Privacy Policy
1. Introduction
At JTP Financial, your privacy is important to us. We are committed to protecting your personal information and handling it responsibly and transparently. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website and use our services.
________________________________________
2. Information We Collect
We may collect the following types of personal information:
• Full name
• Email address
• Phone number
• Address
• Date of birth
• Financial and insurance-related information
• Employment and income details (when required for financial services)
We collect this information through forms on our website, email correspondence, phone calls, and client meetings.
________________________________________
3. How We Use Your Information
We use your personal information to:
• Provide financial planning, insurance, and investment services
• Respond to inquiries and requests
• Prepare insurance or investment applications
• Comply with regulatory and legal obligations
• Improve our services and website
We will only use your personal information for the purposes outlined above, unless we have your express consent to do otherwise.
________________________________________
4. Consent
By using our website or providing us with your personal information, you consent to our collection, use, and disclosure of that information in accordance with this Privacy Policy. You may withdraw your consent at any time, subject to legal or contractual restrictions and reasonable notice.
________________________________________
5. Sharing of Personal Information
We do not sell or rent your personal information. We may share your information with:
• Licensed insurance companies and investment providers for the purpose of providing products or services
• Our trusted service providers who assist in delivering our services (e.g., CRM, IT support), under confidentiality agreements
• Regulatory bodies, if required by law
We ensure all third parties adhere to strict privacy standards.
________________________________________
6. Data Protection
We use physical, administrative, and technical safeguards to protect your personal information against loss, theft, unauthorized access, disclosure, copying, use, or modification.
________________________________________
7. Your Rights
You have the right to:
• Access your personal information
• Request corrections or updates
• Withdraw your consent
• Ask about how your information is stored and used
To exercise any of these rights, contact us at the details below.
________________________________________
8. Cookies and Website Analytics
Our website may use cookies and similar technologies to improve user experience and collect anonymous traffic data. You can adjust your browser settings to disable cookies, but some features of the site may not work as intended.
________________________________________
9. Third-Party Links
Our website may contain links to other websites. We are not responsible for the privacy practices or content of external sites. We encourage you to read the privacy policies of any linked sites.
________________________________________
10. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with the updated effective date. We encourage you to review this page periodically.
________________________________________
11. Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact:
Joyce Tsang Patel -Financial Strategist
Phone: 416-845-1323
Email: joycetsangpatel@gmail.com
________________________________________
