Privacy Policy

At Srymtave Xezpello, we understand that your privacy matters. This policy explains how we collect, use, and protect your personal information when you visit our website or use our emotional investing services.

Information We Collect

We collect information you provide directly to us and information we gather automatically when you interact with our services. Here's what we typically collect:

Personal Information

Name, email address, phone number, and mailing address when you contact us or sign up for our services.

Financial Information

Investment goals, risk tolerance, and financial situation details you share during consultations.

Technical Data

IP address, browser type, device information, and how you navigate our website.

Communication Records

Emails, phone calls, and meeting notes from our interactions with you.

How We Use Your Information

Your information helps us provide better financial guidance and emotional investing support. We use your data for several key purposes:

Providing personalized investment advice and emotional coaching
Communicating with you about our services and market insights
Improving our website and service offerings
Complying with Canadian financial regulations and legal requirements
Protecting against fraud and unauthorized access
Analyzing trends to better understand investor behavior patterns

Legal Basis for Processing

Under Canadian privacy laws, we process your information based on legitimate business interests, your consent, and legal obligations. You can withdraw consent at any time, though this may limit our ability to provide certain services.

Information Sharing and Disclosure

We don't sell your personal information to third parties. However, we may share your data in specific situations:

With trusted service providers who help us operate our business (accountants, IT support, legal counsel)
When required by Canadian law or regulatory authorities
To protect our rights or the safety of our clients
If our business is sold or merged, though your privacy rights remain protected
With your explicit consent for specific purposes

All third parties we work with must agree to strict confidentiality terms and can only use your information for the specific purposes we've outlined.

Data Security and Protection

We take protecting your information seriously. Our security measures include:

Encrypted data transmission using industry-standard SSL certificates
Secure servers with regular security updates and monitoring
Limited access to personal information on a need-to-know basis
Regular security audits and vulnerability assessments
Employee training on privacy and data protection practices
Secure backup systems with encryption at rest

While we implement strong security measures, no system is completely immune to risks. We continuously monitor and update our security practices to stay ahead of potential threats.

Data Retention and Deletion

We keep your information only as long as necessary to provide our services and meet legal requirements. Here are our typical retention periods:

Active Client Data

Maintained while you're receiving our services, plus up to 2 years after your last interaction for potential follow-up support.

Financial Records

Kept for 7 years as required by Canadian tax and financial regulations.

Website Analytics

Anonymous usage data retained for 26 months to help improve our services.

Marketing Communications

Removed immediately upon unsubscribe request or after 3 years of inactivity.

You can request deletion of your personal information at any time, subject to legal retention requirements.

Your Privacy Rights

Under Canadian privacy legislation, you have several important rights regarding your personal information:

Right to Access

You can request a copy of all personal information we hold about you. We'll provide this within 30 days, along with information about how we've used your data and who we've shared it with.

Right to Correction

If any of your personal information is inaccurate or incomplete, you can ask us to correct it. We'll update our records and notify any third parties who received the incorrect information.

Right to Deletion

You can request that we delete your personal information, subject to legal retention requirements. We'll confirm deletion within 30 days and notify relevant third parties.

Right to Data Portability

You can request your personal information in a structured, commonly used format that allows you to transfer it to another service provider.

To exercise any of these rights, contact us using the information below. We may need to verify your identity before processing your request.

Cookies and Website Analytics

Our website uses cookies and similar technologies to improve your browsing experience and help us understand how visitors use our site.

Essential cookies that make our website function properly
Analytics cookies that help us understand visitor behavior (anonymized)
Performance cookies that help us optimize loading times and functionality

Managing Your Cookie Preferences

You can control cookie settings through your browser preferences. Disabling certain cookies may affect website functionality, but you'll still be able to access most of our content and services.

Updates to This Policy

We may update this privacy policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make significant changes, we'll notify you by:

Sending an email to your registered address
Posting a notice on our website homepage
Including the update date at the top of this policy

We encourage you to review this policy periodically to stay informed about how we protect your information. This policy was last updated in February 2025.

Questions About Your Privacy?

We're here to help you understand how we handle your information. Don't hesitate to reach out if you have any questions about this policy or want to exercise your privacy rights.

Address

46 Ridgewood Blvd W
Lethbridge, AB T1K 6B9

Phone

+1 450-467-4222

Email

[email protected]