Information We Collect

When you use our investment analysis platform, we collect certain information to provide you with better service. This includes details you provide directly and information gathered automatically during your interactions with our site.

• Personal details like name, email address, and phone number when you create an account
• Financial information related to your investment portfolio and risk preferences
• Technical data including IP address, browser type, and device information
• Usage patterns and how you navigate through our analysis tools
• Communication records when you contact our support team

We never collect more information than necessary to deliver our services effectively. Your sensitive financial data is handled with extra care and stored using advanced encryption methods.

How We Use Your Information

Your information helps us create personalized investment insights and improve our platform. We use this data responsibly and only for legitimate business purposes.

• Generating customized investment analysis reports based on your portfolio
• Sending important updates about market changes that affect your investments
• Improving our platform's performance and adding new features
• Providing customer support when you need assistance
• Ensuring platform security and preventing unauthorized access
• Complying with Canadian financial regulations and reporting requirements

Data Sharing and Third Parties

We work with trusted partners to deliver our services, but we're selective about who has access to your information. Any data sharing is done under strict agreements that protect your privacy.

Limited information may be shared with:

• Financial data providers who help us deliver accurate market information
• Cloud hosting services that store your data securely in Canadian facilities
• Payment processors when you subscribe to our premium features
• Legal authorities when required by Canadian law or court orders
• Security services that help protect against fraud and cyber threats

All our partners must meet strict privacy standards and are contractually bound to protect your information. We regularly audit these relationships to ensure compliance.

Your Rights Under Canadian Privacy Law

As a Canadian business, we comply with federal and provincial privacy legislation. You have several important rights regarding your personal information.

• Access - Request a copy of all personal information we hold about you
• Correction - Ask us to fix any inaccurate or incomplete information
• Deletion - Request removal of your personal data, subject to legal requirements
• Portability - Get your data in a format you can transfer to other services
• Withdrawal - Remove consent for specific uses of your information
• Complaint - File concerns with our privacy officer or regulatory authorities

To exercise these rights, contact our privacy team using the information provided below. We respond to all valid requests within 30 days and will verify your identity before processing any changes.

Data Security and Protection

Protecting your financial information is our top priority. We use multiple layers of security to keep your data safe from unauthorized access, theft, or misuse.

• End-to-end encryption for all data transmission and storage
• Regular security audits by independent cybersecurity firms
• Two-factor authentication for all user accounts
• Restricted employee access based on job requirements
• Automated monitoring systems that detect suspicious activity
• Secure backup systems with encrypted off-site storage

While no system is 100% secure, we continuously update our security measures to stay ahead of emerging threats. If a data breach occurs, we'll notify affected users and authorities within 72 hours as required by law.

Data Retention and Deletion

We keep your information only as long as necessary to provide services and meet legal obligations. Different types of data have different retention periods based on their purpose and regulatory requirements.

• Account information - Retained while your account is active plus 7 years
• Financial analysis data - Kept for 5 years after last account activity
• Communication records - Stored for 3 years for customer service purposes
• Technical logs - Automatically deleted after 1 year unless needed for security
• Marketing preferences - Removed immediately upon unsubscribe request

When data reaches its retention limit, we securely delete it from all systems. You can request earlier deletion of most information, though some records must be kept for legal compliance.

Cookies and Tracking

Our website uses cookies and similar technologies to improve your browsing experience and help us understand how users interact with our platform.

We use the following types of cookies:

• Essential cookies that enable basic website functionality
• Analytics cookies to understand user behavior and improve our services
• Preference cookies that remember your settings and customizations
• Security cookies that help protect against fraudulent activity

You can control cookie settings through your browser, but disabling certain cookies may limit website functionality. We don't use tracking cookies for advertising or share cookie data with marketing companies.

International Data Transfers

Your data is primarily stored and processed within Canada. However, some of our trusted service providers may process information in other countries with adequate privacy protections.

When international transfers occur, we ensure:

• The receiving country has privacy laws comparable to Canada's standards
• Contractual safeguards are in place to protect your information
• Data is encrypted during transmission and storage
• We maintain oversight of how your information is handled

Children's Privacy

Our investment analysis services are designed for adults and we don't knowingly collect personal information from anyone under 18 years old. If we discover that a minor has provided personal information, we'll delete it immediately.

Parents who believe their child has shared information with us should contact our privacy team right away so we can remove the data from our systems.

Changes to This Policy

We may update this privacy policy occasionally to reflect changes in our practices or legal requirements. When significant changes occur, we'll notify active users by email and post the updated policy on our website.

Minor updates like clarifications or formatting changes won't trigger notifications, but the "last updated" date will always reflect the most recent version.