Purpose of use
Purposes of Data Processing
We may use personal data for communication, service delivery, and compliance with legal obligations.
Personal data is processed for the purposes of providing and improving our services.
Privacy Policy Overview
This privacy policy outlines how we handle personal data collected from users.
Third-party sharing
Data Sharing with Partners
We may share data with service providers who assist us in delivering our services.
Any third parties with whom we share data are required to maintain confidentiality.
Legal basis
Legal Disclosure of Data
Disclosure may occur in response to lawful requests from government authorities.
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 financial details necessary for providing our advisory services.
The categories of data collected depend on user interactions with our services.
Sources of data
Sources of Data Collection
We may also collect data generated from user activity on our website, including usage patterns and preferences.
Data is obtained directly from users through forms and interactions on our website.
Cookie types
Types of Cookies Used
Cookies may be used for authentication, session management, and analytics purposes.
We utilize both session cookies and persistent cookies for various functionalities.
Cookie controls
Cookie Management
Cookies are used to enhance user experience and analyze website traffic.
Users can manage cookie preferences through their web browser settings.
User Rights
User Rights
These rights include access to personal data, correction, and deletion under certain circumstances.
Users have specific rights regarding their personal data, subject to applicable laws.
Requests
Exercising User Rights
Users may submit requests to exercise their rights concerning their personal data.
Requests regarding user rights will be addressed in a timely manner as per legal obligations.
Data Retention
Data Retention Policy
Personal data will be retained only as long as necessary for the purposes outlined in this policy.
Data retention periods are determined based on legal requirements and business needs.
Policy Updates
Policy Updates
Updates to this policy will be made available on our website and will reflect the current practices.
We will notify users of significant changes to this policy through appropriate communication channels.
Contact Information
Email
Phone
+1 249-477-7250
Address
8950 Avenue Émile-Journault, Montreal QC H1Z
General Inquiries