Information we collect

We collect only the information necessary to deliver, secure, and improve our financial data structuring services. Below is a summary of what is collected and why.

• Technical data such as IP address, browser type, and access logs are collected for security and analytics.
• Contact information may be collected if you submit an inquiry, request support, or access restricted services.
• Financial data uploaded for structuring or analysis is stored only as required to process your request and is never shared externally without your consent.
• Session cookies and identifiers are used to maintain secure access and optimize site performance.

How we use your information

We use your information only for the purposes explained here—never for external marketing or unrelated profiling. Our commitment is to transparency, compliance, and minimal data retention.

• To deliver financial data structuring services and respond to user inquiries efficiently and securely.
• To maintain and improve the security and reliability of our site through technical monitoring and analytics.
• To fulfill legal or contractual obligations, including responding to regulatory requests.
• To support audit trails, compliance reporting, and verification processes as required for Canadian financial research.

Legal basis for data processing

We collect and process your data only with your consent or as required to fulfill contractual and legal obligations. No information is gathered without a legitimate purpose.

How we share information

We do not share your information with third parties except as required to operate our services or comply with Canadian law. Any such sharing is limited, transparent, and governed by contractual safeguards.

• Service providers may access information only as needed to support site operations and must adhere to strict confidentiality agreements.
• If legally required, information may be disclosed to Canadian regulatory authorities or law enforcement.
• In the event of a business transfer, your data may be included as part of the transaction, with continued protection under this policy.

Data security measures

We employ a layered security approach that includes encryption, access controls, and regular audits. While no system is perfectly immune to risk, these measures help protect your financial and technical information from unauthorized access, data loss, or misuse. Our processes are routinely reviewed to meet Canadian privacy standards.

Your rights

As a user, you retain clear rights regarding your data. These include access, correction, deletion, and the ability to object to or restrict processing in line with Canadian privacy regulations.

• You have the right to access and request a copy of your personal information held by us.
• You may request correction or deletion of inaccurate or outdated information, subject to regulatory and contractual constraints.
• You have the right to restrict or object to certain processing activities as allowed by law.
• You can withdraw consent for processing at any time, except where processing is required to fulfill contractual or legal obligations.

Cookie usage

We use cookies strictly for session management, security, and site analytics. No personal financial details are stored in cookies, and we do not use cookies for advertising or external profiling. For further details, please review our dedicated cookie policy.

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Contact information

If you have questions about our privacy practices, data collection, or your rights as a user, you may contact us using the details provided in this section. Our team responds to all privacy-related inquiries within a reasonable timeframe.

Policy changes

This privacy policy may be updated to reflect changes in legal requirements, best practices, or our own procedures. Significant changes will be communicated on this page. Please review the policy regularly for updates.