Privacy Policy

Information We Collect

When you interact with our investment education services, we gather information to provide you with personalized learning experiences and support.

• Personal details like your name, email address, and phone number when you register for programs
• Learning preferences and progress data to customize your educational journey
• Communication records from our support interactions and consultations
• Website usage information through cookies and analytics tools
• Payment information processed securely through third-party payment processors

How We Use Your Information

We use your personal information to deliver effective investment education and support services tailored to your learning goals.

• Delivering educational content and tracking your learning progress
• Communicating important updates about your programs and sessions
• Providing customer support and responding to your inquiries
• Improving our educational materials based on user feedback and behavior
• Sending newsletters and educational resources you've subscribed to

Information Sharing and Disclosure

We don't sell your personal information. However, we may share information in specific circumstances to provide our services or meet legal requirements.

• With educational partners who help deliver specialized content or certifications
• With service providers who assist with payment processing, email delivery, or website analytics
• When required by Canadian law or to respond to valid legal requests
• In the event of a business merger or acquisition, with appropriate privacy protections

Your Privacy Rights

Under Canadian privacy legislation, including PIPEDA, you have important rights regarding your personal information.

Data Security and Protection

We implement comprehensive security measures to protect your personal information from unauthorized access, alteration, or disclosure.

• SSL encryption for all data transmitted between your browser and our servers
• Regular security audits and vulnerability assessments of our systems
• Access controls limiting staff access to personal information on a need-to-know basis
• Secure data centers with physical and digital protection measures
• Regular data backups with encrypted storage and tested recovery procedures

Data Retention

We keep your personal information only as long as necessary to provide our services and meet legal obligations.

• Active student records maintained for the duration of your enrollment plus two years
• Communication records kept for three years for quality assurance purposes
• Financial transaction records retained for seven years as required by Canadian tax law
• Marketing preferences stored until you unsubscribe or request deletion

Cookies and Tracking

Our website uses cookies and similar technologies to enhance your browsing experience and understand how you interact with our content.

• Essential cookies required for website functionality and security
• Analytics cookies to understand website usage patterns and improve user experience
• Preference cookies to remember your settings and customization choices
• Marketing cookies to deliver relevant content and measure campaign effectiveness

International Data Transfers

While we primarily store data in Canada, some service providers may process information in other countries with adequate privacy protections.

When data is transferred internationally, we ensure appropriate safeguards are in place, including contractual protections and compliance with Canadian privacy requirements. We only work with service providers who demonstrate strong privacy and security practices.

Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. When we make significant changes, we'll notify you through email or a prominent notice on our website.

We encourage you to review this policy regularly to stay informed about how we protect your privacy. Your continued use of our services after policy changes indicates your acceptance of the updated terms.