Privacy Policy

1. Introduction

We are committed to protecting your personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA). This Privacy Policy explains how we collect, use, and safeguard your information.

2. Information We Collect

We may collect the following information through our website forms:

Full name
Email address
Phone number
Age range
Income range
Investable asset range
Financial goals and risk tolerance

We only collect information that is necessary to provide financial consultation services.

3. Purpose of Collection

Your information is collected for the following purposes:

To assess your financial needs and suitability
To provide personalized financial advice or services
To contact you regarding your inquiry
To improve our services and client experience

4. Consent

By submitting your information, you consent to the collection, use, and disclosure of your personal information as outlined in this Privacy Policy.

You may withdraw your consent at any time by contacting us.

5. Use and Disclosure

We do not sell your personal information.
Your information may be shared with trusted partners only when necessary to provide financial services, and only with your consent.

6. Data Protection

We take reasonable security measures to protect your personal information, including secure storage and restricted access.

However, no method of transmission over the Internet is completely secure.

7. Data Retention

We retain your information only as long as necessary to fulfill the purposes outlined above or as required by law.

8. Your Rights

You have the right to:

Access your personal information
Request corrections
Withdraw consent

To make a request, please contact us.

9. Contact Information

If you have any questions about this Privacy Policy, please contact us at:
info@astuteone.ca

10. Updates