Effective Date: June 26, 2025
domain.com is committed to protecting your privacy while providing professional financial planning consultation services, investment portfolio optimization, and retirement planning guidance.
Financial Planning Information: We collect details about your financial goals, investment preferences, asset allocation requirements, and retirement planning objectives to provide personalized wealth management recommendations.
Contact Information: Name, email address, phone number, and mailing address for delivering your customized financial analysis and tax planning materials.
Financial Data: Information about your current assets, investment portfolio, budget allocation preferences, and risk management tolerance levels.
Your information enables us to provide expert financial security planning, develop investment diversification strategies, and create comprehensive portfolio performance optimization plans tailored to your financial independence goals.
We use your data to deliver systematic money management guidance, budget allocation recommendations, and ongoing wealth building support throughout your consultation period.
We do not sell or rent your personal financial information. We may share information with trusted service providers who assist in delivering our financial analysis services, always under strict confidentiality agreements.
We may disclose information when required by Canadian law or to protect our rights and the security of our financial planning services.
We implement robust security measures to protect your sensitive financial planning data, including encryption for all investment portfolio information and secure storage of your wealth management consultation records.
You have the right to access, correct, or delete your personal information. You may also opt out of receiving financial planning communications while maintaining access to your consultation materials.
We retain your financial planning information for the duration necessary to provide ongoing support and comply with Canadian financial services regulations.
For questions about this privacy policy or your financial planning consultation data, contact us at [email protected] or +1 (647) 726-2498.
We may update this privacy policy to reflect changes in our financial independence planning services or legal requirements. Material changes will be communicated via email.