Privacy Policy
Introduction:
Right Place Financial Inc. (“we”, “our”, “us”), located in Ontario, Canada, is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in compliance with Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).
Information We Collect
- Name, email, phone number, mailing address
- Date of birth, SIN (if required for financial services)
- Financial information related to insurance, investment, or tax services
- Information from forms, surveys, or appointment bookings
- Online activity (IP address, browser type, pages visited, cookies)
How We Use Your Information
Your personal information may be used to:
- Provide the financial services you requested
- Respond to inquiries and service requests
- Process applications for insurance, investment, or tax services
- Send updates, newsletters, or marketing communications (with consent)
- Improve our website, products, and services
- Comply with legal obligations or regulatory requirements
Disclosure of Information
We do not sell or rent your personal information. We may share information with:
- Trusted service providers (website hosting, analytics, payment processing, CRM tools)
- Financial institutions or insurance carriers to process applications and claims
- Legal or regulatory authorities, as required by law, or to enforce legal rights
Cookies and Tracking Technologies
Our website uses cookies and similar technologies to enhance user experience, analyze trends, and deliver
personalized content. You can manage or disable cookies in your browser settings, but some features may not
function properly.
Data Retention
We retain personal information only as long as necessary to provide services, comply with legal requirements,
or resolve disputes. Afterward, data is securely deleted or anonymized.
Data Protection and Security
We implement appropriate technical, administrative, and physical measures to protect personal information
from unauthorized access, disclosure, or misuse. Our security practices are regularly reviewed and updated.
Your Privacy Rights
Individuals have the right to:
- Access their personal information
- Request corrections
- Withdraw consent for certain uses
- Request deletion (subject to legal and regulatory requirements)
Requests can be made by contacting us directly (see Contact Information below)
Third-Party Services
We may use third-party services (e.g., WordPress plugins, analytics, payment gateways). These services have
their own privacy policies, and we encourage users to review them.
Children’s Privacy
Our website and services are not intended for children under 18. We do not knowingly collect information from children
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Updated versions will be posted on our website with the effective date.
Contact Information
For questions, requests, or concerns regarding your personal information or this Privacy Policy, please contact
us:
Requests can be made by contacting us directly (see Contact Information below)
Disclaimer
The information provided on the Right Place Financial Inc. website is for general informational purposes only
and should not be considered financial, legal, tax, or insurance advice. While we strive to keep the information
accurate and up to date, we make no representations or warranties of any kind, express or implied, about the
completeness, accuracy, reliability, or suitability of the information, products, or services contained on this
website.
All insurance products, investment solutions, and financial strategies are subject to terms, conditions,
underwriting approval, and applicable laws and regulations. Coverage availability, limits, and benefits may vary
depending on individual circumstances and the insurance provider.
Any calculators, tools, estimates, or projections provided on this website are for illustrative purposes only.
Results are based on assumptions and user-provided information and do not guarantee actual outcomes. Actual
results may differ due to market conditions, interest rates, taxation, inflation, or other factors.
Right Place Financial Inc. does not provide legal or accounting advice unless explicitly stated in a written
agreement. Clients are encouraged to consult with qualified legal, tax, or accounting professionals regarding
their specific situations.
Use of this website does not create a client-advisor relationship. No information on this website constitutes an
offer or solicitation to buy or sell any financial product in jurisdictions where such activity is not permitted.
Right Place Financial Inc. shall not be liable for any loss or damage, including, without limitation, indirect or
consequential loss or damage, arising from reliance on information contained on this website.
By using this website, you acknowledge and agree to this disclaimer.