We collect various types of information to provide and improve our financial analysis services. Understanding what data we gather helps you make informed decisions about using our platform.

Your information serves multiple purposes within our platform ecosystem. We use collected data to enhance your experience while maintaining strict compliance with Canadian financial regulations.

Primary uses include providing personalized investment indicators, processing your requests for financial analysis, and maintaining secure access to your account. We also use your data to comply with legal obligations under Canadian securities law and anti-money laundering regulations.

Secondary uses encompass improving our services through usage analytics, sending relevant updates about market conditions, and developing new features that better serve our user community. We never use your information for purposes beyond those outlined in this policy without explicit consent.

We maintain strict controls over information sharing and only disclose your data in specific, limited circumstances. Your trust is paramount, and we never sell personal information to third parties.

Authorized disclosures occur when required by Canadian law, such as reporting to financial regulatory bodies or responding to court orders. We may share limited information with trusted service providers who assist in platform operations, such as cloud hosting services or payment processors.

In cases of business transfers or mergers, personal information may be transferred to new ownership with equivalent privacy protections. We provide advance notice of such transfers when possible and ensure continuity of privacy protections.

Emergency situations may require information sharing to protect individual safety or prevent fraud. Such disclosures are limited to necessary information and documented for transparency.

Canadian privacy legislation grants you comprehensive rights regarding your personal information. We've designed accessible procedures to help you exercise these rights effectively.

Protecting your financial information requires comprehensive security measures across all aspects of our operations. We implement multiple layers of protection to safeguard your data.

Technical safeguards include end-to-end encryption for data transmission, secure socket layer (SSL) certificates for website connections, and advanced firewall systems. Our servers are housed in certified Canadian data centers with 24/7 monitoring and physical security controls.

Administrative safeguards include regular security training for all employees, background checks for staff with data access, and strict need-to-know access policies. We conduct quarterly security audits and vulnerability assessments.

Physical safeguards encompass secure office facilities, locked filing cabinets for paper records, and controlled access to workstations. Remote work protocols include mandatory VPN usage and encrypted device requirements.

We retain personal information only as long as necessary for legitimate business purposes and legal compliance. Different types of data have specific retention periods based on regulatory requirements and operational needs.

When retention periods expire, we securely delete information using certified data destruction methods. Electronic files are overwritten multiple times, while physical documents are shredded and incinerated through certified destruction services.

Our website uses cookies and similar technologies to enhance functionality and provide personalized experiences. Understanding these technologies helps you make informed choices about your privacy preferences.

Essential cookies enable core website functions like user authentication and security features. These cannot be disabled without affecting basic site operations. Analytics cookies help us understand user behavior and improve our services, but you can opt out through browser settings.

Preference cookies remember your settings and customizations for future visits. Marketing cookies track your interests to provide relevant content, though we don't use third-party advertising networks.

You can control cookie settings through your browser preferences or our cookie management tool. Disabling certain cookies may limit website functionality but will not prevent access to essential features.

While we primarily store data within Canada, some service providers may process information in other countries with adequate privacy protections. We ensure all international transfers comply with Canadian privacy requirements.

Cloud storage services may replicate data across multiple geographic locations for backup and performance purposes. These providers maintain security certifications and contractual commitments to protect your information.

When transfers occur, we implement appropriate safeguards such as standard contractual clauses, adequacy decisions, or certification schemes. You have the right to request information about specific transfer mechanisms for your data.

Our investment platform is designed for adults and we do not knowingly collect personal information from individuals under 18 years of age. Financial services require adult capacity for legal agreements and regulatory compliance.

If we become aware that we have collected information from a minor, we take immediate steps to delete such information and terminate any associated accounts. Parents or guardians who believe their child has provided information to us should contact our privacy team immediately.

Educational content on our website may be accessed by younger users conducting research, but we do not collect personal information from such visitors or target marketing toward minors.

This privacy policy may be updated periodically to reflect changes in our practices, technology, or legal requirements. We post the effective date of any revisions and provide notice of significant changes.

Minor updates addressing clarifications or administrative changes may be posted without additional notice. Substantial changes affecting how we collect, use, or share information will be communicated via email to active users.

We encourage periodic review of this policy to stay informed about our privacy practices. Continued use of our services after policy updates constitutes acceptance of the revised terms.