Privacy Policy

1. Information We Collect

We may collect the following types of information:

• Personal Information

• Name

• Email address

• Phone number

• Business name

• Financial or business-related information voluntarily submitted through forms or consultations

2. How We Use Your Information

We use your information to:

• Respond to inquiries and consultation requests

• Provide Fractional CFO and advisory services

• Schedule and manage appointments

• Improve our website and services

• Send relevant updates or communications (if you opt in)

 

3. Sharing of Information

We do not sell your personal information.

We may share information only with:

• Service providers (e.g., scheduling tools, email platforms, cloud storage)

• Professional advisors (legal, accounting, or compliance if required)

• Authorities if required by law

 

4. Data Storage and Security

We take reasonable steps to protect your information from unauthorized access, loss, misuse, or disclosure. However, no method of transmission over the internet is 100% secure.

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5. Cookies

Our website may use cookies to improve user experience and analyze website traffic. You can disable cookies in your browser settings if preferred.

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6. Third-Party Services

We may use third-party tools such as:

• Wix (website hosting)

• Google Calendar / Google Workspace (booking and communication)

• Email service providers

These providers have their own privacy policies governing data use.

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7. Your Rights

Depending on your location, you may have the right to:

• Access your personal data

• Request correction or deletion

• Withdraw consent for communications

To make a request, contact us below.

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8. Contact Us

If you have any questions about this Privacy Policy or your data, contact:

PT Finance Partner and Advisory
Email: phong@ptfinance.ca

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9. Updates to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.