Sapling Financial Planning Privacy Policy

Introduction

Sapling Financial Planning and Wellness is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you visit our website (www.sapingfp.ca) and when you engage with our financial planning services.

Information We Collect

We may collect personal information from you in various ways, including but not limited to:

– Contact Information: Name, email address, phone number, and mailing address.
– Financial Information: Details about your financial situation, goals, and any other data necessary for providing our services.
– Usage Data: Information about how you use our Site, including your IP address, browser type, and pages visited.

How We Use Your Information

We may use the information we collect for various purposes, including:

– To provide, maintain, and improve our services.
– To communicate with you, including responding to inquiries and providing customer support.
– To send you newsletters, marketing materials, and other information that may be of interest to you.
– To comply with legal obligations and protect our rights.

Disclosure of Your Information

We do not sell or rent your personal information to third parties. We may share your information in the following circumstances:

– With Service Providers: We may employ third-party companies and individuals to facilitate our services, provide the Site, or perform services on our behalf.
– For Legal Reasons: We may disclose your information if required to do so by law or in response to valid requests by public authorities.

Data Security

We take the security of your personal information seriously and implement reasonable measures to protect it. However, no method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee its absolute security.

Your Rights

You have certain rights regarding your personal information, including:

– The right to access the information we hold about you.
– The right to request correction of inaccurate data.
– The right to request deletion of your personal information.
– The right to withdraw consent for data processing.

To exercise these rights, please contact us using the information below.

Cookies and Tracking Technologies

Our Site may use cookies and similar tracking technologies to enhance user experience and analyze site traffic. You can control the use of cookies at the individual browser level.

Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices of these sites. We encourage you to review their privacy policies before providing any personal information.

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. We encourage you to review this policy periodically for any updates.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Sapling Financial Planning & Wellness 
301-220 Brew Street
Port Moody, BC 
(604)917-0361