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This Privacy Policy explains how Advisor ("we," "us," or "our") collects, uses, discloses, and protects the personal information of visitors to this website and clients we work with.
We collect information you provide directly, such as your name, email address, phone number, and any details you share through contact forms, booking forms, or email. We may also collect basic technical information automatically, such as your browser type, device information, and pages visited, through cookies and analytics tools once you consent to them.
We use the information we collect to respond to inquiries, schedule and manage appointments, send requested communications and newsletters, improve our website and services, and comply with legal and regulatory obligations applicable to financial and insurance professionals.
This site uses cookies for basic website analytics. Analytics cookies are only set after you accept them through the cookie banner shown on your first visit. You can decline analytics cookies, or clear your browser's stored cookies at any time to withdraw consent.
We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, use, or disclosure. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
We may use trusted third-party providers to help operate this website and our business — for example, email delivery, appointment scheduling, and website analytics providers. These providers only receive the information necessary to perform their function and are not permitted to use it for other purposes.
You may request access to, correction of, or deletion of the personal information we hold about you, and you may withdraw consent to marketing communications at any time by using the unsubscribe link in our emails or by contacting us directly. Depending on your location, you may have additional rights under applicable privacy legislation.
We retain personal information only as long as necessary to fulfill the purposes described in this policy, or as required by applicable law and industry recordkeeping obligations.
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date.
If you have questions about this Privacy Policy or how your information is handled, please contact us at [email protected] or 778-892-3882.
This is a general-purpose starting template and is not legal advice. Please have it reviewed by a qualified lawyer familiar with your province/state and industry regulations (e.g. PIPEDA, CASL, or your provincial insurance/securities regulator) before relying on it.