What Information do we collect?
We collect information from you when you log on to our website or fill out a form with our site. You may be asked to enter your name, company name, your email address, postal address and contact phone numbers.
What do we use your information for?
How do we protect your information?
We implement a variety of security measures to maintain the safety of your personal information when you submit or access your personal information. Your information is stored in our database under strict control and confidence.
Do we disclose information to outside Parties?
We do not sell, trade or transfer to outside parties your personal identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe the release is appropriate to comply with the law or protect our own and others rights, property or safety. However, non- personally identifiable visitor information may be provided to other parties for marketing, advertising or other uses.
Third Party Links:
We offer third party products or services on our website. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we do seek to protect the integrity of our site and do welcome any feedback or views you may have about these sites.
Financial Planning Standards Board
Certified Financial Planner