Welcome to FinprimePlan.com, operated by FinprimePlan (“we,” “our,” or “us”).
We value your privacy and are committed to protecting your personal data.
This Privacy and Cookie Policy explains how we collect, use, store, and protect information when you visit our website or use our services related to planning financial success with innovation.
Business Name: FinprimePlan
Address: 444 George St, Prince George, BC V2L 1R6, Canada
Email: info@FinprimePlan.com
Phone: +1 (250) 563-0055
Business Number (BN): 873069716
Website: https://FinprimePlan.com
This Policy applies to all data collected through our website, forms, communications, and financial planning services. By using our website, you acknowledge and consent to the practices described in this document.
We may collect the following types of data:
Personal Identification Data: Full name, phone number, email address, physical or business address.
Financial and Business Information: Transaction data, company details, and related records.
Technical Data: IP address, browser type, operating system, device information.
Usage Data: Website interactions, session activity, and referral sources.
Communication Data: Inquiries, messages, and feedback submitted through our website or by email.
Cookies and Tracking Data: As described in our Cookie Policy below.
We collect personal information through the following methods:
Direct submissions from users (via forms, emails, or phone).
Automated data collection technologies such as cookies and analytics.
Third-party integrations such as payment processors or analytics tools.
Professional communication in the course of financial advisory services.
We process personal data on the following legal grounds:
Consent: When you voluntarily provide personal data or accept cookies.
Contractual Necessity: To fulfill services requested by you.
Legal Obligation: To comply with tax, accounting, or compliance requirements.
Legitimate Interest: To improve our services, security, and client experience.
Your data may be used to:
Provide and manage financial planning and advisory services.
Respond to inquiries and maintain communication.
Process transactions and manage billing.
Improve website functionality and user experience.
Send updates, service notifications, or marketing messages (with consent).
Protect against fraud, misuse, or unauthorized access.
Meet legal and regulatory compliance obligations.
We share data only when necessary and under secure agreements:
With authorized employees and professional advisors.
With service providers for hosting, analytics, or IT support.
With financial or legal authorities when required by law.
With third parties assisting in compliance, accounting, or auditing.
We do not sell or rent personal data to third parties.
We retain data for as long as necessary to:
Fulfill the purposes outlined in this Policy.
Comply with financial, tax, or legal recordkeeping requirements.
After that, data is securely deleted or anonymized.
Your data may be transferred to or processed in other countries. In such cases, we ensure adequate protection by using:
Adequacy decisions (for jurisdictions with strong privacy laws).
Standard Contractual Clauses (SCCs) approved by the European Commission.
You have the following rights:
Access to your personal data.
Correction of inaccurate information.
Deletion of your personal data (“right to be forgotten”).
Restriction or objection to processing.
Data portability in a machine-readable format.
Withdrawal of consent at any time.
The right to file a complaint with a Data Protection Authority.
Contact info@FinprimePlan.com to exercise your rights.
We use strong technical and organizational security measures, including:
SSL/TLS encryption for all data transmission.
Secure servers and restricted data access.
Regular system audits and data protection reviews.
Employee confidentiality and data handling policies.
Despite these safeguards, no system can guarantee absolute security.
Cookies are small text files stored on your device to enhance your experience.
Types of cookies we use:
Essential Cookies: Required for website functionality.
Analytics Cookies: Measure performance and improve site usability.
Preference Cookies: Save your settings and preferences.
Marketing Cookies: Deliver targeted advertising (only with consent).
You can disable cookies via browser settings, though some features may be limited.
When you visit our website, you will see a cookie banner.
By clicking “Accept,” you consent to our use of cookies. You can modify or withdraw your consent anytime through browser settings.
We may link or integrate with third-party services (e.g., Google Analytics, payment processors).
Each third-party provider operates under its own privacy policy. We are not responsible for the privacy practices of external websites.
We do not engage in automated decision-making or profiling that produces legal or significant effects on individuals.
Our website and services are intended for adults and professionals.
We do not knowingly collect personal data from individuals under 18 years of age. If we become aware of such data, it will be promptly deleted.
We may update this Policy periodically to reflect changes in regulations or business operations.
Updates will be posted on this page with a new “Last Updated” date. You are encouraged to review this Policy regularly.
If you have questions or concerns about this Policy or your personal data, contact: