I collect only the data needed to provide automated financial structuring and analytics. This includes contact information, user-submitted files, and technical usage logs. No marketing data is purchased or sold. All data is processed within Canada.
Collection is limited to what is necessary for compliance, research, and audit. I never collect sensitive financial account credentials or unrelated personal information.
Data is used to provide, improve, and secure automated structuring services. I analyze usage patterns to detect errors and refine workflows. No data is used for unsolicited marketing.
Client files and contact details are used only for service delivery, compliance checks, and requested support. I keep use to the minimum needed for operations and legal requirements.
You have clear rights: access, rectification, erasure, and portability. I honor these requests promptly and with full documentation. Canadian law guides every response, and you can escalate concerns to the relevant regulator.
You have the right to request access to the data I hold about you.
You can request corrections to inaccurate or outdated data.
Request erasure of your data if you no longer want it processed.
Ask for a copy of your data in a portable format.
I do not sell or rent your personal data. Third-party sharing is limited to service providers required for platform operation—such as secure hosting and infrastructure partners—under strict confidentiality agreements.
All partners are vetted for compliance with Canadian privacy laws. No data leaves Canada. I review vendor practices and audit compliance regularly.
I use encrypted storage, secure data centers, and regular security audits to protect your information. Access is restricted to team members with a need-to-know role. No financial account credentials are ever collected or stored.
All security measures are reviewed and updated in line with Canadian regulations. Breach response protocols are in place, and clients are notified promptly of any incident.