Privacy Policy

1. General Provisions

This Privacy Policy defines the procedure for processing and protecting personal data of users of the corewealthplanner.com website. Use of the site means unconditional consent of the user to this Policy and the conditions for processing his personal information specified in it.

In case of disagreement with the terms of the Privacy Policy, the user must stop using the site. The site administration does not verify the accuracy of personal data provided by the site user.

2. Definitions

  • Personal data — any information relating to a directly or indirectly identified or identifiable natural person.
  • Processing of personal data — any action or set of actions performed with personal data, including collection, recording, systematization, accumulation, storage, clarification, extraction, use, transfer, depersonalization, blocking, deletion, destruction.
  • User — a person who has access to the site through the Internet and uses the corewealthplanner.com site.
  • Site administration — authorized employees for site management, acting on behalf of CoreWealthPlanner.

3. Collection of Personal Data

The site administration may collect the following categories of personal data of users:

  • First name and last name
  • Email address
  • Phone number
  • Information contained in messages sent through the contact form
  • Technical data, including IP address, browser type, operating system, time of site visit

Personal data is collected when the user fills out forms on the site, as well as automatically when using the site using technologies such as cookies and server logs.

4. Purposes of Processing Personal Data

The site administration processes personal data of users for the following purposes:

  1. Processing requests and inquiries from users sent through the contact form
  2. Providing the user with access to personalized site resources
  3. Improving the quality of the site and the convenience of its use
  4. Conducting statistical research and analysis
  5. Informing the user about new materials and site updates
  6. Ensuring site security and preventing fraud

5. Legal Basis for Processing

The site administration processes personal data on the following legal grounds:

  • Consent of the user to the processing of his personal data
  • Performance of a contract to which the user is a party
  • Compliance with legal obligations
  • Protection of the legitimate interests of the site administration

6. Storage and Protection of Personal Data

Personal data of users is stored on secure servers and is protected by technical and organizational measures to prevent unauthorized access, loss, destruction, or alteration of data.

The site administration takes necessary measures to protect personal data, but cannot guarantee absolute security of data transmission over the Internet.

Personal data is stored for the period necessary to achieve the purposes of processing, unless a longer storage period is required by law.

7. Transfer of Personal Data

The site administration does not transfer personal data to third parties, except in the following cases:

  • The user has given consent to such transfer
  • Transfer is required by law or by order of state authorities
  • Transfer is necessary to protect the rights and legitimate interests of the site administration or third parties

8. User Rights

Users have the right to:

  • Receive information about the processing of their personal data
  • Request correction of inaccurate personal data
  • Request deletion of personal data
  • Object to the processing of personal data
  • Request restriction of processing of personal data
  • Withdraw consent to the processing of personal data

To exercise these rights, users can contact the site administration using the contact information provided on the site.

9. Cookies

The site uses cookies to improve user experience and analyze site usage. For more information about the use of cookies, please see our Cookie Policy.

10. Changes to Privacy Policy

The site administration reserves the right to make changes to this Privacy Policy. Users will be notified of significant changes by posting a new version of the Policy on the site.

Continued use of the site after changes to the Privacy Policy means acceptance of the new terms.

11. Contact Information

If you have questions about this Privacy Policy or wish to exercise your rights regarding personal data, 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.