Privacy Policy

anonuaverion Financial Milestone Planning

Last Updated: March 15, 2025

Introduction and Scope

At anonuaverion, we understand that your financial information represents years of hard work and careful planning. This privacy policy explains how we collect, use, protect, and share your personal information when you use our financial milestone planning services.

This policy applies to all services provided by anonuaverion, including our online planning tools, consultation services, and educational resources. We operate under Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial legislation.

We believe transparency builds trust. This policy uses plain language to explain our practices so you can make informed decisions about sharing your information with us.

Information We Collect

Personal Information You Provide

When you work with us, you might share various types of information depending on your needs:

  • Contact details including name, email address, phone number, and mailing address
  • Financial information such as income, expenses, assets, and liabilities for planning purposes
  • Professional information including employment status, industry, and career goals
  • Personal circumstances that affect your financial planning, such as family status and health considerations
  • Financial goals and milestone targets you want to achieve

Information We Collect Automatically

Our website and planning tools automatically collect certain technical information to improve your experience:

  • Device information including browser type, operating system, and screen resolution
  • Usage patterns such as pages visited, time spent on our site, and features used
  • IP address and general location information for security and service optimization
  • Cookies and similar technologies to remember your preferences

How We Use Your Information

We use your information to provide personalized financial milestone planning services and support your journey toward financial independence. Here's how we put your information to work:

Service Delivery

Creating customized milestone plans, conducting financial assessments, and providing ongoing support and guidance tailored to your specific situation.

Communication

Sending you updates about your plan, scheduling appointments, responding to questions, and providing relevant financial education content.

Improvement

Analyzing usage patterns to enhance our planning tools, developing new features, and improving our service quality based on client feedback.

We only use your information for the purposes you'd reasonably expect when working with a financial planning service. We don't sell your personal information to third parties or use it for unrelated marketing purposes.

Information Sharing and Disclosure

Your financial information stays confidential. We only share information in specific, limited circumstances:

Sharing Scenario Purpose Information Shared
Service Providers Technical support, data processing, and platform maintenance Minimal information necessary for specific services
Professional Partners Specialized financial services with your explicit consent Relevant information for requested services only
Legal Requirements Compliance with Canadian law or court orders Information specifically required by legal process

All third parties who receive your information are bound by confidentiality agreements and must handle your data according to Canadian privacy standards. We perform due diligence on any partner before sharing information and monitor their compliance with our privacy requirements.

Your Privacy Rights

Canadian privacy law gives you significant control over your personal information. You have the right to:

Access and Correction

Request a copy of all personal information we hold about you. If you find errors or outdated information, you can ask us to correct or update your records. We'll respond to access requests within 30 days and make corrections promptly when needed.

Withdrawal of Consent

Stop us from using your information for specific purposes, such as marketing communications or optional service features. Keep in mind that withdrawing consent for core planning services may affect our ability to provide those services effectively.

Data Deletion

Request deletion of your personal information, subject to our legal obligations to maintain certain records. We'll explain any information we must retain for legal or regulatory purposes and delete everything else within 60 days.

To exercise these rights, contact us using the information provided at the bottom of this policy. We may need to verify your identity before processing certain requests to protect your privacy.

Data Security and Protection

Protecting your financial information is paramount to our operations. We implement multiple layers of security to safeguard your data:

  • End-to-end encryption for all data transmission and storage
  • Regular security audits and vulnerability assessments by independent firms
  • Restricted access controls ensuring only authorized personnel can view your information
  • Secure data centers with physical security measures and environmental controls
  • Regular staff training on privacy protection and security best practices
  • Incident response procedures to address any potential security issues quickly

While we maintain robust security measures, no system is completely immune to all risks. We continuously monitor and update our security practices to address evolving threats and maintain the highest standards of data protection.

Data Retention and Deletion

We retain your information only as long as necessary to provide services and meet our legal obligations. Different types of information have different retention periods:

Active Client Records

Maintained while you're an active client plus seven years after service completion to comply with Canadian financial record-keeping requirements.

Marketing Preferences

Kept until you unsubscribe or request removal from our communications. We honor opt-out requests immediately and maintain suppression lists to prevent re-contact.

Website Usage Data

Anonymized after 18 months and used only for aggregate analysis of service improvements. Personal identifiers are removed from this data.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your experience and provide personalized service. We use both essential cookies necessary for site functionality and optional cookies that improve your experience.

Essential Cookies

These cookies are necessary for our website to function properly. They include session management, security features, and basic site functionality. You can't opt out of essential cookies while using our services.

Optional Cookies

These help us understand how you use our site and improve your experience. They include analytics cookies, preference cookies, and functionality cookies. You can control these through your browser settings or our cookie preference center.

International Data Transfers

We primarily store and process your information within Canada using Canadian service providers. However, some technical services may involve data processing in other countries with adequate privacy protection.

When international transfers occur, we ensure appropriate safeguards through contractual protections, adequacy decisions, or other approved transfer mechanisms under Canadian privacy law. You have the right to request information about any international transfers of your data.

Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices, technology, or legal requirements. When we make significant changes, we'll notify you through email or prominent notices on our website before the changes take effect.

We encourage you to review this policy regularly to stay informed about how we protect your information. The date at the top of this policy indicates when it was last updated.

Contact Us About Privacy

If you have questions about this privacy policy, want to exercise your privacy rights, or need to report a privacy concern, please contact us:

anonuaverion Financial Planning
130 Rykert St, St. Catharines, ON L2S 2B4, Canada
Phone: +15197414364
Email: contact@anonuaverion.com

We respond to privacy inquiries within 30 days and work with you to resolve any concerns about how we handle your personal information.