Personal Information

When you work with our financial planning team, we collect information necessary to provide comprehensive family financial guidance. This includes your name, address, phone number, email, employment details, and family composition.

We also gather financial data such as income sources, existing investments, insurance policies, debt obligations, and your financial goals. This information helps us create personalized financial strategies for your family's unique situation.

Automatically Collected Data

Our website collects certain information automatically through cookies and similar technologies. This includes your IP address, browser type, device information, and how you navigate our site.

We use this data to improve your experience on our platform and to understand how families interact with our financial planning resources.

Financial Planning Services

Your personal and financial information is primarily used to develop customized financial plans for your family. We analyze your current situation, identify opportunities for improvement, and create strategies aligned with your goals.

We may also use your information to recommend appropriate financial products, provide ongoing portfolio monitoring, and adjust your plan as your family's needs evolve.

Communication and Support

We use your contact information to communicate about your financial plan, schedule meetings, send important updates about market conditions, and provide educational resources about family financial planning.

Occasionally, we may contact you about new services that could benefit your family's financial situation, but you can opt out of these communications at any time.

Third-Party Service Providers

We work with trusted financial institutions, investment platforms, and technology providers to deliver our services. These partners may have access to your information as necessary to support your financial plan.

All third parties are required to maintain the same level of data protection that we provide and can only use your information for the specific services they provide to us.

Legal Requirements

We may disclose your information when required by law, such as for tax reporting purposes or in response to valid legal requests from government authorities.

In rare cases, we might need to share information to protect our rights or the safety of our clients, but we'll always notify you unless legally prohibited from doing so.

Security Measures

We protect your financial information using bank-level encryption, secure servers, and strict access controls. Only authorized team members can access your data, and all access is logged and monitored.

We regularly update our security systems and conduct audits to ensure your information remains protected against both digital threats and unauthorized access.

Cookie Usage

Our website uses cookies to remember your preferences, keep you logged in securely, and understand how you use our financial planning tools. Most cookies are essential for the site to function properly.

You can control cookie settings through your browser, but disabling certain cookies may affect your ability to use some features of our platform.

Analytics and Tracking

We use analytics tools to understand how families interact with our website and which resources are most helpful. This data is aggregated and doesn't identify individual users.

This information helps us improve our educational content and make our financial planning tools more user-friendly for Canadian families.

We review and update this privacy policy annually or when we make significant changes to our services. When important changes occur, we'll notify you via email and post the updated policy on our website.

Continued use of our services after policy updates constitutes acceptance of the changes. However, we'll always seek your explicit consent for any material changes that affect how we use your personal financial information.