Privacy Policy

At Financial Strategies, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your data.

Information We Collect

When you submit a form, survey, book a consultation, or otherwise interact with our website, we may collect information such as:

Name

Email address

Phone number

City or location

Information you voluntarily provide about your financial interests, goals, or inquiries

How We Use Your Information

We use your information to:

Respond to your inquiries

Schedule and confirm consultations

Provide educational resources and requested information

Recommend financial products and services based on your interests

Improve our website and customer experience

Send updates, reminders, and marketing communications when you have provided your consent

SMS & Email Communications

If you expressly opt in, you may receive text messages or emails from Financial Strategies regarding appointments, consultation reminders, follow-ups, requested information, educational resources, promotions, events, and updates about our services.

Message frequency may vary. Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP or request assistance by replying HELP. You may unsubscribe from marketing emails by clicking the unsubscribe link included in those communications.

Information Sharing

Financial Strategies does not sell, rent, or trade your personal information.

We may share your information with trusted service providers or business partners only when necessary to provide the services you request, comply with legal obligations, or operate our business.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. All other use cases exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, disclosure, alteration, or destruction.

Your Choices

You may request access to, correction of, or deletion of your personal information by contacting us using the information below, subject to applicable legal requirements.

Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact:

Financial Strategies

Phone: 905-808-3945

Website: https://financialstrategies.ca

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

By using this website and submitting your information, you acknowledge that you have read and agree to this Privacy Policy.