Cookie Policy

1. What Are Cookies

Cookies are small text files that are saved on a user's device when visiting a website. They contain information that helps the site remember user preferences and improve their experience using the site.

Cookies can be persistent, remaining on the device for a certain period of time, or session-based, being deleted after closing the browser.

2. Types of Cookies Used

The corewealthplanner.com website uses the following categories of cookies:

2.1. Necessary Cookies

These cookies are necessary for the site to function and cannot be disabled in our systems. They are usually set in response to actions taken by the user, such as setting privacy preferences, logging in, or filling out forms.

Without these cookies, some site features may be unavailable. These cookies do not store personal information that can identify the user.

2.2. Analytics Cookies

These cookies allow us to count the number of visitors and analyze traffic sources. They help us understand how visitors interact with the site, providing information about pages visited, time spent on the site, and possible problems users have encountered.

All information collected by these cookies is aggregated and anonymous. If the user does not allow the use of these cookies, we will not know when they visited our site.

2.3. Functional Cookies

These cookies allow the site to remember choices made by the user and provide enhanced and more personalized features. They may be used to remember user preferences, such as selected language or region.

These cookies may also be used to remember changes made by the user to text size, fonts, and other parts of web pages that can be customized. Information collected by these cookies may be anonymous and cannot track user activity on other sites.

3. Managing Cookie Settings

Users can manage cookie settings through a special banner that appears on the first visit to the site. In the banner, users can:

  • Accept all cookies
  • Accept only selected cookie categories
  • Reject all cookies except necessary ones
  • Go to the settings page for detailed configuration

Users can also manage cookies through their browser settings. Most browsers allow:

  • Viewing and deleting individual cookies
  • Blocking cookies from certain sites
  • Blocking all third-party cookies
  • Deleting all cookies when closing the browser

Please note that disabling cookies may affect site functionality and limit access to some of its features.

4. Cookie Storage Period

Different types of cookies have different storage periods:

  • Session cookies — automatically deleted when the browser is closed
  • Persistent cookies — remain on the device for a certain period of time or until deleted by the user

Specific storage periods for each type of cookie are indicated in the user's browser settings.

5. Third-Party Cookies

Some cookies on our site are set by third parties, such as analytics services. These cookies may be used to track user activity across various sites and create a profile of their interests.

We do not control third-party cookie settings. Users are advised to review the privacy policies of the relevant third parties for additional information.

6. Changes to Cookie Policy

We may periodically update this Cookie Policy to reflect changes in the technologies we use or in legislation. Users are advised to periodically check this page for current information.

Significant changes to the Policy will be brought to the attention of users through a notice on the site or by other means.

7. Contact Information

If users have questions regarding the use of cookies on our site, they can contact us:

CoreWealthPlanner

1847 Yonge Street, Suite 312

Toronto, ON M4S 1Y5, Canada

Email: [email protected]

Phone: +1 (416) 527-8391

Disclaimer

This disclaimer is intended to inform visitors to our CoreWealthPlanner website that the information presented relates to financial planning topics, including budgeting, expense control, financial goals, investment tools, insurance, and risk management. We strongly recommend that visitors understand that results may vary, information is subject to change, and we do not guarantee the accuracy or completeness of the content and testimonials presented.

Our organization is not responsible for any losses or damages arising from the use of information posted on our site. All materials are provided for informational purposes only, and we recommend consulting with qualified professionals before making financial decisions. All information may change without prior notice, and we cannot guarantee that information will be current at the time of your inquiry.

Our site may contain links to third-party resources that are outside our control. We are not responsible for the content, accuracy, or availability of such resources. By using our services, you agree that we cannot be held responsible for any damage arising from the use of third-party links.

Information about financial planning topics and resources presented on the site is general and may not reflect all conditions and limitations of specific financial strategies. Before implementing any financial plan, it is necessary to carefully review all relevant information and seek guidance from qualified professionals.

Use of any content from our site without prior consent is prohibited. We reserve the right to change the terms of use of our site at any time without prior notice.

This disclaimer is governed by the laws of Canada, and all disputes arising in connection with it shall be resolved in the appropriate courts of jurisdiction. For additional information, please contact the contact information in the footer of our website or on the contact page.