Privacy Policy

Introduction

At Hephaedigital, we are committed to protecting your privacy and maintaining the confidentiality of your personal information. This privacy policy explains how we collect, use, and safeguard your information when you use our financial planning services.

We understand that financial information is highly sensitive, and we have implemented robust measures to ensure your data remains secure and is used only for legitimate business purposes related to providing you with excellent service.

Information We Collect

We collect information necessary to provide professional financial planning services and maintain our business relationship.

Personal Information

• Contact details including name, address, phone number, and email
• Financial information such as income, assets, and financial goals
• Identification information required for compliance purposes
• Communication preferences and service history

Website Usage Data

We automatically collect information about how you interact with our website, including pages visited, time spent, and technical information about your device and browser.

How We Use Your Information

Your information is used exclusively for providing and improving our financial planning services

• Providing personalized financial planning consultations
• Communicating about your account and our services
• Complying with legal and regulatory requirements
• Improving our services and website functionality
• Sending relevant financial insights and updates (with consent)

Legal Basis for Processing

We process your personal information based on the following legal foundations

Information Sharing

We do not sell your personal information. We may share your data only in these limited circumstances

• With service providers who assist in delivering our services under strict confidentiality agreements
• When required by law or to comply with regulatory requirements
• To protect our rights, property, or safety, or that of our clients or others

Cookies and Tracking

We use cookies to enhance your website experience and provide personalized services. You can control cookie preferences through your browser settings.

For detailed information, please see our Cookie Policy Cookie Policy.

Data Security

We implement industry-standard security measures including encryption, secure servers, and access controls to protect your information. Our staff receives regular training on data protection and confidentiality requirements.

Data Retention

We retain your information for as long as necessary to provide services and meet legal requirements. Financial records are typically maintained for seven years as required by Canadian regulations.

Your Privacy Rights

You have several rights regarding your personal information

• Access to your personal data and information about how it's processed
• Correction of inaccurate or incomplete information
• Deletion of your data when legally permissible
• Restriction of processing in certain circumstances
• Data portability where technically feasible
• Objection to processing for direct marketing purposes

Children's Privacy

Our services are intended for adults and we do not knowingly collect information from individuals under 18. If we become aware of such collection, we will take steps to delete the information promptly.

Changes to This Policy

We may update this privacy policy to reflect changes in our practices or legal requirements. We will notify you of significant changes via email or website notice.

Contact Us About Cookies

If you have questions about this privacy policy or wish to exercise your privacy rights, please contact us.