Privacy Policy

Your Privacy Matters

Get to know how phanthorien protects and manages your personal information. This Privacy Policy explains our data collection, usage, and protection practices in clear, straightforward terms.

We're committed to maintaining the confidentiality and security of your personal information while providing exceptional financial planning consultations.

Information We Collect

We collect information necessary to provide our financial consultation services and improve your experience on our website.

Personal Information You Provide

• Name, email address, and contact details when you inquire about services
• Financial information shared during consultation sessions
• Preferences and feedback about our services and communications

Automatically Collected Information

We automatically collect certain information about your website usage, including IP address, browser type, pages visited, time spent on our site, and referring websites. This helps us improve our website performance and user experience.

How We Use Your Information

We use collected information solely to provide and improve our financial consultation services and maintain communication with our clients.

• Provide personalized financial planning consultations and follow-up communications
• Improve our website functionality and service delivery based on usage patterns
• Send relevant updates and information about our services with your consent
• Comply with legal obligations and protect our legitimate business interests

Legal Basis for Processing

Under Canadian privacy law and international regulations, we process your personal information based on the following legal grounds:

Information Sharing and Disclosure

We do not sell, rent, or trade your personal information. We may share information only in these limited circumstances:

• With service providers who assist in delivering our services under strict confidentiality agreements
• When required by law, court order, or governmental authority
• To protect our rights, property, or safety, or that of our clients or others

Data Security Measures

We implement comprehensive security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These include encryption, secure servers, access controls, and regular security assessments. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

You have important rights regarding your personal information. Canadian privacy law and international regulations provide you with the following rights:

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your website experience and gather analytics information.

For detailed information about our cookie usage, please review our Cookie Policy

Data Retention Periods

We retain personal information only as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, and resolve disputes. Consultation records are typically maintained for seven years in accordance with professional standards.

Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

Privacy Policy Changes

We may update this Privacy Policy to reflect changes in our practices or applicable laws. We will notify you of significant changes through our website or direct communication. Your continued use of our services constitutes acceptance of the updated policy.

Contact Us About Privacy

For questions about this Privacy Policy, to exercise your privacy rights, or to discuss privacy concerns, please contact us using the information below.