Privacy Policy

Your privacy is a cornerstone of our relationship. Last Updated: May 15, 2024

At Everbloom Financial, we are dedicated to protecting your personal information and ensuring data security. This policy outlines how Everbloom Financial collects, uses, discloses, and protects your personal information in accordance with Canadian privacy laws, including PIPEDA.

Information Collection and Use

To provide you with tailored financial services, Everbloom Financial collects personal information such as your name, contact details, date of birth, financial history, income, assets, liabilities, and investment objectives. This information is essential for assessing your needs, preparing financial plans, executing transactions, and fulfilling regulatory obligations.

We use your information solely for the purpose of providing the services you request, including:

Developing and implementing personalized financial strategies.
Processing investment and insurance applications.
Communicating updates, reports, and relevant financial insights.
Complying with legal and regulatory requirements.

Our website utilizes cookies and similar tracking technologies to enhance user experience, analyze site traffic, and understand user behavior. This data is aggregated and anonymized, used strictly for improving our website's functionality and content. You can manage your cookie preferences through your browser settings.

Data Security

Everbloom Financial employs robust security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. Our safeguards include:

Encryption: All sensitive data is encrypted both in transit and at rest using industry-standard protocols.
Secure Servers: Our data is stored on secure servers located within Canada, protected by firewalls and real-time monitoring.
Access Controls: Strict internal policies and procedures limit access to client information only to authorized personnel who require it to perform their duties.
Regular Audits: We conduct regular security assessments and audits to ensure the ongoing integrity and effectiveness of our data protection systems.

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, to provide requested services, and to comply with legal and regulatory requirements. Once no longer needed, your data is securely destroyed or anonymized.

Your Rights & Contact Information

You have the right to access the personal information Everbloom Financial holds about you and to request corrections to any inaccuracies. If you wish to review or update your information, please contact our Privacy Officer. We are committed to maintaining accurate and up-to-date records.

If you have any questions or concerns regarding our privacy practices, or if you believe your privacy has been compromised, please do not hesitate to contact our designated Privacy Officer:

Privacy Officer
Everbloom Financial
1180 Rue Sainte-Catherine Ouest, Suite 320
Montreal, QC, H3B 5J2, Canada
Email: [email protected]
Phone: (514) 798-2510

For more information about your privacy rights, you can also visit the Office of the Privacy Commissioner of Canada's website: www.priv.gc.ca.