Privacy Policy
How dorquinalivo collects, uses, protects, and manages your personal information
Information We Collect
dorquinalivo collects information you provide directly when requesting consultations, communicating with our team, or using website features. We also collect certain data automatically through your interactions with our website using cookies and similar technologies described in our Cookie Policy.
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→Contact information including name, email address, phone number, and mailing address provided during consultation requests.
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→Financial information discussed during consultations, including income sources, obligations, assets, goals, and concerns relevant to planning.
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→Communication records including emails, messages, phone conversations, and notes from consultation sessions and follow-up interactions.
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→Technical data such as IP address, browser type, device information, and website usage patterns collected automatically.
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→Preference information including communication preferences, consultation scheduling details, and service-related choices you indicate.
We collect only information necessary to provide consultations, improve services, and fulfill legal obligations. You may choose not to provide certain information, though this may limit our ability to deliver comprehensive consultations.
How We Use Information
dorquinalivo uses collected information to provide financial planning consultations, communicate with clients, improve services, and fulfill legal requirements. We process your data based on consent, contractual necessity, legitimate interests, and legal obligations under applicable privacy regulations.
Specific uses include scheduling and conducting consultations, providing follow-up support, sending service-related communications, analyzing website usage patterns, improving consultation quality, ensuring security, and complying with legal and regulatory requirements applicable to financial service providers in Canada.
Your Privacy Rights
You have rights regarding your personal information under Canadian privacy legislation and other applicable regulations. These rights enable you to control how we collect, use, and manage your data.
Right to Access
Request access to personal information we hold about you, including data sources, usage purposes, and disclosure details.
Right to Correction
Request correction of inaccurate, incomplete, or outdated personal information maintained in our systems.
Right to Deletion
Request deletion of your personal information, subject to legal retention requirements and legitimate business needs.
Right to Portability
Request transfer of your personal information to another service provider in structured, commonly used format.
Information Sharing Practices
dorquinalivo does not sell your personal information to third parties. We share information only when necessary to provide services, comply with legal obligations, or protect our rights. Service providers assisting with website hosting, analytics, communications, and business operations may access your information under confidentiality agreements.
We may disclose information when required by law, in response to legal processes, to protect our rights or property, to prevent fraud or security threats, or with your explicit consent. We require third parties receiving your information to maintain appropriate security measures and use data only for specified purposes.
Data Security Measures
dorquinalivo implements administrative, technical, and physical security measures to protect personal information against unauthorized access, disclosure, alteration, or destruction. These include secure servers, encryption protocols, access controls, regular security assessments, and employee training on data protection requirements.
Despite our security efforts, no transmission method or storage system is completely secure. We cannot guarantee absolute security of information transmitted to or stored on our systems. You share information at your own risk, understanding inherent limitations of electronic security measures.
Privacy Policy Contact
Address: 1188 Union Avenue, Montreal, QC H3C 0A4 Canada
Phone: +1-740-800-2964
Email: content@dorquinalivo.com