Legal

Privacy Policy

Last updated: [ date ]

This policy explains how personal information submitted through this website is collected, used and protected, in accordance with Quebec's Act respecting the protection of personal information in the private sector (as modernized by Law 25).

⚠ Template notice — replace every [ bracketed ] field with your real details and have this policy reviewed by a legal or compliance professional before publishing. This text is a starting point, not legal advice.

1. Who is responsible for your information

[ Advisor / cabinet name ] is responsible for the personal information collected through this site. The person in charge of the protection of personal information (privacy officer) is:

Name: [ privacy officer name ]
Email: [ privacy email ]
Phone: [ phone ]

2. What we collect

When you submit the contact form, we collect the information you provide:

Your first and last name
Your email address and phone number
The type of insurance you are interested in and any details you choose to share

We ask that you not include sensitive information (such as medical or financial account details) in the form's message field. That information is gathered later, securely, only if you proceed with an application.

3. Why we collect it

Your information is used only to:

Respond to your request and contact you
Prepare a quote and provide insurance advice and services you ask for
Meet our professional and legal record-keeping obligations

4. Your consent

By submitting the form and checking the consent box, you consent to the collection and use of your information for the purposes above. You may withdraw your consent at any time by contacting the privacy officer; this will not affect processing already carried out.

5. Sharing with third parties

We do not sell your personal information. It may be shared only as needed to provide the service you requested — for example, with an insurer when you choose to apply for a policy, or with service providers (such as our email or hosting provider) bound by confidentiality. Where the law requires it, information may also be disclosed to a regulatory or legal authority.

6. Retention

We keep your information only as long as necessary for the purposes above and to satisfy our professional and legal obligations, after which it is securely destroyed or anonymized.

7. How we protect it

We use reasonable physical, technological and organizational measures to protect your information against loss and unauthorized access, use or disclosure.

8. Your rights

Under Quebec law, you may ask to access the personal information we hold about you, ask to correct it, and withdraw your consent. To exercise these rights, contact the privacy officer named in section 1.

If you are not satisfied with how a request was handled, you may contact the Commission d'accès à l'information du Québec, the provincial authority responsible for personal information.

9. Cookies & website analytics

[ Describe any analytics or cookies you use, e.g. a privacy-friendly analytics tool, or state that the site uses no tracking cookies. If you add analytics or advertising tools later, update this section. ]

10. Changes to this policy

We may update this policy from time to time. The current version is always the one posted on this page, with its date shown above.

11. Contact

Questions about this policy or your information can be sent to [ privacy email ] or [ phone ].