Privacy Policy and Data Protection

Our Privacy Commitment

At Selorianquavex, we understand that financial planning involves sharing sensitive personal information. Your privacy is fundamental to our service, and we are committed to protecting your personal data while providing exceptional financial planning consultations and analytical reviews.

This privacy policy explains how we collect, use, protect, and handle your personal information in accordance with Canadian privacy legislation and international best practices for financial services.

Personal Information We Collect

To provide effective financial planning services, we may collect the following types of personal information:

• • Contact details including name, email address, phone number, and mailing address for consultation scheduling and service delivery
• • Financial information such as income details, asset values, and financial goals shared during planning consultations
• • Demographic information including age, employment status, and family situation relevant to your financial planning needs
• • Communication preferences, consultation history, and feedback about our financial planning services

How We Use Your Information

We use your personal information exclusively to provide and improve our financial planning services:

• • Delivering personalized financial planning consultations and analytical reviews tailored to your specific circumstances
• • Scheduling appointments, sending consultation reminders, and maintaining ongoing client communication
• • Analyzing market trends and developing insights that may benefit your financial planning objectives
• • Improving our consultation methods, analytical frameworks, and client service delivery
• • Meeting legal and regulatory requirements applicable to financial planning services in Canada

Legal Basis for Processing

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

Primary Legal Basis: We process your data on the basis of consent for marketing communications and legitimate interest for service delivery

Information Sharing and Disclosure

We do not sell your personal information to third parties. We may share information only in these limited circumstances:

• • With trusted service providers who assist in delivering our financial planning services, bound by strict confidentiality agreements
• • When required by law, regulation, or legal process, including compliance with financial services regulations
• • To protect our rights, property, or safety, or that of our clients or the public, as permitted by law
• • With your explicit consent for specific purposes you have authorized

Data Security and Protection

We implement comprehensive security measures to protect your personal information, including encrypted data storage, secure communication channels for consultations, regular security audits, and restricted access controls. Our team receives ongoing training on privacy protection and data handling best practices for financial services.

Data Retention Practices

We retain your personal information for as long as necessary to provide ongoing financial planning services, meet regulatory requirements, and honor your consultation history. Inactive accounts may be archived after three years, with complete deletion available upon request, subject to legal retention requirements.

Your Privacy Rights

You have several important rights regarding your personal information:

• • Access to your personal data and information about how we use it in our financial planning services
• • Correction of inaccurate or incomplete personal information in your client records
• • Deletion of your personal data, subject to legal and regulatory retention requirements
• • Restriction of processing in certain circumstances while we address your concerns
• • Data portability to transfer your information to another service provider where technically feasible
• • Objection to certain types of data processing, including direct marketing communications

Cookies and Website Analytics

Our website uses cookies to enhance your experience and provide personalized content relevant to financial planning.

For detailed information about our cookie practices, please review our comprehensive Cookie Policy Cookie Policy

Privacy Protection for Minors

Our financial planning services are designed for adults and we do not knowingly collect personal information from individuals under 18. If we become aware of any such information, we will promptly delete it from our systems.

Privacy Policy Updates

We may update this privacy policy to reflect changes in our services, legal requirements, or privacy practices. Material changes will be communicated to active subscribers with reasonable notice, and continued use of our services constitutes acceptance of the updated policy.

Questions About These Disclaimers

For privacy-related questions, to exercise your rights, or to discuss any concerns about our data practices, please contact us using the information provided in our main contact section.