Legal

Privacy Policy

How your information is collected, used, and protected.

Draft template — should be reviewed by a licensed Canadian privacy/legal professional (and cross-checked against PIPEDA requirements) before publishing.

Information We Collect

When you use this website, contact us, book a consultation, or use the Financial Needs Analysis or Budget Calculator tools, we may collect information you voluntarily provide, such as your name, email, phone number, and financial details entered into our tools.

How We Use Your Information

  • To respond to inquiries and schedule consultations
  • To provide the educational estimates generated by our tools
  • To send newsletter updates, if you've opted in
  • To improve our website and services

Tool Data (Financial Needs Analysis & Budget Calculator)

Information entered into our free tools is used solely to generate your personal educational estimate. This data is not sold to third parties.

Your Rights

Under Canadian privacy law (PIPEDA), you have the right to access, correct, or request deletion of your personal information. Contact us directly to make such a request.

Contact

Questions about this policy can be directed to [email protected].

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