Privacy Policy

Information We Collect

At Serview, We understand that your privacy is important. When you visit our website or use our retirement planning resources, we collect certain information to ensure you have the best experience possible. This includes data you provide directly to us, such as when you reach out to us or sign up for our educational programs.

We automatically gather technical details about your device and how you engage with our site. This helps us identify which content is most valuable to you and allows us to enhance our educational resources based on your interactions.

• Personal information you provide (name, email address, phone number)
• Financial planning preferences and goals
• Device information and IP address
• Website usage patterns and preferences
• Communication preferences and history

How We Use Your Information

The information you provide allows us to offer personalized retirement planning education and resources. We use this data to better understand your learning needs and deliver content that's tailored to your specific financial planning goals.

We also leverage aggregated, non-personal data to enhance our educational programs and create new resources that support the growth and success of our entire learning community.

Data Security and Protection

We take strong security measures to safeguard your personal information from unauthorized access, disclosure, modification, or destruction. This includes using encryption, secure servers, and conducting regular security audits.

Although we make every effort to protect your information, no method of electronic transmission or storage is completely secure. We regularly update our security protocols to stay ahead of potential threats and ensure your data is as safe as possible.

• SSL encryption for all data transmission
• Regular security audits and vulnerability assessments
• Limited access to personal information on a need-to-know basis
• Secure backup and recovery procedures

Your Rights and Choices

You have the right to access the personal information we hold about you, request corrections if any data is inaccurate, or ask for your information to be deleted in certain situations.

If you'd like to exercise any of these rights or have questions regarding our privacy practices, please reach out to us using the contact details provided below. We'll make sure to respond to your request within 30 days.

• Access your personal information
• Request corrections to inaccurate data
• Request deletion of your information
• Opt out of marketing communications
• Data portability for certain information

Third-Party Services

We may partner with third-party services to improve our educational content and website features. These services could include analytics tools, email marketing platforms, and providers of educational resources. We ensure that these partners are chosen based on their strong privacy practices and data protection standards.

When sharing information with third parties, we make sure they have adequate security measures in place. We only disclose the minimum amount of information necessary for them to carry out their services.

International Data Transfers

As a Canadian company, we mainly store and process your data within Canada. However, some of our service providers may be located in other countries, such as the United States. When transferring data internationally, we ensure that adequate safeguards are in place to protect your information.

We comply with all relevant data protection laws, ensuring that any international data transfers adhere to the necessary standards for the adequate protection of your personal information.

Changes to This Policy

We may update this privacy policy occasionally to reflect changes in our practices or legal obligations. If we make significant changes, we will notify you through our website or by email, depending on your communication preferences.

We recommend that you review this policy periodically to stay informed about how we safeguard your information. The date at the top of this policy indicates when it was last updated.