At Harmony Financial Solution, your privacy matters to us. This policy explains how we collect, use, and protect your personal information when you visit our website (harmonyfs.ca) or interact with our services.
1. Information We Collect
We may collect the following types of personal information:
• Name, email address, phone number, and mailing address
• Financial and insurance information when relevant to a service inquiry
• Employment or business details if applicable
• Any other information you choose to share through our website forms or communications
We also collect non-identifiable data (like browser type or page visits) through cookies and analytics tools to help improve our website experience.
2. How We Use Your Information
We use your information to:
• Respond to your inquiries and provide requested services
• Offer financial, insurance, and planning products tailored to your needs
• Maintain accurate client records and comply with regulatory requirements
• Improve our website and client experience
• Communicate updates, offers, or news related to our services (you can unsubscribe anytime)
We will never sell, rent, or trade your personal information.
3. Consent
By providing your personal information to Harmony Financial Solution, you consent to our collection, use, and disclosure of that information as described in this policy. You can withdraw your consent at any time by contacting us (see Section 8).
4. Disclosure to Third Parties
We may share your information only with:
• Insurance carriers or financial institutions as part of your product or service application
• Service providers assisting with business operations (e.g., IT, analytics)
• Regulatory or legal authorities, if required by law
All third-party partners are required to protect your information and handle it in accordance with this policy.
5. Retention and Security
We retain personal information only as long as necessary for the purposes stated above or as required by law.
We use appropriate physical, electronic, and administrative safeguards to protect your data against unauthorized access, loss, or misuse.
6. Cookies and Analytics
Our website uses cookies to understand how visitors use our site and improve functionality. You can adjust your browser settings to disable cookies if preferred, though some parts of the site may not work as intended.
7. Access and Correction
You have the right to request access to your personal information and to correct inaccuracies. To do so, please contact us using the details below.
8. Contact Us
If you have questions about this Privacy Policy or wish to withdraw consent, access, or update your personal information, please contact us at:
Harmony Financial Solution
Phone: 204-808-8096
Website: www.harmonyfs.ca
9. Updates to This Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.
