Our privacy policy

Introduction

Welcome to Stapher Financial Planning Group Inc. ("we," "our," or "us"). We are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our websitestapferplaning.com, contact us via phone or email, or use our financial planning services.

Information We Collect

We may collect and process the following data about you:

Personal Identification Information: Name, address, email address, phone number, and business number (BN).
Financial Information: Details of your financial status, investments, tax information, and other relevant financial data.
Usage Data: Information about how you use our website and services, such as IP addresses, browser types, and pages viewed.
Communication Data: Records of your communication with us, including emails, phone calls, and other correspondence.

How We Use Your Information

We use the information we collect in the following ways:

To Provide Services: To offer financial planning services tailored to your needs.
To Improve Our Services: To enhance our website and services based on feedback and usage patterns.
To Communicate with You: To respond to inquiries, provide customer support, and send updates or promotional materials.
To Comply with Legal Obligations: To fulfill legal, regulatory, and tax reporting requirements.

Sharing Your Information

We may share your information with third parties under the following circumstances:

Service Providers: With trusted partners who assist us in operating our website and delivering our services.
Legal Requirements: When required by law or to protect the rights, property, or safety of our company, our clients, or others.
Business Transfers: In connection with any merger, sale of company assets, or acquisition of all or a portion of our business.

Security of Your Information

We implement a variety of security measures to maintain the safety of your personal information. These measures include encryption, secure servers, and access controls. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Your Rights

You have the following rights regarding your personal information:

Access: You can request access to the personal information we hold about you.
Correction: You can request correction of inaccurate or incomplete information.
Deletion: You can request deletion of your personal information, subject to certain exceptions.
Objection: You can object to the processing of your personal information for specific purposes.
Data Portability: You can request a copy of your personal information in a structured, machine-readable format.

To exercise any of these rights, please contact us at contact@stapferplaning.com or call 403-231-8629.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us:

Stapher Financial Planning Group Inc. 410-1100 8 Ave SW, Calgary, AB T2P 3T8, Canada Phone: 403-231-8629 Email: contact@stapferplaning.com

Business Number (BN): 863169082