Privacy Policy

Effective Date: January 1, 2025

Advisor411 Inc. (“Advisor411”, “we”, “our”, or “us”) respects your privacy and is committed to protecting the personal information we collect. This Privacy Policy describes how we collect, use, disclose, and protect information through our website and services (the “Platform”).

Advisor411 Inc. is a federally incorporated company based in Canada and registered in the provinces of Quebec and Ontario. This Privacy Policy complies with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA), Quebec’s Act respecting the protection of personal information in the private sector, and other applicable privacy laws.

1. Scope

This Privacy Policy applies to personal information we collect from:

  • Visitors to our website;
  • Users who access our Platform and services;
  • Any individuals who interact with us electronically or otherwise.

2. What Personal Information We Collect

We may collect the following types of personal information:

a. Information You Provide Directly

  • Name, company, email address, phone number (e.g., when you contact us or sign up).
  • Account information if registration becomes required in the future.

b. Information Collected Automatically

  • IP address, browser type, device type, operating system.
  • Site usage data via cookies and analytics tools (e.g., pages visited, session time).

c. Third-Party Sources

We may receive advisor data from publicly available sources or data providers. We do not collect sensitive personal data (e.g., SIN, banking info, health data).

3. How We Use Your Information

We use your personal information to:

  • Provide and improve our Platform;
  • Respond to inquiries or support requests;
  • Analyze Platform usage and optimize performance;
  • Ensure compliance with applicable laws and prevent misuse.

We do not use personal information for profiling, automated decision-making, or unsolicited marketing without consent.

4. Cookies and Tracking Technologies

We use cookies to:

  • Maintain session integrity;
  • Analyze traffic and usage patterns.

Users can manage cookie preferences through their browser settings. Where required by law (e.g., EU visitors), we display a cookie consent banner.

5. Disclosure of Information

We may share personal information in limited circumstances:

  • Service Providers: We use trusted third parties (e.g., hosting, analytics) under confidentiality agreements.
  • Legal Requirements: We may disclose information when required by law, court order, or government authority.
  • Corporate Transactions: In the event of a merger, sale, or acquisition, we may transfer information in accordance with this policy.

We do not sell or rent personal information to third parties.

6. Storage and International Transfers

Advisor411 stores data on secure servers in Canada or trusted cloud providers that comply with Canadian privacy laws. If personal data is transferred outside Canada (e.g., for backups or services), we ensure equivalent protections through contracts and standard safeguards.

7. Retention

We retain personal information only as long as necessary for the purposes set out in this policy, or as required by law. When no longer needed, we securely delete or anonymize the data.

8. Security

We implement appropriate technical and organizational safeguards, including:

  • Encryption of data in transit;
  • Access controls and authentication;
  • Regular audits and monitoring.

However, no system is entirely immune to breaches. We commit to notifying users and regulators promptly in the event of a data breach, in accordance with Canadian and Quebec law.

9. Your Rights

You have the right to:

  • Access the personal information we hold about you;
  • Request correction of inaccurate data;
  • Withdraw consent (where applicable);
  • File a complaint with the Office of the Privacy Commissioner of Canada (OPC) or the Commission d'accès à l'information du Québec.

To exercise your rights, email us at privacy@advisor411.com.

10. Children’s Privacy

Our services are intended for business use and are not directed to children under the age of 13. We do not knowingly collect personal information from minors.

11. Third-Party Links

Our Platform may link to external websites. We are not responsible for the privacy practices of these sites. We encourage you to review their privacy policies.

12. Changes to This Policy

We may update this Privacy Policy periodically. When we do, we will revise the “Effective Date” at the top and provide notice if changes are significant.

13. Contact Us

If you have any questions, concerns, or requests related to this Privacy Policy, please contact:

Advisor411 Inc.
638 Westluke Ave, Cote Saint Luc, H4X1P7, Quebec, Canada
Email: privacy@advisor411.com