At Consultant Manpreet (“we,” “our,” or “us”), we are committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website or use our consulting services related to Canadian taxation, financial planning, insurance, and business advisory services.

1. Information We Collect

We may collect personal information that you voluntarily provide, including but not limited to:

Full name

Email address and phone number

Mailing address

Date of birth (where required for services)

Social Insurance Number (SIN) only when legally required

Tax, financial, business, or insurance-related information

Immigration or residency status for tax purposes only

Payment and billing details

We may also collect non-personal information such as browser type, IP address, and website usage data for analytics and security purposes.

2. How We Use Your Information

Your information is collected and used for the following purposes:

Providing tax, financial, insurance, and business consultations

Preparing and reviewing tax filings and compliance documents

Responding to inquiries and providing customer support

Managing appointments, billing, and payments

Meeting legal and regulatory requirements

Improving our website, services, and client experience

We do not sell or rent your personal information to third parties.

3. Consent

By using our website or engaging our services, you consent to the collection, use, and disclosure of your information as described in this Privacy Policy.

You may withdraw consent at any time, subject to legal and contractual restrictions. Withdrawal of consent may limit our ability to provide services.

4. Disclosure of Information

The security of your personal information is a top priority at Consultant Manpreet. We are committed to maintaining your trust and confidence when handling personal information.

We protect your information by maintaining physical, electronic, and procedural safeguards that meet or exceed applicable privacy laws in Canada. Our team members are trained in the proper handling, storage, and confidentiality of personal information.

When we engage third-party service providers to assist in delivering our services (such as secure software platforms or payment processors), we require them to uphold strict confidentiality standards and protect any personal information they receive on our behalf.

5. Data Security

We take reasonable administrative, technical, and physical measures to protect your personal information against:

Unauthorized access

Loss or theft

Misuse or disclosure

Despite best efforts, no method of transmission over the internet is 100% secure. We encourage clients to share sensitive information through secure channels only.

6. Retention of Information

We retain personal information only as long as necessary to:

Fulfill service purposes

Meet legal, tax, and regulatory obligations

Once no longer required, information is securely destroyed or anonymized.

7. Client Communication, Access & Choices

Consultant Manpreet is dedicated to providing tax, insurance, financial, and business consulting solutions tailored to your needs. As part of our services, we may communicate information about products, services, or updates that may be relevant or beneficial to you.

We are equally committed to protecting the information we maintain about our clients. You have the right to:

Verify whether the personal information we hold about you is accurate

Request corrections to your information

Request removal from any marketing or informational communications

Opt out of communications shared with affiliated or sister companies, where applicable

To update your information, review what we have on file, or be removed from mailing lists, please contact us by sending your name and email address to us using the contact details provided on our website.

8. Cookies & Website Analytics

Our website may use cookies and similar technologies to:

Improve website functionality

Analyze traffic and user behavior

Enhance user experience

You can modify your browser settings to disable cookies if you prefer.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their privacy policies separately.

10. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

12. Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact Consultant Manpreet via his WhatsApp icon on this Website.