Privacy Policy

Information We Collect

When you use our investment reporting services, we collect several types of information. Some you provide directly, others we gather automatically as you interact with our platform.

Information You Provide Directly

• Account registration details: name, email address, phone number
• Investment portfolio information you choose to connect or upload
• Payment information when you subscribe to our services
• Communication preferences and correspondence with our support team
• Optional profile information to personalize your experience

Information We Collect Automatically

• Device information: IP address, browser type, operating system
• Usage data: pages visited, features used, time spent on platform
• Technical data: cookies, session information, error logs
• Location data based on IP address (city and province level only)

How We Use Your Information

We use the information we collect to provide and improve our investment reporting services. Here's what that actually means in practice.

We don't sell your personal information to third parties. Period. Your investment data is especially sensitive, and we treat it with the highest level of security and confidentiality.

Data Sharing and Third Parties

Sometimes we need to share information with other companies to provide our services. But we're selective about who we work with and what we share.

Service Providers We Work With

• Cloud hosting providers for secure data storage and platform infrastructure
• Payment processors to handle subscription billing and transactions
• Email service providers for sending account notifications and updates
• Analytics tools to understand how users interact with our platform
• Security services for fraud prevention and account protection

When Law Requires Disclosure

We may disclose information if required by Canadian law, court order, or government request. This includes cooperation with law enforcement when we believe disclosure is necessary to protect rights, property, or safety.

Your Rights Under Canadian Law

PIPEDA gives you several rights regarding your personal information. Here's what you can do and how to exercise these rights.

Access Your Information

You can request a copy of the personal information we hold about you. We'll provide it within 30 days, though complex requests might take a bit longer. Most account information is already available through your dashboard.

Correct Inaccurate Data

If something's wrong in your account information, you can update most details yourself through your profile settings. For information you can't change directly, contact us and we'll make the corrections.

Delete Your Account

You can request account deletion at any time. We'll remove your personal information within 30 days, though we may keep some records for legal or accounting purposes as required by Canadian regulations.

Withdraw Consent

You can withdraw consent for certain data processing activities. Keep in mind that some data processing is necessary to provide our services, so withdrawing consent might affect your ability to use certain features.

Data Security Measures

We take security seriously. Your investment data deserves strong protection, and we've built our systems with that in mind.

Technical Safeguards

• All data transmitted between your device and our servers uses TLS encryption
• Investment data is encrypted at rest using industry-standard encryption algorithms
• Access to customer data is restricted to authorized personnel only
• Regular security audits and penetration testing to identify vulnerabilities
• Multi-factor authentication available for all accounts

Organizational Measures

• Employees receive privacy and security training annually
• Strict access controls based on job responsibilities
• Incident response procedures for potential security breaches
• Regular backups stored in secure, geographically distributed locations

Despite our best efforts, no system is 100% secure. If we detect a breach that affects your data, we'll notify you and the Privacy Commissioner of Canada as required by law.

Data Retention

We don't keep your information longer than necessary. But "necessary" depends on what type of information we're talking about.

Active Account Data

While your account is active, we keep the information needed to provide our services. This includes your profile details, investment data you've connected, and usage history.

After Account Closure

When you close your account, we delete most personal information within 30 days. However, Canadian tax and accounting laws require us to keep some financial records for seven years. We also retain minimal information needed to prevent fraud and enforce our terms of service.

Backup Systems

Deleted data may persist in backup systems for up to 90 days before complete removal. These backups are encrypted and inaccessible except for disaster recovery purposes.

Cookies and Tracking

Like most websites, we use cookies and similar technologies. Here's what that means and what choices you have.

Types of Cookies We Use

• Essential cookies: Required for login and basic platform functionality
• Analytics cookies: Help us understand how people use our platform
• Preference cookies: Remember your settings and customizations
• Security cookies: Detect unusual activity and protect your account

You can control cookies through your browser settings. Blocking essential cookies will prevent you from using certain features, but you can safely disable analytics cookies without affecting functionality.

International Data Transfers

We store data primarily on Canadian servers. However, some of our service providers operate globally, which may involve transferring data outside Canada.

When we transfer data internationally, we ensure adequate protections through standard contractual clauses and verify that providers meet Canadian privacy standards. Your information receives the same level of protection regardless of where it's processed.

Children's Privacy

Our services are designed for adults managing investment portfolios. We don't knowingly collect information from anyone under 18. If you're a parent and believe your child has provided us with personal information, contact us and we'll delete it.

Changes to This Policy

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

The "Last Updated" date at the top shows when we last revised this policy. We encourage you to review it periodically, especially if you haven't checked in a while.

Privacy Complaints

If you have concerns about how we handle your personal information, please contact us first. We'll investigate and respond within a reasonable timeframe.

If you're not satisfied with our response, you have the right to file a complaint with the Privacy Commissioner of Canada. You can reach them at 1-800-282-1376 or through their website at priv.gc.ca.