Privacy Policy

Contact & Booking

Last Updated: August 2026

1. Information We Collect

When you reach out through our website or schedule a consultation, we collect limited personal information that you voluntarily provide:

  • Full Name
  • Email Address
  • Phone Number
  • Any notes or messages submitted within contact or booking fields

2. How We Use Your Information

We use this information exclusively to:

  • Respond to your inquiries regarding mortgage options.
  • Schedule, manage, and confirm your consultation appointments.
  • Send automated booking confirmations and meeting reminders.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

3. Third-Party Service Providers

Cal.com (Scheduling)

To facilitate online appointment scheduling, we integrate with Cal.com. When you book a time slot on our website, the personal data you enter (such as your name, contact details, and selected appointment time) is processed through Cal.com to manage our calendar availability.

You can review Cal.com’s handling of personal data directly in the Cal.com Privacy Policy.

ClickUp (Lead Management)

To manage contact inquiries and client requests, we integrate with ClickUp. When you submit our contact form, the personal details you provide (including your name, email address, phone number, and message) are sent to ClickUp to allow us to track and respond to your inquiry.

You can review ClickUp’s handling of personal data directly in the ClickUp Privacy Policy.

4. Data Security & Storage

We employ industry-standard security measures, including SSL encryption, to ensure your information is transmitted safely. Your details are retained only as long as necessary to fulfill the purpose of your inquiry or to comply with legal record-keeping obligations under applicable privacy legislation (including PIPEDA).

5. Your Rights & Contact

You have the right to request access to the personal information we hold about you, request corrections, or ask for your data to be removed from our active contact lists.

For any privacy-related questions or requests, please contact us directly using the details provided on our website.