Privacy Policy

1. Introduction

The protection of your personal information and professional data is of paramount importance to BalanceRisePro. This privacy policy describes what data we collect, how we use it, and what rights you have regarding your personal information. We strictly comply with applicable data protection laws in Canada and internationally, particularly in the provision of our corporate finance management services, financial consulting programs, strategic advice, and business financial services.

2. Collection and Processing of Personal Data

We collect personal information only when you voluntarily provide it to us, for example when you subscribe to our financial services, schedule a consultation, use our contact form, or communicate via email. The data collected may include:

  • Full name
  • Email address
  • Phone number
  • Postal address
  • Professional information (to personalize financial services)
  • Financial management needs and objectives (necessary for service development)

This information is used exclusively to provide our financial services, process your financial management programs, and ensure compliance with applicable business regulations.

3. Use of Personal Data

The information you provide will be used for the following purposes:

  • Client relationship management and provision of financial services
  • Processing and documentation of financial management programs
  • Communication with clients and concerned parties
  • Processing payments for financial services
  • Sending information about system updates and service modifications (with your consent only)

All information is processed with the highest level of confidentiality and your data is not shared with unauthorized third parties, except when necessary for service execution (for example, to competent authorities) or when we are legally required to do so. Your professional details and personal information remain completely confidential.

4. Data Storage and Security

We retain your personal data only as long as necessary to fulfill specific purposes or as required by legal retention periods. Client data is generally retained for the duration of the active financial relationship plus an additional ten years, to meet legal requirements for business records and ensure continuity of financial management documentation. To protect your confidential information against unauthorized access, loss, or abuse, we use advanced technical and organizational security measures, following industry best practices for financial service providers.

5. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to improve user experience and collect anonymized data about site usage. This data helps us continuously optimize our online presence and the presentation of our financial services for individuals and businesses seeking financial management support.

You can manage cookie usage in your browser settings and disable them if you wish. However, please note that some site features, such as the financial request system or document submission forms, may be limited without cookies. For more details about our cookie usage, please refer to our Cookie Policy.

6. Your Rights

You have the right to:

  • Access the information we hold about you
  • Rectify inaccurate or incomplete data
  • Delete your data, if there are no legal retention obligations
  • Limit processing, when certain conditions are met
  • Object to processing of your data based on legitimate interest
  • Data portability, when technically feasible

If you wish to exercise any of these rights, please contact us via the contact information at info@balancerisepro.com.

7. GDPR Compliance

As a Canadian organization with European Union (EU) clients, BalanceRisePro complies with the General Data Protection Regulation (GDPR). Specifically, this means:

  • We process personal data only on legal bases (consent, contract execution, legitimate interest).
  • We ensure transparency regarding the use of your data with this detailed privacy policy.
  • We implement appropriate technical and organizational measures to protect your data.
  • We have established procedures for reporting data protection breaches.
  • We conduct data protection impact assessments for appropriate processing operations.
  • We ensure that our data processing partners also operate in compliance with GDPR.

As a data subject, you have the right to file a complaint with the data protection supervisory authority if you believe that the processing of your personal data violates GDPR.

8. Changes to this Privacy Policy

We reserve the right to update this privacy policy at any time to adapt to legal or technical changes. The current version will be published on our website. We recommend that you regularly review this policy.