Privacy Policy

1. Introduction

Math Mandarin Financial ("we," "our," or "us") is committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website matemdarin.com or use our financial coaching services.

By accessing our website or using our services, you agree to the collection and use of information in accordance with this Privacy Policy.

2. Information We Collect

2.1 Personal Information

We may collect the following personal information:

• Name and contact information (email address, phone number, mailing address)
• Financial information relevant to our coaching services
• Employment and income information
• Investment goals and risk tolerance
• Communication preferences

2.2 Technical Information

We automatically collect certain information when you visit our website:

• IP address and browser information
• Pages visited and time spent on our website
• Referring website information
• Device and operating system information

3. How We Use Your Information

We use your information for the following purposes:

• Providing financial coaching and advisory services
• Communicating with you about our services
• Sending newsletters and educational content (with your consent)
• Improving our website and services
• Complying with legal and regulatory requirements
• Preventing fraud and ensuring security

4. Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:

• Service Providers: With trusted third-party service providers who assist us in operating our business
• Legal Requirements: When required by law, regulation, or court order
• Business Transfer: In connection with a merger, acquisition, or sale of assets
• Consent: When you have given us explicit consent to share your information

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of sensitive data in transit and at rest
• Regular security assessments and updates
• Access controls and employee training
• Secure backup and recovery procedures

6. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience. You can control cookie settings through your browser preferences. For more information, please see our Cookie Policy.

7. Your Rights and Choices

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• Access: Request access to your personal information we hold
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information
• Portability: Request transfer of your information to another service provider
• Opt-out: Unsubscribe from marketing communications

To exercise these rights, please contact us using the information provided in Section 10.

8. Retention of Information

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Financial records may be retained for extended periods to comply with regulatory requirements.

9. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. We ensure that such transfers comply with applicable data protection laws and implement appropriate safeguards to protect your information.

10. Contact Information

If you have any questions about this Privacy Policy or our privacy practices, please contact us:

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the updated policy on our website and updating the "Last updated" date at the top of this page.

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

12. Compliance with Canadian Privacy Laws

This Privacy Policy is designed to comply with Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws. We are committed to handling your personal information in accordance with these legal requirements.