Privacy Policy
Last Updated: October 20, 2025
Last Updated: October 20, 2025
At Simple Route Financial, we take your privacy seriously. This Privacy Policy explains how we collect, use, protect, and disclose your personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable Canadian privacy laws.
By using our website or services, you consent to the practices described in this policy. If you have any questions, please contact us at [email protected].
We collect personal information that you voluntarily provide to us when you:
The types of personal information we may collect include:
We use your personal information for the following purposes:
Marketing Consent: You can opt out of marketing communications at any time by clicking "unsubscribe" in our emails or contacting us directly.
We use trusted third-party services to help us operate our business and provide better service to you. These services may have access to your personal information only to perform specific tasks on our behalf and are obligated to protect your information.
Important: Some of these third-party services may store or process your personal information outside of Canada, including in the United States. When your information is stored or processed outside Canada, it may be subject to the laws of that jurisdiction, including lawful access by government authorities. We take steps to ensure these third parties provide comparable levels of protection for your information regardless of where it is stored.
Third-party services we use include:
We require all third-party service providers to enter into written agreements that obligate them to provide comparable levels of privacy protection and to use your information only for the purposes we specify. These agreements include provisions requiring secure handling, limited access, and return or secure destruction of information when no longer needed.
We do not sell, rent, or trade your personal information to third parties for their marketing purposes.
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. These measures include:
While we strive to protect your personal information, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security.
Data Breach Notification: In the event of a data breach that poses a real risk of significant harm to affected individuals, we will notify you as soon as feasible and report the breach to the Office of the Privacy Commissioner of Canada as required by law. We will provide you with information about the nature of the breach, the steps we have taken to address it, and actions you can take to reduce the risk of harm.
Our website uses cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. Cookies are small text files stored on your device.
We use cookies for:
You can control cookie settings through your browser. Disabling cookies may affect website functionality.
Under PIPEDA and applicable privacy laws, you have the following rights:
To exercise these rights, please contact us at [email protected].
We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected and to comply with legal, regulatory, and business requirements. When personal information is no longer needed, we securely delete or anonymize it.
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of significant changes by posting the updated policy on our website with a revised "Last Updated" date. Your continued use of our services after such changes constitutes your acceptance of the updated policy.
If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your personal information, please contact us:
Simple Route Financial
Skyler Chartrand, Licensed Financial Security Advisor
Email: [email protected]
Location: Chelmsford, Ontario
License #: 23215561