Privacy Policy – OWL Good Investments
Welcome to the Privacy Policy of OWL Good Investments. At OWL Good Investments, we are deeply committed to safeguarding your privacy and protecting your personal information. This Privacy Policy outlines our practices concerning data collection, usage, storage, and disclosure, ensuring you have a clear understanding of how we manage information entrusted to us.
Collection of Personal Information
At OWL Good Investments, we collect personal information to provide tailored mortgage planning, investment strategies, financial coaching, life insurance solutions, and mentorship services.
This data may include:
✔ Personal details: Name, phone number, email, date of birth, and mailing address.
✔ Financial information: Income, employment details, credit history, investment portfolio, and mortgage details.
✔ Government-issued identification: To verify identity for compliance purposes (e.g., driver’s license, SIN where applicable).
✔ Other relevant details: Any additional financial or lifestyle information necessary to provide our services and recommendations.
How We Collect Your Information:
We obtain personal information through various means, including but not limited to:
📌 Online forms, our website, and social media platforms.
📌 Phone calls, virtual consultations, and in-person meetings.
📌 Partnered service providers or referrals from trusted sources.
📌 Publicly available records or regulatory bodies when required for verification.
Use of Your Information
The information collected allows us to deliver customized financial solutions and advisory services that align with your goals. Specifically, we use your data to:
✔ Assess eligibility for mortgage financing, investment opportunities, or life insurance products.
✔ Personalize and refine wealth-building strategies and financial planning.
✔ Provide ongoing client support and updates about market trends and investment opportunities.
✔ Conduct internal audits, compliance checks, and ensure adherence to FSRA regulations.
✔ Communicate with you regarding appointments, educational resources, or promotional content (only with your consent).
Sharing and Protection of Information
At OWL Good Investments, we value your privacy and do not sell or trade your personal information. However, to provide essential services, we may share your data with:
✔ Lending institutions, banks, and mortgage brokers (for loan applications and approvals).
✔ Insurance providers (to assess and secure life insurance policies).
✔ Regulatory bodies (such as FSRA) when required by law.
✔ Technology service providers that help us store and protect your data.
All third-party service providers we engage with are bound by strict confidentiality agreements and comply with privacy laws such as PIPEDA (Personal Information Protection and Electronic Documents Act).
We implement industry-standard encryption, firewalls, and access controls to protect your data from unauthorized access, disclosure, or loss.
Retention of Personal Information
Your personal information will be retained for as long as necessary to fulfill the purposes outlined in this Privacy Policy, or as required by law and regulatory compliance under FSRA. When no longer needed, your data will be securely disposed of or anonymized.
Your Consent and Rights
By engaging with OWL Good Investments, you consent to the collection, use, and disclosure of your personal information as outlined in this Privacy Policy.
✅ You have the right to request access to your personal data and obtain details about how it is being used.
✅ You have the right to request corrections to any inaccurate information we hold.
✅ You have the right to withdraw consent for certain uses of your data (subject to legal limitations).
To exercise any of these rights, or if you have questions about your privacy, data security, or regulatory compliance, please contact us at:
📧 [email protected]
📍 2600 Skymark Ave, Suite 3-103, Mississauga, ON
We encourage you to periodically review this Privacy Policy, as we may update it to reflect changes in our services, regulatory requirements, or best practices.
Thank you for trusting OWL Good Investments with your financial aspirations.
What’s Improved & FSRA Compliant?
✔ Includes FSRA-required clauses on data retention, security, and compliance.
✔ Clearly defines what personal data is collected and why.
✔ Explains how data is protected and shared with trusted third parties.
✔ Outlines user rights under Canadian privacy laws (PIPEDA).
🚀 Now, this Privacy Policy fully aligns with FSRA compliance and protects both your business and your clients. Let me know if you need any refinements!