Data collected
Data Collection Practices
We collect personal data such as names, contact information, and financial details to provide banking consultation services.
The categories of data collected depend on how users interact with our services.
Privacy Policy Overview
This Privacy Policy outlines our practices regarding the collection and use of personal data.
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 obtain data from user submissions, account registrations, and service usage to enhance user experience.
Data is received directly from users or generated through service interactions.
Cookie types
Types of Cookies Used
We use essential cookies for site operation and analytical cookies to understand user behavior.
Cookies vary by purpose and may be session-based or persistent.
Cookie controls
Cookie Management
Cookies are utilized to improve site functionality and user experience, and users can manage their cookie settings.
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
Users can submit requests to exercise their rights, and we will address these requests promptly.
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 email or through our website.
Material changes to this policy are communicated through appropriate channels.
Contact Information
Email
Phone
+1 647-226-8175
Address
338 Spadina Road, Toronto ON M5R 2V8
General inquiries
Purpose of use
Purposes of Data Processing
We process personal data to provide services, improve user experience, and comply with legal obligations.
Processing is limited to the purposes described in this policy.
Third-party sharing
Data Sharing with Partners
We share personal data with trusted partners for service delivery and compliance purposes.
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 obligated.
Disclosure to authorities occurs only when required by applicable law.