PIPEDA COMPLIANT

Privacy Policy

Last Updated: June 2026

Commitment to Transparency

PIPEDA COMPLIANT

Information We Collect

To provide accurate and personalized financial planning, insurance, and investment advisory services, we collect basic personal information. This includes your name, email address, and phone number when you request guides, educational materials, or initiate contact.

How We Use Your Information

The information we collect is strictly utilized to deliver the requested educational materials, to follow up regarding your inquiries via phone or email, and to share relevant updates concerning financial services that align with your interests.

SMS Communications

By providing your phone number, you may consent to receive direct SMS messages regarding your financial strategy or appointment scheduling. You reserve the right to opt out of these communications at any time by replying STOP.

Data Security & Third-Party Sharing

Protecting your information is paramount. We implement rigorous structural safeguards to prevent unauthorized access. We explicitly state that your data is never sold to third parties. Any sharing of information occurs strictly within the framework of delivering our fiduciary duties to you, governed firmly by the Personal Information Protection and Electronic Documents Act (PIPEDA).

Your Rights & Contact Information

You retain full control over your personal data and have the right to request access, correction, or deletion at any time. For privacy-related inquiries, to update your preferences, or to exercise your data rights, please contact us at [email protected]. This policy was last updated in June 2026, and we will notify you of any material changes to our privacy practices.

Kevin Rector, Financial Services Professional

kevinrector.ca | [email protected]