Privacy Policy Statement
Your trust matters—here is how we manage and protect your data.
Personal Data We Collect
We collect only essential information needed to provide personalized financial consultation. Data includes details you share with us during communication or service participation.
-
→Contact details shared by you for consultation purposes
-
→Information related to resource allocation and value-based preferences
-
→Any communication or feedback provided via our website or email
-
→Technical information to enhance user experience on the website
-
→Use analytics to understand service interaction and improve support
Your information is never sold. Data is used solely to deliver, enhance, or support your requested consultation experience, maintaining strict privacy standards in accordance with Canadian law.
How We Use Your Data
Consultation, responding to inquiries, delivering value-focused insights, and improving service. Your preferences and feedback help us tailor our approach to your needs.
We use non-identifiable analytics to understand website usage patterns. Data may be processed and stored securely in Canada or trusted jurisdictions.
Your Privacy Rights
You have the right to access, update, or request deletion of your data at any time. For detailed requests, contact us directly. We comply with Canadian, GDPR, and related privacy laws.
Right of Access
Request a record of data we hold about you.
Right to Rectification
Ask for corrections if your data is inaccurate.
Right to Erasure
Request deletion of your data from our records.
Right to Portability
Request data be transferred to you or another provider.
Information Sharing Policy
We do not sell, rent, or trade your information. Data may be shared with trusted partners when required to fulfill consultation obligations or by law.
If data is shared with partners, confidentiality agreements ensure your privacy is protected. We assess partners carefully for compliance.
Data Security Measures
We use robust technical and organizational measures to protect personal data against loss, alteration, unauthorized access, or disclosure.
Data access is limited to authorized personnel and all records are kept within secure systems.
Contact Regarding Privacy
Address: 442 Saint-Gabriel Street, Suite 100, Montreal, QC H2Y 2Z9 Canada
Phone: +1 (380) 278-7658
Email: content@trylvenaro.sbs