Privacy Policy

1. Introduction Blueprint Financial (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website blueprintfinancial.ca (the “Site”) and use our services.

By using our Site, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree, please refrain from using our Site.

2. Information We Collect We collect various types of information to provide and improve our services:

  • Personal Information: Name, email address, phone number, mailing address, and any other details you provide when filling out forms or subscribing to our services.
  • Financial Information: If you engage our financial planning services, we may collect information related to your income, investments, and other financial data.
  • Technical Information: IP address, browser type, device information, operating system, and browsing behavior through cookies and tracking technologies.
  • Communication Data: Any messages or inquiries you send to us via email, chat, or other communication channels.

3. How We Use Your Information We use your information for the following purposes:

  • To provide and improve our financial planning services.
  • To respond to inquiries and customer support requests.
  • To send you updates, newsletters, or promotional materials (with your consent).
  • To personalize user experience and improve website functionality.
  • To analyze website traffic and improve marketing efforts.
  • To comply with legal and regulatory obligations.

4. How We Share Your Information We do not sell your personal information. However, we may share your information in the following cases:

  • Service Providers: We may share data with third-party vendors who assist with website hosting, marketing, analytics, and other services.
  • Legal Compliance: We may disclose your information if required by law, court order, or regulatory request.
  • Business Transactions: If Blueprint Financial undergoes a merger, acquisition, or sale, your information may be transferred as part of that process.

5. Cookies and Tracking Technologies We use cookies and similar tracking technologies to enhance your experience on our Site. You can set your browser to refuse cookies, but some features of our Site may not function properly as a result.

6. Data Security We implement reasonable security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

7. Your Rights and Choices Depending on your location, you may have the following rights regarding your personal information:

  • The right to access, update, or delete your personal data.
  • The right to opt-out of marketing communications.
  • The right to withdraw consent for data processing.
  • The right to request data portability.

To exercise any of these rights, please contact us at info@blueprintfinancial.ca.

8. Third-Party Links Our Site may contain links to third-party websites. We are not responsible for the privacy practices of these external sites, and we encourage you to review their privacy policies before providing any personal information.

9. Changes to This Privacy Policy We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised “Last Updated” date. We encourage you to review this policy periodically to stay informed about how we protect your data.

By using our Site, you acknowledge that you have read and understand this Privacy Policy and agree to its terms.