Privacy Policy Overview

This Privacy Policy outlines how we collect, use, and protect personal information.

Effective Date
As stated in this policy
Scope
All users of our services
Questions?

Contact Information

Phone
+1 343-550-3243
Address
22 Yorkville Avenue, Toronto ON M4W 1L4
General Inquiries
User Rights

User Rights

Users may access, correct, or request deletion of their personal data in accordance with legal provisions.

Users have specific rights regarding their personal data, subject to applicable laws.
Requests

Exercising User Rights

Requests for exercising rights should be submitted through the designated contact channels.

We will respond to verified requests regarding user rights within the timeframe mandated by law.
Data Retention

Data Retention Policy

Personal data will be retained only as long as necessary for the purposes outlined in this policy.

We periodically review data retention periods and will delete data when it is no longer necessary.
Policy Updates

Policy Updates

Updates to this policy will be communicated via our website and other relevant means.

We will notify users of significant changes to this policy through appropriate communication channels.

Purposes of Data Processing

We process personal data to provide services, improve user experience, and comply with legal obligations.

Data processing is limited to the purposes outlined in this policy.

Data Sharing with Partners

We may share data with service providers who assist us in delivering our services.

Third parties with whom we share data are required to maintain confidentiality and security.

Legal Disclosure

Disclosure may occur in accordance with applicable laws or to respond to lawful requests.

We may disclose personal data to comply with legal obligations or protect our rights.

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.

Data collected

Data Collection Practices

We may collect personal information such as name, contact details, and financial data necessary for asset management and growth planning.

The categories of data collected depend on user interactions with our services.
Sources of data

Data Sources

We collect data directly from users when they register, use our services, or communicate with us.

Data is obtained directly from users through forms and service usage.
Cookie types

Types of Cookies Used

We utilize essential cookies for functionality and analytical cookies for performance tracking.

Cookies may be categorized as session cookies or persistent cookies based on their duration.
Cookie controls

Cookie Management

Cookies are used to enhance user experience and analyze site usage.

Users can manage cookie preferences through their browser settings at any time.