Privacy Policy
Effective Date: 2024.10.01
Welcome to smart invest 101 ("we," "us," or "our"). Your privacy is important to us. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website, www.smartinvest101.ca, or engage with our financial advisory services. Please read this policy carefully to understand our views and practices regarding your personal information.
1. Information We Collect
We may collect the following categories of information:
a. Personal Information You Provide:
Name
Contact information (email address, phone number, mailing address)
Financial information (income, investment preferences)
Employment details
Any other information you choose to share when filling out forms or communicating with us
b. Information Collected Automatically:
IP address
Browser type and version
Device information
Website usage information, such as pages visited and time spent on the site
c. Cookies and Tracking Technologies: We use cookies and similar tracking technologies to enhance your experience on our website.
2. How We Use Your Information
We may use your information for the following purposes:
Providing and managing financial advisory services
Responding to your inquiries and requests
Conducting risk assessments and creating personalized financial plans
Sending administrative communications, including service updates
Complying with legal and regulatory obligations
Improving our website and services through analytics and user feedback
3. Sharing of Information
We do not sell, rent, or trade your personal information. However, we may share your information under the following circumstances:
Legal Obligations: We may disclose your information when required by law or in response to legal processes, such as subpoenas.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
4. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or destruction. However, no data transmission or storage system can be guaranteed to be 100% secure. Please exercise caution when transmitting sensitive information online.
5. Your Rights and Choices
Depending on your location, you may have certain rights under data protection laws, including:
The right to access, correct, or delete your personal information
The right to object to the processing of your information
The right to withdraw your consent for data processing where consent is required
To exercise these rights, please contact us at [Email Address or Contact Form Link]. We may request additional information to verify your identity before processing your request.
6. Third-Party Links
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of such external sites. We encourage you to review their privacy policies.
7. Retention of Information
We retain your information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. When we no longer need your information, we will securely delete or anonymize it.
8. Children's Privacy
Our website and services are not directed at individuals under the age of 18. We do not knowingly collect personal information from minors. If you are a parent or guardian and believe your child has provided us with personal information, please contact us.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated policy on this page and updating the effective date.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your information, please contact us at:
Smart Invest 101
4379897764
k.kirthika2020@gmail.com
10 Milner Business Ct Suite 204, Scarborough, ON M1B 3C6
Thank you for trusting Smart invest 101 with your financial advisory needs.