Privacy Policy

Effective Date: February 6, 2025

Website: https://www.cedfinancial.ca

CED Financial (“we,” “us,” or “our”) is committed to protecting the privacy of our clients and website visitors. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in compliance with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable privacy laws.

1. Information We Collect

We may collect personal information from you when you interact with our website or services. This includes:

  • Personal Information: Name, email address, phone number, and other details you provide when signing up for our newsletter, scheduling meetings, or contacting us.
  • Financial Information: Relevant financial information when assisting with financial planning, investments, or insurance.
  • Website Usage Data: Information about your interactions with our website, including cookies, which may track preferences and improve user experience.

2. How We Use Your Information

We use the personal information we collect for the following purposes:

  • To provide financial advisory services, including insurance, investments, and retirement planning.
  • To respond to your inquiries and provide customer support.
  • To process scheduled meeting requests and payments via our secure payment gateway.
  • To send newsletters, promotions, or updates (you can opt out anytime).
  • To improve our website’s functionality and enhance your user experience.

3. Disclosure of Your Information

We do not sell, rent, or trade your personal information. We may share your data with trusted third-party service providers, such as:

  • Email Marketing Providers: To manage newsletters and communications (e.g., Mailchimp).
  • Payment Gateway Providers: For secure payment processing.
  • Legal or Regulatory Authorities: When required by law.

4. Cookies and Analytics

Our website may use cookies to enhance your browsing experience by storing preferences and tracking user trends. We may also use basic analytics to understand website usage, though we currently do not employ advanced tracking tools like Google Analytics.

5. Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, disclosure, or misuse. However, no data transmission over the internet can be guaranteed 100% secure, and we encourage you to exercise caution.

6. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of external sites.

7. Your Rights

You have the right to:

  • Access and request correction of your personal information.
  • Withdraw consent for marketing communications.
  • File a complaint if you believe your data has been mishandled.

To exercise your rights, please contact us using the details below.

8. Contact Us

For questions or concerns about this Privacy Policy, please contact:

CED Financial
1103-7708 Alderbridge Way, Richmond, BC V6X 0P9 Canada
Email: [email protected]
Phone: (604) 446-2288