Privacy Policy

Your Friend With Benefits Inc. 

Your privacy matters to us. At Your Friend With Benefits Inc., we are committed to safeguarding your personal information and managing it responsibly in compliance with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA). This Privacy Policy explains what information we collect, how we use it, and your rights regarding your data.

1. Information We Collect

We collect personal information necessary to provide you with our financial advisory services. This may include:

• Contact information (e.g., name, email address, phone number)
• Financial information (e.g., employment status, income, financial goals)
• Additional details relevant to services like financial planning, insurance applications, and investment advising
  

Information is collected directly from you through applications, electronic communications, or during consultations.

2. How We Use Your Information

Your personal information is used solely to provide services, respond to inquiries, and manage our business relationship with you. We do not sell or share your information with third parties, except as necessary to fulfill services or as required by law.

3. Retention, Security, and Secure Disposal of Your Information

We retain your personal information only as long as necessary to meet legal, regulatory, and business needs. Your information is stored securely with encryption, password protection, and controlled access for both physical and digital data. Once no longer needed, your data is securely destroyed, using shredding for physical records and secure deletion protocols for digital files.

4. Limited Disclosure to Trusted Third Parties

Your information may be shared with trusted third parties (e.g., service providers or insurers) only as necessary to provide our services. We ensure that all third-party partners adhere to our privacy standards and use your information solely for the intended purpose.

5. Your Privacy Rights and Choices

• Access Your Information: You may request access to your personal information or updates to ensure its accuracy.
• Withdraw Consent: You may withdraw consent for the use of your information, though this may impact our ability to provide services.
• Contact Us: If you have questions about this Privacy Policy, your data, or to request access or correction, please contact our Privacy Officer.

6. Contact Information

Privacy Officer: Kaven Kafshbarghi
Email:  kaven@yourfwb.ca
Phone:  (833) 968-7392

We are committed to maintaining the privacy of your information and to being transparent about our practices. If you have any concerns or questions regarding your privacy or how your information is managed, please reach out to us.

Updates to This Policy

Your Friend With Benefits Inc. may update this Privacy Policy periodically to reflect changes in our practices or regulatory requirements. We encourage you to review this policy occasionally to stay informed about how we protect your data.