Privacy Policy

We collect information you provide directly and automatically when you use our services:

• Contact information including name, email address, phone number, and mailing address
• Financial situation details you choose to share during consultations for personalized guidance
• Communication preferences and consultation scheduling information
• Website usage data including pages visited, time spent, and interaction patterns

Your information helps us provide better financial consultation services:

• Delivering personalized consultation services and analytical reviews tailored to your situation
• Communicating about appointments, follow-up sessions, and service updates
• Improving our services based on client feedback and usage patterns
• Sending relevant financial planning resources and insights you've requested

We process your personal information based on the following legal foundations:

Primary Legal Basis: We process your data based on your consent for consultation services and our legitimate interest in providing financial planning guidance

We limit data sharing to essential service providers and specific circumstances:

• Trusted service providers who help us deliver consultation services, bound by strict confidentiality agreements
• Legal compliance situations where disclosure is required by Canadian law or regulatory authorities
• Protection of our rights or safety, or the rights and safety of our clients or others

We implement comprehensive security measures including encryption, secure servers, access controls, and regular security audits to protect your personal information from unauthorized access, disclosure, or misuse.

You have several important rights regarding your personal information:

• Access your personal information and understand how we use it
• Request corrections to inaccurate or incomplete information
• Request deletion of your personal information, subject to legal retention requirements
• Withdraw consent for processing where consent is the legal basis
• Receive a copy of your personal information in a portable format

We use cookies and similar technologies to enhance website functionality and understand user preferences.

Detailed information is available in our Cookie Policy Cookie Policy

We retain your personal information only as long as necessary to provide services, comply with legal obligations, and resolve disputes. Consultation records are typically retained for 7 years in accordance with Canadian business practice standards.

Our services are designed for adults and we do not knowingly collect personal information from individuals under 18 years of age. If we discover such information has been collected, we will delete it promptly.

We may update this Privacy Policy to reflect changes in our practices or applicable law. Material changes will be communicated through our website and direct client communications.

For privacy-related questions, to exercise your rights, or to discuss data processing practices, contact our privacy team at contact@caluntharix.com or +1-508-553-0390.