Privacy Policy

At Synctopic Financial Planning Services, we are committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you use our consultation services.

Information We Collect

We collect information to provide effective financial planning consultation services:

• Contact information including name, email address, phone number, and mailing address
• Financial information relevant to consultation services including income, expenses, and financial goals
• Demographic information such as age, employment status, and family situation
• Communication records including consultation notes, emails, and correspondence

How We Use Your Information

We use collected information for the following purposes:

• Provide personalized financial planning consultation services
• Communicate with you about your consultation sessions and services
• Improve our services based on your feedback and needs
• Comply with legal and regulatory requirements
• Send relevant updates about changes to our services or policies

Legal Basis for Processing

We process your personal information based on the following legal grounds: We process your data based on your consent for consultation services and legitimate interest for service improvement

Information Sharing

We may share your information in limited circumstances:

• With your explicit consent for specific purposes
• When required by law or legal proceedings
• With trusted service providers who assist in delivering our services

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information only as long as necessary to provide our services and comply with legal requirements. Consultation records are typically retained for seven years as required by Canadian financial service regulations.

Your Privacy Rights

You have several rights regarding your personal information:

• Access your personal data and understand how it is processed
• Request correction of inaccurate or incomplete information
• Request deletion of your personal data under certain circumstances
• Object to processing or restrict use of your information
• Request data portability in machine-readable format
• Withdraw consent for processing based on consent

Cookies and Tracking

Our website uses cookies to enhance user experience and analyze usage patterns. Please review our Cookie Policy for detailed information about our cookie practices and your choices. Cookie Policy

Children's Privacy

Our services are intended for adults aged 18 and older. We do not knowingly collect personal information from children under 18. If we discover we have collected information from a minor, we will promptly delete it.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of material changes through email or website notification. The effective date appears at the top of this policy.

Contact Information

For questions about these disclaimers or our consultation services, please contact us using the information below.