Privacy Policy

This Privacy Policy describes how Financial Consultant collects, uses, and protects your personal information. We are committed to ensuring the privacy and security of your information. By using our website and services, you consent to the practices described in this policy.

1. Information We Collect

We may collect the following types of personal information:

  • Contact Information: Name, email address, phone number, and postal address.
  • Financial Information: Information about your income, savings, investments, and mortgage details.
  • Demographic Information: Age, gender, and location.
  • Website Usage Data: Information about how you use our website, including your IP address, browser type, and pages visited.

2. How We Collect Information

We collect information in the following ways:

  • Directly from You: When you fill out forms on our website, contact us via email or phone, or provide information during a consultation.
  • Automatically: Through cookies and similar technologies when you visit our website.

3. Use of Information

We use your personal information for the following purposes:

  • To provide and improve our services, including savings optimization, investment strategy design, and mortgage assistance.
  • To communicate with you, respond to your inquiries, and provide customer support.
  • To personalize your experience on our website.
  • To send you promotional materials and updates about our services, with your consent.
  • To comply with legal and regulatory requirements.

4. Data Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except in the following circumstances:

  • Service Providers: We may share information with trusted service providers who assist us in operating our website, conducting our business, or servicing you, as long as those parties agree to keep this information confidential.
  • Legal Requirements: We may disclose information when required by law, such as to comply with a subpoena or similar legal process.

5. Data Security

We implement a variety of security measures to protect your personal information from unauthorized access, use, or disclosure. These measures include:

  • Encryption: Using encryption to protect sensitive information transmitted online.
  • Secure Storage: Storing your information on secure servers.
  • Access Controls: Limiting access to your information to authorized personnel only.

However, no method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Cookies

Our website uses cookies to enhance your experience. Cookies are small files that a site or its service provider transfers to your computer’s hard drive through your web browser (if you allow) that enables the site’s or service provider’s systems to recognize your browser and capture and remember certain information.

We use cookies to:

  • Understand and save your preferences for future visits.
  • Compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.

You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser settings. If you turn cookies off, some features of our website may not function properly.

7. Your Rights

You have the following rights regarding your personal information:

  • Access: You have the right to access the personal information we hold about you.
  • Correction: You have the right to request that we correct any inaccurate or incomplete information.
  • Deletion: You have the right to request that we delete your personal information, subject to certain exceptions.
  • Opt-Out: You have the right to opt-out of receiving promotional communications from us.

To exercise these rights, please contact us using the information provided below.

8. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

9. Contact Information

If you have any questions or concerns about this Privacy Policy, please contact us at the information provided on our Contact Page.