Client Privacy
We believe that delivering effective guidance and financial advice depends on our deep understanding of each client’s unique financial situation. Your privacy is of utmost importance to us and we are committed to keeping your data secure and confidential. This page outlines how we collect, use, and protect your personal information.
Important Notice
We take our client’s privacy very seriously. We don’t sell your information or data to anyone.
We also take steps to protect your personal data that is collected and maintained by us, either through our website or consultations. The information collected is used to provide our clients with services tailored to their unique financial situation or requirements.
We have implemented security measures to help protect your personal data from unauthorized access or accidental loss.
Information and Data Collection
We collect some personal information and data to better provide our clients with services that suit their specific financial situation and needs.
Below are more details about the information collected to better understand our client’s financials needs to help them achieve their goals:
- Information collected from our online contact form on our website: name, e-mail, IP address and browser user agent.
- Information collected from other forms or applications and/or surveys. This data could include, but is not limited to: your name, phone number, address, social insurance number (optional), social status, income, employment, age, and banking information such as accounts and balance.
Information Disclosure
We do not provide or sell client’s personal information and data to anyone. We do not share any information with other companies or any third party services providers or affiliates.
Our Commitment
Our clients can rest assured that even though we retain some personal information to help serve them in the best possible way, we are committed to protect their personal information and data as mentioned above.
Privacy protection and confidentiality is essential to building a strong relationship and we take it very seriously.
If you have any further questions regarding your personal information and data, don’t hesitate to contact us at info@s-financials.com
