How We Handle Personal Information

Scope of this statement

This statement applies to information collected through this public website. It does not replace any privacy notice, agreement, or consent that may apply to an existing client relationship, investment account, insurance arrangement, custodian, or third-party client portal.

Information we collect

We collect information in the following ways:

• Contact requests: your name, email address, optional phone number, and the message you send us.
• Career applications: your name, email address, the position of interest, your message, and documents you upload such as a resume or cover letter.
• Website usage: technical and usage information such as browser and device type, approximate location derived from an IP address, referring page, pages viewed, and interactions with the site. Google Analytics may use cookies or similar identifiers for this purpose.
• Third-party content: Google Maps, YouTube, and reCAPTCHA may receive technical information when their content or services load or when you interact with them.

How we use information

We use personal information to:

• respond to inquiries and arrange appropriate follow-up;
• understand the nature of your inquiry so we can respond appropriately;
• review and respond to career applications;
• operate, secure, troubleshoot, and improve the website; and
• understand aggregate website usage and content performance.

We do not sell or rent personal information collected through this website.

Service providers and storage

The website is hosted by Netlify. Form submissions are processed and stored using Netlify Forms and may also be delivered to authorized Financial Decisions staff through submission notifications. Website analytics are processed through Google Analytics. Google also provides Maps, YouTube, and reCAPTCHA services used on the site.

These providers process information under their own terms and privacy practices. Information may be processed or stored outside Canada and may therefore be subject to the laws of another jurisdiction. You can review the Netlify Privacy Statement and Google Privacy Policy.

Retention

We retain website inquiries and application information only for as long as reasonably necessary for the purposes described above, to maintain appropriate business records, or to meet legal and regulatory obligations. Information that is no longer required is deleted, anonymized, or securely disposed of, as appropriate.

Safeguards

We use administrative and technical safeguards appropriate to the nature of the information handled through this website. These include encrypted website connections, access controls, form spam protection, and security-focused hosting and browser policies. No internet transmission or storage system can be guaranteed to be completely secure.

The website contact form is not a secure client portal. Please do not submit account numbers, passwords, detailed financial figures, government identifiers, or other sensitive financial information through the website.

Your choices and access requests

You may contact us to ask about personal information we hold about you, request a correction, or withdraw consent where applicable, subject to legal and regulatory limitations. You can also restrict or delete cookies through your browser settings. Google provides a Google Analytics opt-out browser add-on.

Privacy inquiries

Questions, access requests, or concerns about this statement can be directed to:

Changes to this statement

We may update this statement as the website, service providers, or privacy practices change. The current version and its last-updated date will be published on this page.