Privacy Policy Overview

This privacy policy outlines how we handle personal data in compliance with applicable laws.

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
+1 403-237-3597
Address
1075 West Georgia Street, Vancouver BC V6E 3C9
General Inquiries

Purposes of Data Processing

These purposes include providing services, improving user experience, and complying with legal obligations.

Personal data is processed solely for the purposes described in this policy.

Data Sharing Practices

We do not sell personal data to third parties for marketing purposes.

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

Legal Disclosures

Such disclosures are made in accordance with applicable laws and regulations.

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 collect personal data such as names, contact information, and transaction details to provide our advisory services effectively.

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

Sources of Data Collection

We may also collect data automatically through cookies and similar technologies during user visits.

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

Types of Cookies Used

Essential cookies are necessary for website functionality, while performance cookies help analyze user behavior.

Cookies may be categorized as essential, performance, or functional.
Cookie controls

Cookie Management

Cookies help enhance user experience and can be disabled if users choose to do so.

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 as applicable.

Users have specific rights regarding their personal data, subject to legal limitations.
Requests

Exercising User Rights

Requests must be verified to ensure the protection of personal data.

We will respond to requests regarding user rights in accordance with applicable laws and within a reasonable timeframe.
Data Retention

Data Retention Policy

Personal data will be deleted or anonymized when it is no longer needed for the purposes for which it was collected.

Data retention periods are determined based on the necessity for the purposes outlined in this policy.
Policy Updates

Policy Updates

Users are encouraged to review this policy periodically for any updates.

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