Privacy Policy

Our Privacy Commitment

At dalivorastheqo Financial Planning, we take your privacy seriously and are committed to protecting your personal information

This privacy policy explains how we collect, use, and safeguard your information when you use our website and services. We believe transparency builds trust, which is essential in financial relationships.

Information We Collect

We collect information to provide better service and personalized financial guidance. The types of information we collect include

• Personal identification information including name, date of birth, and government identification numbers
• Contact information such as email address, phone number, and mailing address
• Website usage data including pages visited, time spent, and interaction patterns
• Technical information including IP address, browser type, and device information

How We Use Your Information

Your information helps us deliver professional financial planning services and improve your experience

• Provide financial planning consultations and related professional services
• Communicate with you about your account, appointments, and relevant updates
• Improve our services, website functionality, and user experience
• Comply with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal information based on the following legal grounds under Canadian privacy law

Legal Basis: We process your data on the basis of consent and legitimate business interests

Information Sharing and Disclosure

We do not sell your personal information. We may share information in limited circumstances including

• Trusted service providers who assist in delivering our services under strict confidentiality agreements
• Legal authorities when required by law or to protect legal rights
• Business successors in the event of merger, acquisition, or asset transfer

Data Security Measures

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information only as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, and resolve disputes. Retention periods vary based on the type of information and applicable legal requirements.

Your Privacy Rights

You have important rights regarding your personal information under Canadian privacy legislation

• Right to access your personal information and understand how it's being used
• Right to request correction of inaccurate or incomplete information
• Right to request deletion of your personal information under certain circumstances
• Right to receive your personal information in a portable format
• Right to object to certain types of data processing

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your website experience and understand usage patterns

For detailed information about our cookie practices, please review our separate Cookie Policy

Third-Party Links

Our website may contain links to third-party websites for your convenience. We are not responsible for the privacy practices of external sites and encourage you to review their privacy policies.

Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from minors without parental consent.

Changes to This Privacy Policy

We may update this privacy policy to reflect changes in our practices or legal requirements. We will notify you of material changes through our website or direct communication.

Contact Information

For questions about this privacy policy or to exercise your privacy rights, please contact us using the information provided in our Contact section