Privacy Policy

Introduction

This Privacy Policy explains how mavrosenquivaloth collects, uses, and protects your personal information when you use our financial planning subscription services. We are committed to maintaining your privacy and complying with Canadian privacy laws.

Information We Collect

We collect information that you provide directly and information that is automatically gathered during your use of our services

• Contact information including name, email address, phone number, and mailing address
• Financial information relevant to planning consultations such as income ranges and general asset information
• Communication records including consultation notes and correspondence
• Technical information such as IP address, browser type, and website usage patterns

How We Use Your Information

We use your personal information for the following specific purposes

• Providing financial planning consultation services and ongoing support
• Communicating about your account, appointments, and service updates
• Improving our services based on usage patterns and client feedback
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal data based on the following legal foundations under Canadian privacy law

Primary Legal Basis: We process your data based on your explicit consent for our services and our legitimate business interests in providing financial planning consultations

When We Share Information

We may share your information in the following limited circumstances

• With trusted service providers who assist in delivering our services under strict confidentiality agreements
• When required by Canadian law or regulatory authorities
• With your explicit consent for specific purposes you have authorized

Data Security

We implement industry-standard security measures including encryption, secure servers, and access controls to protect your personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

Under Canadian privacy laws, you have the following rights regarding your personal information

• Right to access the personal information we hold about you
• Right to request correction of inaccurate or incomplete information
• Right to request deletion of your personal information subject to legal retention requirements
• Right to receive your data in a portable format where technically feasible
• Right to object to certain uses of your personal information

Cookies and Tracking

Our website uses cookies and similar tracking technologies to enhance your experience and analyze website usage.

For detailed information about our cookie practices, please see our Cookie Policy Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide services and comply with legal obligations. Financial planning records are typically retained for seven years after the end of our service relationship.

Children's Privacy

Our services are designed for adults and we do not knowingly collect personal information from individuals under 18 years of age. If we become aware of such collection, we will delete the information promptly.

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Changes to This Policy

We may update this Privacy Policy to reflect changes in our practices or applicable laws. We will notify you of material changes by email or through our website before they take effect.

Contact Information

Contact Us About Privacy