When you join our community of investment learners, we collect specific information to personalize your educational journey and ensure program effectiveness.

Personal Information

• Name, email address, and phone number for program enrollment
• Educational background and investment experience level
• Financial goals and learning preferences
• Payment information processed through secure third-party providers

Technical Information

• Device information, browser type, and operating system
• IP address and general location data
• Website usage patterns and learning module progress
• Session recordings for educational platform improvement

Your information helps us create meaningful learning experiences tailored to your investment education needs. We never sell your data or use it for purposes unrelated to your educational journey.

Educational Services

We use your data to deliver personalized investment education, track your learning progress, and provide relevant resources based on your experience level and goals.

Communication

We send program updates, educational content, and important notifications about your enrollment. You control which communications you receive through your account preferences.

Platform Improvement

Anonymous usage data helps us enhance our educational platform, develop new learning modules, and improve user experience for all students.

We maintain strict data sharing policies designed to protect your privacy while enabling essential educational services.

Service Providers

We work with carefully selected partners who help deliver our educational programs:

• Payment processors for secure transaction handling
• Email service providers for educational communications
• Cloud hosting services for platform functionality
• Analytics providers for learning platform optimization

Legal Requirements

We may disclose information when required by Canadian law, court orders, or regulatory authorities. This includes compliance with financial education regulations and anti-fraud measures.

Business Transfers

In the event of a merger or acquisition, your information would be transferred under the same privacy protections outlined in this policy.

As a Canadian resident, you have comprehensive rights regarding your personal information under PIPEDA and provincial privacy laws.

How to Exercise Your Rights

To exercise any of these rights, contact our privacy team with your specific request. We'll respond within 30 days and may require identity verification to protect your information.

We implement comprehensive security measures to protect your personal information throughout collection, storage, and processing.

Technical Safeguards

• SSL/TLS encryption for all data transmission
• Multi-factor authentication for account access
• Regular security audits and vulnerability assessments
• Secure cloud infrastructure with backup systems

Organizational Measures

• Employee privacy training and confidentiality agreements
• Limited access to personal information on a need-to-know basis
• Regular policy reviews and security updates
• Incident response procedures for potential data breaches

We retain your information only as long as necessary to provide educational services and comply with legal requirements.

Retention Periods

Automatic Deletion

We automatically delete expired data according to our retention schedule. You can request early deletion of specific information, subject to legal and educational requirements.

While we primarily store data within Canada, some of our service providers may process information internationally under strict privacy safeguards.

Transfer Safeguards

• Contractual data protection agreements with all international partners
• Adequacy decisions or equivalent privacy protections
• Regular compliance monitoring for international transfers
• Right to object to specific international processing

You can request information about specific international transfers affecting your data by contacting our privacy team.

We use cookies and similar technologies to enhance your learning experience and improve our educational platform.

Types of Cookies We Use

• Essential cookies for platform functionality and security
• Performance cookies for learning analytics and optimization
• Preference cookies to remember your educational settings
• Marketing cookies for relevant educational content (with consent)

Cookie Management

You can control cookie preferences through your browser settings or our cookie preference center. Note that disabling certain cookies may affect platform functionality and your learning experience.

We regularly review and update this privacy policy to reflect changes in our educational services, legal requirements, or privacy practices.

Notification of Changes

• Email notification for significant policy changes
• Updated effective date at the top of this policy
• 30-day notice period for material changes affecting your rights
• Opportunity to review changes before they take effect

Continued use of our educational services after policy updates constitutes acceptance of the revised terms. You can always request clarification about any changes.