At FINES, your trust matters. We are committed to protecting your personal information and being transparent about how we handle it. This policy describes how we collect, use, and safeguard data when providing advisory services related to income planning, financial literacy, investing, passive-income strategies, and digital assets in Canada.
We aim to align our practices with applicable Canadian privacy standards, including the Personal Information Protection and Electronic Documents Act (PIPEDA), where relevant. This document is for informational purposes only and does not constitute legal advice.
We collect personal information when you submit forms, request materials, or participate in educational sessions. This may include:
Your information may be used to:
We implement technical and organizational measures to protect your information against unauthorized access, loss, or misuse. Data is stored on secure systems, transmitted where appropriate over encrypted connections (e.g., TLS/SSL), and accessed only by authorized personnel who require it for their role.
You may have rights under Canadian privacy law, which can include the ability to:
To exercise these rights, please contact us using the details below. We may request information to verify your identity before responding to your request.
We retain personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law. We may update this policy from time to time to reflect regulatory changes or improvements to our services. Any changes will be posted on this page, with a clear notice where appropriate.
If you have questions or wish to exercise your privacy rights, reach us at: