Privacy Policy

Clear Course Financial ("we," "us," or "our") is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, use our services, or engage with us in any way.

By accessing or using our services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

a. Personal Information

Information you voluntarily provide to us, including but not limited to:

Full name
Email address
Phone number
Financial information you choose to share (e.g., budgeting details, goals, or general financial data)
Any other information you submit through forms, emails, or consultations

b. Automatically Collected Information

When you visit our website, we may automatically collect:

Browser type and version
Device information
Pages visited and time spent on our site
Referring URLs

This data is collected using cookies, analytics tools, and similar technologies.

2. How We Use Your Information

We use your information to:

Provide and improve our financial advisory services
Communicate with you regarding inquiries, appointments, or services
Deliver digital products, resources, or newsletters you request
Personalize your experience
Maintain internal records and comply with legal obligations
Improve website functionality and user experience

We do not sell, rent, or trade your personal information.

3. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance user experience and analyze website traffic. You may choose to disable cookies through your browser settings; however, doing so may limit some features of the site.

4. How We Share Your Information

We may share your information only in the following circumstances:

With trusted third-party service providers who assist us in operating our website or delivering services (e.g., email platforms, payment processors), under strict confidentiality agreements
When required by law, regulation, or legal process
To protect our rights, property, or safety, or that of our clients or others

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, misuse, or disclosure. While no method of transmission over the internet is 100% secure, we strive to use commercially acceptable means to protect your information.

6. Your Rights and Choices

Depending on your location, you may have the right to:

Access the personal information we hold about you
Request corrections to inaccurate or incomplete data
Request deletion of your personal information, subject to legal obligations
Opt out of receiving marketing communications at any time

To exercise these rights, please contact us using the information below.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies.

8. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Updates will be posted on this page with a revised effective date.

10. Contact Us

If you have questions or concerns about this Privacy Policy or how your information is handled, please contact us:

Clear Course Advisory
Email: Info@clearcourseadvisory.com
Website: [www.clearcourseadvisory.ca]