Privacy Policy

Information We Collect

We collect different types of information depending on how you interact with our investment education platform. This includes information you provide directly, information we collect automatically, and information from third-party sources.

Personal Information You Provide

• Contact details including name, email address, phone number, and mailing address
• Account registration information and profile preferences
• Educational background and investment experience level
• Communication preferences and course interests
• Payment information for course enrollment (processed securely through third-party providers)
• Feedback, survey responses, and customer service inquiries

Automatically Collected Information

• Device information including IP address, browser type, and operating system
• Website usage data, page views, and navigation patterns
• Course progress, completion rates, and learning analytics
• Cookies and similar tracking technologies data

How We Use Your Information

We use your personal information for legitimate business purposes related to providing investment education services and improving your learning experience.

Information Sharing and Disclosure

We don't sell your personal information to third parties. However, we may share your information in specific circumstances with trusted service providers and partners who help us deliver our educational services.

We may also disclose your information when required by law, to protect our rights, or in connection with a business transaction such as a merger or acquisition. In such cases, we'll ensure continued protection of your personal information.

Your Privacy Rights

Under Canadian privacy laws, you have important rights regarding your personal information. We're committed to helping you exercise these rights effectively.

To exercise any of these rights, contact our privacy team using the information provided at the end of this policy. We'll respond to your request within 30 days and may need to verify your identity before processing certain requests.

Data Security and Retention

We implement comprehensive security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. Our security practices include encryption, access controls, regular security assessments, and staff training.

Data Retention Periods

We retain personal information only as long as necessary to fulfill the purposes for which it was collected, comply with legal requirements, and resolve disputes. Account information is typically retained for seven years after account closure, while marketing communications data is kept until you unsubscribe or request deletion.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience, remember your preferences, and analyze site usage. You can control cookie settings through your browser, though disabling certain cookies may affect site functionality.

Types of Cookies We Use

• Essential Cookies: Required for basic site functionality and security
• Performance Cookies: Help us understand how visitors interact with our site
• Functionality Cookies: Remember your preferences and personalize your experience
• Marketing Cookies: Used to deliver relevant advertisements (with your consent)

International Data Transfers

While we primarily store and process data within Canada, some of our service providers may process information in other countries. When we transfer data internationally, we ensure appropriate safeguards are in place, including contractual protections and adequacy decisions.

We regularly review our data processing arrangements to ensure they meet Canadian privacy standards and provide adequate protection for your personal information regardless of where it's processed.

Changes to This Privacy Policy

We may update this privacy policy periodically to reflect changes in our practices, services, or legal requirements. When we make significant changes, we'll notify you by email (if you've provided an email address) or through a prominent notice on our website.

We encourage you to review this policy regularly to stay informed about how we're protecting your information. The "Last Updated" date at the top of this page indicates when the policy was most recently revised.