Privacy Policy Overview

This privacy policy outlines how we collect, use, and protect 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

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 may collect personal data such as names, contact information, and financial details for the purpose of providing investment compliance services.

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

Sources of Data Collection

We collect personal data directly from users when they register, submit inquiries, or engage with our services.

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 us analyze usage patterns.

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

Cookie Management

Cookies are used to enhance user experience and analyze website traffic, and users can opt-out as needed.

Users can manage cookie preferences through their browser settings to control data collection.
User Rights

User Rights

Users may access, correct, or request deletion of their personal data in accordance with applicable laws.

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

Rights Requests

Users can submit requests to exercise their rights, and we will respond in accordance with legal requirements.

Requests regarding user rights will be addressed in a timely manner, following verification.
Data Retention

Data Retention Policy

We retain personal data only as long as necessary to fulfill the purposes for which it was collected.

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

Policy Updates

Users will be informed of updates to this privacy policy that may affect their rights or data handling practices.

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

Purposes of Data Use

We use personal data to provide services, communicate with users, and comply with legal obligations.

Personal data is processed for specific purposes related to our investment compliance services.

Data Sharing with Partners

We share personal data with partners only as necessary to provide our services and ensure compliance.

Third-party service providers may receive personal data under strict confidentiality agreements.

Legal Disclosures

Disclosure of personal data may occur when required by law or in response to valid legal requests.

We may disclose personal data to comply with legal obligations or protect our rights.

Contact Information

Phone
+1 289-227-2809
Address
4745 Avenue Henri-Julien, Montreal QC H2T 2C9
General Inquiries