Financial Advisor
Privacy Policy
1. Introduction
We respect your privacy and are committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or contact us for insurance services.
By using this website, you agree to the terms outlined in this Privacy Policy.
2. Information We Collect
We may collect the following types of personal information:
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Name
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Email address
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Phone number
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Mailing address
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Date of birth (if required for insurance quotes)
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Insurance needs and preferences
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Any information you voluntarily submit through forms or email
We may also collect non-personal information such as browser type, device information, and website usage data.
3. How We Use Your Information
We use your information to:
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Provide insurance quotes and services
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Respond to inquiries and client requests
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Compare insurance options from providers
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Improve our website and client experience
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Communicate updates or follow-ups related to your request
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Comply with legal and regulatory requirements
4. Sharing of Information
We do not sell your personal information.
We may share your information only when necessary:
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With licensed insurance providers to obtain quotes or coverage options
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With service providers who assist in operating our business (e.g., CRM or email systems)
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When required by law or regulatory authorities
All third parties are expected to protect your information appropriately.
5. Consent
By submitting your personal information through our website, phone, or email, you consent to its collection, use, and disclosure as described in this Privacy Policy.
You may withdraw your consent at any time, subject to legal or contractual restrictions.
6. Data Security
We take reasonable steps to protect your personal information from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet is 100% secure.
7. Cookies and Website Tracking
Our website may use cookies or analytics tools to improve user experience and understand website traffic. You can disable cookies through your browser settings if you prefer.
8. Retention of Information
We retain personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law and regulatory guidelines.
9. Your Rights
You have the right to:
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Request access to your personal information
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Request corrections to your information
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Withdraw consent for marketing communications
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Ask how your information is being used
To exercise these rights, please contact us using the details below.
10. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.
11. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
12. Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact:
Stephanie Black
Email: stephanie.black@dfsin.ca
Phone: (403) 265-9770 ext. 198
Location: Calgary, Alberta, Canada