Privacy Policy
Custom Retirement Planning Inc. ("we," "our," or "us") is committed to protecting the privacy of our clients, customers, and visitors ("you" or "your"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services. Please read this policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the site or use our services.
1. Information We Collect
Personal Data We may collect personally identifiable information, such as your name, address, email address, and telephone number, when you voluntarily provide it to us. This may occur when you contact us, register for an account, or use our retirement planning services.
Financial Information To provide our services, we may collect financial information, including but not limited to your income, retirement plans, investments, and other relevant financial details.
Usage Data We may also collect information about how you access and use our website. This may include your IP address, browser type, operating system, and other usage information.
2. How We Use Your Information
We use the information we collect for various purposes, including to:
Provide and manage the services you request.
Communicate with you, including responding to inquiries and providing customer support.
Personalize your experience with our services.
Improve our website and services.
Comply with legal obligations and protect our rights.
3. Sharing Your Information
We do not sell or rent your personal information to third parties. We may share your information in the following circumstances:
Service Providers: We may share your information with third-party service providers who perform services on our behalf, such as data hosting, analytics, and payment processing.
Legal Requirements: We may disclose your information if required by law, such as in response to a court order or subpoena.
Business Transfers: If we are involved in a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.
4. Security of Your Information
We implement appropriate technical and organizational measures to protect your information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security.
5. Your Data Protection Rights
You have the following rights regarding your personal data:
Access: You have the right to request copies of your personal data.
Correction: You have the right to request that we correct any information you believe is inaccurate.
Deletion: You have the right to request that we delete your personal data, under certain conditions.
Objection: You have the right to object to the processing of your personal data, under certain conditions.
Restriction: You have the right to request that we restrict the processing of your personal data, under certain conditions.
Portability: You have the right to request that we transfer the data we have collected to another organization, or directly to you, under certain conditions.
If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us at our email: contact@customretirementinc.com.
6. Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to enhance your experience. You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies.
7. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website. You are advised to review this Privacy Policy periodically for any changes.
8. Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us at:
Custom Retirement Planning Inc.985 Grafton Court,Pickering, ONPhone: (905) 831-2833Email: contact@customretirementinc.com