01
Data Collection Practices
We collect personal data such as names, contact information, and financial details to provide our advisory services effectively.
The categories of data collected depend on user interactions with our services.
Privacy Policy Overview
This privacy policy outlines how we collect, use, and protect personal data.
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
Email
Phone
+1 403-706-2757
Address
1025 Elcho Street, Bella Coola BC V0T 1C0
General Inquiries
02
Data Sources
We may also generate data through user activity and service usage patterns.
Data is obtained directly from users through forms and interactions on our website.
03
Types of Cookies Used
Cookies may be used for functionality, performance, and advertising purposes.
We use both session cookies and persistent cookies for various purposes.
04
Cookie Management
Cookies help us enhance user experience and analyze website traffic.
Users can manage cookie preferences through their browser settings at any time.
User Rights
User Rights
These rights include access, correction, and deletion of personal data.
Users have specific rights regarding their personal data, subject to legal limitations.
Requests
Rights Requests
Users may submit requests to exercise their rights as outlined in this policy.
We will respond to verified requests regarding user rights within the timeframe required by law.
Data Retention
Data Retention Policy
Data will be securely deleted or anonymized when it is no longer needed.
We retain personal data only as long as necessary for the purposes outlined in this policy.
Policy Updates
Policy Updates
Users are encouraged to review this policy periodically for updates.
We will notify users of significant changes to this policy through appropriate communication channels.
Purposes of Data Use
We use personal data to provide financial advisory services and enhance user experience.
Personal data is processed for specific business purposes, including service delivery and improvement.
Data Sharing with Partners
These partners are required to maintain confidentiality and use the data only for specified purposes.
We may share data with trusted partners who assist us in providing our services.
Legal Disclosures
Disclosure may occur in response to lawful requests from public authorities.
We may disclose personal data to comply with legal obligations or protect our rights.