Last Updated
April 1, 2026
We collect personal information to respond to inquiries, provide consultations, and prepare financial illustrations or insurance proposals.
Contact details, corporate structures, and financial metadata provided voluntarily for consultation purposes.
Website usage data, device information, and IP addresses collected to optimize our digital interfaces.
We implement rigorous administrative and technical safeguards to protect your data against unauthorized access or disclosure.
We do not sell, trade, or rent personal information. Disclosure is strictly limited to necessary operational or legal requirements:
Insurance carriers, professional advisors (accountants/lawyers), or service providers explicitly authorized by you.
When required by FSRA, regulatory authorities, court orders, or applicable provincial and federal laws.
Under PIPEDA, you maintain the right to access your data, request corrections, or withdraw consent at any time by contacting our principal office.
We retain information only as long as necessary to fulfill the specified purposes or as mandated by FSRA regulatory requirements and limitation periods.
Our site uses cookies to enhance user experience and analyze traffic. You can manage these preferences through your browser settings without loss of core functionality.
For questions regarding this policy or to exercise your privacy rights, please contact our Principal, Tiffany (Jiao) Wu.
