At Finny, your trust matters. We are committed to protecting your personal information and
being transparent about how we handle it. This policy explains what we collect, how we use it, and the choices
you have. We aim to align with applicable Canadian privacy standards, including
PIPEDA (Personal Information Protection and Electronic Documents Act), where relevant. This page is for
information only and is not legal advice.
1) Information we collect
We may collect the following categories of information when you use our site or services:
Contact details: name, email address, and phone number so we can respond to requests and schedule sessions.
Technical data: IP address, device/browser details, and interaction logs to improve performance and security.
Cookies & similar tech: preferences, analytics, and (optionally) marketing cookies. You can manage these in our cookie settings.
Forms & surveys: information you choose to share in applications or questionnaires about budgeting, saving, investing, and your goals.
2) How we use your information
Your information may be used to:
Process coaching enquiries, trial bookings, and program onboarding.
Provide educational content and plan frameworks (e.g., savings, diversified investing, passive-income basics).
Improve our website and services through aggregated analytics and feedback.
Send updates about sessions, resources, or service changes (you can opt out of non-essential emails anytime).
Maintain security, detect misuse, and comply with legal obligations.
3) Your choices & rights
You may have rights under Canadian privacy law, which can include the ability to:
Request access to the personal information we hold about you.
Ask us to correct incomplete or inaccurate information.
Withdraw consent for certain processing (where consent is applicable).
Opt out of non-essential communications.
To make a request, please contact us using the details below. We may ask for information to verify your identity.
4) Data protection & retention
Security: TLS/SSL encryption where appropriate, access controls, and role-based permissions.
Storage: Data may be stored with reputable providers in Canada or other jurisdictions with comparable protections; contractual safeguards are applied where required.
Retention: We keep personal information only as long as needed for the purposes described here or as required by law, after which we delete or de-identify it.
5) Cookies & analytics
We use cookies to operate the site (necessary), understand usage (analytics), and—if you allow—improve relevance (marketing).
You can adjust preferences anytime:
.
For more details, see our Privacy Policy and in-page cookie banner.
6) Changes to this policy
We may update this policy to reflect service or legal changes. The latest version will always be posted on this page,
and we’ll provide clear notice of significant updates where appropriate.
7) Contact us
Address: 100 King St W, Toronto, ON M5X 1A9, Canada