies can be managed through browser settings, allowing users to control their data collection preferences.
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 to exercise user 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 updates on our website.
Material changes to this policy are communicated through appropriate channels.
Contact Information
Email
Phone
+1 416-392-7220
Address
338 Spadina Road, Toronto ON M5R 2V8
General Inquiries