Cookie Policy

What Are Cookies?

Cookies are small text files placed on your device by websites during your visit. Think of them as digital breadcrumbs that help websites remember details about your time there. At Serview, we use cookies to improve your experience on our retirement planning platform, offering personalized content that aligns with your financial goals.

These small files don't store personal details like your name or address. Instead, they keep track of preferences, settings, and anonymized data, helping us understand how you engage with our financial education tools. You can think of them as helpful assistants that remember your preferences, so you don’t have to adjust them each time you visit.

Types of Cookies We Use

How We Use Tracking Technologies

Our tracking technologies are designed to enhance your experience with Serview. They help us remember where you left off in our educational modules, monitor your progress, and recommend content that aligns with your interests, making your learning journey more personalized and seamless.

For instance, if you often explore articles on RRSP strategies, our system will prioritize similar topics in your recommendations. This tailored approach ensures you stay focused on the retirement planning areas that are most relevant to your needs, saving you time and effort from sorting through unrelated content.

• Remembering your login status and preferences across sessions
• Tracking completion of educational modules and assessments
• Analyzing which retirement planning topics generate the most interest
• Optimizing page load times and user interface elements
• Identifying technical issues and improving website performance
• Customizing content recommendations based on your learning history

Third-Party Cookies

We collaborate with trusted third-party services to offer specific features on our website. These partners may place their own cookies on your device to deliver their services. For example, we use analytics providers to better understand how our website is used, and these services might collect data about your visit through their cookies.

Our video content providers, social media integration tools, and customer support chat features may also use cookies. We choose these partners with great care, ensuring they align with our privacy standards, but please note that their cookies are subject to their own privacy policies, not ours.

Managing Your Cookie Preferences

You have full control over how cookies are used on your device. Most web browsers allow you to manage cookie settings in their preferences menu. You can choose to accept all cookies, reject them entirely, or receive notifications whenever a cookie is being set, giving you the option to decide on a case-by-case basis.

Please note that disabling cookies may impact your experience on our website. Essential cookies are required for basic functionality, and blocking them could prevent you from accessing important features of our retirement planning tools and educational resources.

Data Retention and Storage

Cookies have varying lifespans on your device. Session cookies are temporary and are removed once you close your browser. On the other hand, persistent cookies stay on your device for a specified period or until you delete them. Our essential cookies usually expire when your session ends, while preference cookies may remain for several months to retain your settings.

We frequently review and update our cookie retention policies to ensure we're only storing data for the necessary duration to provide our services. Analytics cookies typically expire after two years, while marketing cookies may have shorter lifespans based on the particular campaign or service.

Updates to This Policy

We may update this cookie policy periodically to reflect changes in our practices or legal requirements. When significant changes are made, we will notify you through our website or other communication channels. We encourage you to review this policy regularly to stay informed about how we use cookies and tracking technologies.

The latest version of our cookie policy will always be available on our website, with the revision date clearly displayed at the top of the page. If you have any questions about changes or need clarification regarding our cookie practices, feel free to contact us.