Privacy Policy
Laideen & Co. Financial Group is committed to protecting your privacy and safeguarding the personal information you share with us.
This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, complete our intake form, schedule appointments, or engage our services.
We handle personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).
This policy applies to Canadian residents only.
2. Information We Collect
We may collect personal information that you voluntarily provide, including:
• Full name
• Email address
• Phone number
• Marital or family status
• Employment information
• Income range
• Asset and net worth range
• Debt information
• Insurance and pension details
• Financial goals
• Any additional information you choose to provide
When you use our website, we may also collect technical information such as:
• IP address
• Browser type
• Device type
• Pages visited
• Date and time of access
3. How We Use Your Information
We use your information to:
• Review and understand your financial situation
• Match you with the appropriate licensed advisor
• Prepare for meetings
• Provide financial planning, insurance, or investment services
• Respond to inquiries
• Improve our website and client experience
• Meet legal and regulatory requirements
We do not sell your personal information.
4. Third-Party Service Providers
We use trusted third-party platforms to support our operations, including:
• Typeform (for intake forms)
• Acuity Scheduling (for appointment booking)
• Squarespace (website hosting)
These service providers may process personal information on our behalf. We require them to maintain appropriate safeguards for protecting your information.
We are not responsible for the privacy practices of third-party platforms once you leave our website or engage directly with their services. We encourage you to review their privacy policies.
5. Confidentiality & Security
We take reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, use, disclosure, or loss.
Access to your information is restricted to authorized members of Laideen & Co. Financial Group and licensed advisors affiliated with the firm who require it to provide services.
6. Disclosure of Information
We may disclose personal information:
• To licensed advisors within our firm
• To service providers supporting our operations
• As required by law, regulation, or court order
• To comply with regulatory obligations
7. Data Retention
We retain personal information only as long as necessary to fulfill the purposes outlined in this policy or to comply with legal and regulatory requirements.
8. Your Rights
As a Canadian resident, you have the right to:
• Request access to your personal information
• Request corrections to inaccurate information
• Withdraw consent (subject to legal and regulatory limitations)
To make a request, please contact us at: laideen@laideenandco.com
9. Cookies
Our website may use cookies or similar technologies to enhance your browsing experience and analyze website usage. You may adjust your browser settings to decline cookies if you prefer.
10. Changes to This Policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.
11. Contact Information
If you have questions about this Privacy Policy or how your information is handled, please contact:
Laideen & Co. Financial Group