Privacy Policy Overview

This Privacy Policy outlines how we handle personal data in compliance with applicable laws.

Policy guidance
This introductory summary is provided to help readers navigate the sections that follow.
Use of information
Handled under this policy framework
User rights
Requests and access options are described below
Support channel
User Rights

User Rights

Users have rights regarding their personal data, including access, correction, and deletion.

Rights may be subject to legal limitations in certain circumstances.
Requests

Exercising User Rights

Requests for exercising rights should be submitted through the designated contact channels.

We respond to verified rights requests within the timeframe required by law.
Data Retention

Data Retention Policy

We retain personal data only as long as necessary to fulfill the purposes outlined in this policy.

Retention periods are reviewed periodically and data is deleted when no longer necessary.
Policy Updates

Policy Updates

We will notify users of significant updates to this policy via our website or direct communication.

Material changes to this policy are communicated through appropriate channels.
01

Data Collection Practices

We collect personal data such as contact information, financial metrics, and usage data to provide our CFO-as-a-Service offerings.

The categories of data collected depend on how users interact with our services.
02

Data Sources

Sources of data include user submissions during account creation, service usage, and automated tracking technologies.

Data is received directly from users or generated through service interactions.
03

Types of Cookies Used

We utilize essential cookies for functionality and analytics cookies to improve our services.

Cookies vary by purpose and may be session-based or persistent.
04

Cookie Management

Cookies can be managed to control tracking and enhance user experience on our website.

Users may adjust cookie preferences through browser settings at any time.
Purpose of use

Purposes of Data Processing

We process personal data to deliver services, improve user experience, and comply with legal obligations.

Processing is limited to the purposes described in this policy.
Third-party sharing

Data Sharing with Partners

We engage service providers who assist in our operations and are obligated to protect personal data.

Third parties receiving data are bound by confidentiality obligations.

Contact Information

Phone
+1 604-285-7003
Address
200 Fisherville Road, North York ON M2R 3C5
General inquiries