1. Introduction
Pareto Systems ("Pareto Systems", "we", "our", or "us") is a firm dedicated to consulting & coaching for financial advisors, and we respect the privacy of our clients and are committed to protecting it through our compliance with this policy. This policy describes the types of information we may collect from you or that you may provide when you visit our website (our "Website") and our practices for collecting, using, maintaining, protecting, and disclosing that information.
2. Information We Collect About You
We collect several types of information from and about users of our Website, including information:
- by which you may be personally identified, such as name, postal address, email address, telephone number, or any other identifier by which you may be contacted online or offline ("personal information");
- that is about you but individually does not identify you; and/or
- about your internet connection, the equipment you use to access our Website, and usage details.
3. How We Collect Your Information
Personal Information: We may collect personally identifiable information, such as your name, email address, phone number, and company name, when you:
- Subscribe to our newsletter or mailing list.
- Request information or a consultation.
- Download resources or white papers.
- Register for webinars or events.
Automatically Collected Information: We may automatically collect certain information about your device and browsing activity when you visit the Website. We collect this information using cookies and similar tracking technologies. This information may include:
- IP address
- Device type and operating system
- Web browser type
- Referring URLs
- Pages visited on the Website
- Search terms used on the Website
- Time spent on the Website
4. How We Use Your Information
We do not share your personal information with any third-party service providers. We use information that we collect about you or that you provide to us, including any personal information:
- To present our Website and its contents to you.
- To provide you with information, products, or services that you request from us.
- To fulfill any other purpose for which you provide it.
- To notify you about changes to our Website or any products or services we offer or provide through it.
- To allow you to participate in interactive features on our Website.
- For any other purpose with your consent.
- We do not disclose personal information to third parties unless required by law or in the good faith belief that such action is necessary to comply with legal obligations or protect and defend our rights or property.
5. Your Rights and Choices
You have the right to request access to, correct, or delete any personal information that you have provided to us. You can do this by contacting us at the address provided at the end of this policy. You have several choices regarding your information:
- You can opt out of receiving marketing emails from us by following the unsubscribe instructions in those emails.
- You can adjust your browser settings to control cookies.
6. Data Security
We take reasonable steps to protect your information from unauthorized access, disclosure, alteration, or destruction. However, no website is 100% secure.
We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure. However, the safety and security of your information also depend on you. Where we have given you (or where you have chosen) a password for access to certain parts of our Website, you are responsible for keeping this password confidential.
7. Changes to Our Privacy Policy
We may update this Privacy Policy from time to time. We will post any changes on this page.
8. Contact Information
To ask questions or comment about this privacy policy and our privacy practices, contact us at:
Address:
Pareto Systems
#101 - 1593 Sutherland Avenue
Kelowna, BC V1Y 5Y7 Canada
Email:
inquiries@paretosystems.com
Phone:
1-866-593-8020
