Privacy Policy

1. Introduction

This Privacy Policy explains how we collect, use, and protect personal information provided by visitors when using this website related to Financial Planning & Management in Canada. The policy outlines data handling principles, storage measures, and user control over information shared voluntarily. We are committed to maintaining a transparent and responsible approach to privacy in full alignment with applicable data protection standards, including the Personal Information Protection and Electronic Documents Act (PIPEDA). All data processing is limited to what is necessary to provide information and respond to inquiries.

2. Information We Collect

We collect only limited and relevant data that visitors choose to provide. This may include:

Contact details such as name and email address when completing a form or sending an inquiry.
Technical information including IP address, browser type, device type, and pages visited — collected automatically for website functionality and analytics.
Optional communication data, such as the content of a message or feedback provided through the contact form.

No sensitive financial data is required or stored. We do not request or process payment details, identification numbers, or confidential records.

3. Purpose of Data Use

Personal information is used solely for the following purposes:

To respond to inquiries and provide requested information.
To improve website performance, usability, and visitor experience.
To ensure website functionality and security.
To analyze general usage trends without identifying individual users.
To maintain communication with users who have explicitly requested follow-up or clarification.

All use of personal data is limited to legitimate, clearly defined objectives, and does not include marketing without prior consent.

4. Legal Basis for Processing

Data is processed under one or more of the following lawful bases:

Consent: When a visitor submits information voluntarily through forms or email.
Legitimate interest: To ensure the website operates safely, efficiently, and in compliance with technical requirements.
Contractual necessity: When responding to specific user requests that require communication or documentation exchange.
Visitors may withdraw consent for data processing at any time by contacting us through the channels listed in this policy.

5. Data Storage and Retention

All collected information is stored securely using reasonable technical and organizational safeguards. Data is retained only for as long as necessary to fulfill its purpose — typically for as long as communication is active or support is ongoing. Once data is no longer required, it is safely deleted or anonymized.
Backup systems and encryption methods are implemented to prevent unauthorized access, disclosure, or modification.

6. Data Protection and Security

We apply appropriate security controls to maintain data integrity and confidentiality. This includes encryption, limited access by authorized personnel, and regular monitoring for vulnerabilities. Our systems are reviewed periodically to ensure compliance with evolving privacy standards. Users are encouraged to maintain security on their own devices, including updated software and safe browsing habits.

7. Cookies and Analytics

Cookies are small text files stored on a user’s device to enhance functionality and experience.
We use cookies to:

Support basic website operations and navigation.
Remember user preferences where applicable.
Analyze anonymous traffic data to understand overall usage patterns.

Visitors can manage or disable cookies through their browser settings at any time. Some features of the website may function differently if cookies are disabled.

8. Third-Party Services

Where necessary, we may use third-party services (e.g., analytics or hosting providers) to ensure website reliability and performance. These providers operate under their own privacy frameworks consistent with Canadian data protection laws. No personal information is shared with third parties for marketing or unrelated purposes.

9. User Rights and Choices

Users have the right to:

Access and review their personal information stored on our systems.
Request correction of inaccurate data.
Request deletion of personal data that is no longer necessary for processing.
Limit or object to certain types of data use, when applicable.
All requests will be handled in a timely and transparent manner.

10. Policy Updates

This Privacy Policy may be updated periodically to reflect changes in legal requirements, technology, or internal practices. The most recent version will always be available on this website. Material updates will be clearly noted with a revised date. Users are encouraged to review the policy occasionally to stay informed about how their data is managed.

11. Contact Information

For questions regarding this Privacy Policy or to request clarification about data handling, please contact us:

Address: 33 Isabella St, Toronto, ON M4Y 2P7, Canada
Phone: +1 416-929-5900
Email: contact@iratarienti.com