Data Processing Policy

1. Introduction

This Data Processing Policy describes how CoreWealthPlanner collects, uses, stores, and protects personal data in accordance with applicable data protection laws. This policy supplements our Privacy Policy and provides detailed information about our data processing practices.

We are committed to protecting your privacy and ensuring the security of your personal information. This policy explains our approach to data processing and your rights regarding your personal data.

2. Data Controller Information

CoreWealthPlanner is the data controller responsible for processing your personal data. Our contact information is:

CoreWealthPlanner

1847 Yonge Street, Suite 312

Toronto, ON M4S 1Y5, Canada

Email: [email protected]

Phone: +1 (416) 527-8391

3. Categories of Personal Data Processed

We process the following categories of personal data:

  • Identity data: First name, last name
  • Contact data: Email address, phone number, postal address
  • Technical data: IP address, browser type and version, operating system, device information
  • Usage data: Information about how you use our website, pages visited, time spent on pages
  • Communication data: Messages sent through contact forms, email correspondence

4. Methods of Data Collection

We collect personal data through various methods:

  • Directly from you when you fill out contact forms on our website
  • Automatically through cookies and similar technologies when you visit our website
  • Through server logs that record your interactions with our website
  • When you communicate with us via email or other channels

5. Legal Basis for Processing

We process your personal data based on the following legal grounds:

  • Consent: When you have given clear consent for us to process your personal data for specific purposes
  • Legitimate interests: When processing is necessary for our legitimate interests, such as improving our website and services
  • Legal obligation: When processing is necessary to comply with a legal obligation
  • Contract performance: When processing is necessary to perform a contract with you

6. Data Processing Activities

We process personal data for the following activities:

  1. Responding to inquiries and requests submitted through contact forms
  2. Providing access to website content and resources
  3. Analyzing website usage to improve user experience
  4. Ensuring website security and preventing fraud
  5. Complying with legal and regulatory requirements
  6. Communicating with users about website updates and relevant information

7. Data Storage and Retention

We store personal data securely and retain it only for as long as necessary to fulfill the purposes for which it was collected, unless a longer retention period is required by law.

Retention periods vary depending on the type of data and the purpose for which it was collected:

  • Contact form submissions are retained until the inquiry is resolved and for a reasonable period thereafter
  • Technical and usage data may be retained for analytical purposes
  • Legal and regulatory requirements may necessitate longer retention periods

8. Data Security Measures

We implement appropriate technical and organizational measures to protect personal data against unauthorized access, alteration, disclosure, or destruction:

  • Encryption of data in transit and at rest
  • Regular security assessments and updates
  • Access controls and authentication mechanisms
  • Secure server infrastructure
  • Regular backups and disaster recovery procedures

9. Data Sharing and Transfers

We do not sell, trade, or rent your personal data to third parties. We may share data only in the following circumstances:

  • With service providers who assist us in operating our website, subject to confidentiality agreements
  • When required by law or to respond to legal process
  • To protect our rights, property, or safety, or that of our users
  • In connection with a business transfer, such as a merger or acquisition

Any data transfers outside of Canada are conducted in accordance with applicable data protection laws and with appropriate safeguards in place.

10. Your Rights

You have the following rights regarding your personal data:

  • Right of access: Request a copy of the personal data we hold about you
  • Right to rectification: Request correction of inaccurate or incomplete data
  • Right to erasure: Request deletion of your personal data under certain circumstances
  • Right to restrict processing: Request limitation of how we process your data
  • Right to data portability: Request transfer of your data to another service provider
  • Right to object: Object to processing of your data for certain purposes
  • Right to withdraw consent: Withdraw consent where processing is based on consent

To exercise these rights, please contact us using the contact information provided in this policy.

11. Changes to This Policy

We may update this Data Processing Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website.

We encourage you to review this policy periodically to stay informed about how we process your personal data.

12. Contact Information

If you have questions about this Data Processing Policy or wish to exercise your rights, please 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.