Privacy

Information we collect

When you submit a contact, newsletter or Financial Dream Map form, we collect the information you provide, the page where the submission began, consent records and campaign attribution parameters. Dream Map responses can include broad financial ranges, household context and personal priorities. We do not ask for account numbers, policy numbers, financial documents or exact asset records.

How information is used

Information is used to create the requested educational Dream Map, respond to enquiries, manage requested communications, understand which public content leads to conversations and maintain website security. Private questionnaire and form responses are not sent to third-party analytics.

Analytics and cookies

The site records limited, non-sensitive interaction events such as page visits, questionnaire progress and CTA clicks. An optional privacy-focused analytics provider can be enabled by the site operator. Any additional cookie-dependent tool should be introduced with an appropriate consent mechanism.

Retention and choices

Records should be retained only as long as needed for the stated purpose and applicable obligations. You may ask to access, correct or delete information you submitted by using the contact form.

Important review note

This operational privacy notice must be reviewed against the final business entity, processors, retention schedule and applicable Canadian privacy requirements before legal approval.