Privacy Policy Overview

This Privacy Policy outlines how we handle personal data collected from users.

Policy guidance
This introductory summary is provided to help readers navigate the sections that follow.
Use of information
Handled under this policy framework
User rights
Requests and access options are described below
Support channel

Contact Information

Phone
+1 438-330-3509
Address
333 Rue De La Commune O, Montreal QC H2L
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.

Data collected

Data Collection Practices

We collect personal data such as contact information, financial details, and usage data to provide our consulting services effectively.

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

Sources of Data Collection

We gather personal data from users when they engage with our services, including inquiries and consultations.

Data is obtained directly from users through forms and interactions on our website.
Cookie types

Types of Cookies Used

We utilize cookies for functionality, performance, and analytics to improve our services.

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 control their cookie settings.

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

Requests for User Rights

Users can submit requests related to their rights, and we will respond within the legal timeframe.

We will address verified requests regarding user rights in a timely manner as required by law.
Data Retention

Data Retention Policy

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

We regularly review data retention periods and securely delete data that is no longer necessary.
Policy Updates

Policy Updates

Users will be informed of updates to this policy that may affect their rights or data handling.

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

Purposes of Data Processing

We process personal data to deliver financial consulting services and improve user experience.

Data processing is limited to the purposes specified in this policy and is necessary for our operations.
Third-party sharing

Data Sharing with Partners

We share personal data with trusted partners who assist in providing our services under strict confidentiality.

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