Privacy Consent Policy
Team Elevate Financial is a dedicated group of licensed agents united under one mission: to educate and empower individuals and families through financial literacy and access to effective financial strategies.
This policy outlines how we collect, use, and protect your personal information when you visit our website, submit a form, or communicate with us, ensuring data privacy at every step.
Information We Collect
We collect only the information you voluntarily provide through:
- Online forms (e.g., JotForm submissions)
- Calendar bookings (e.g., Calendly)
- Email or phone communication
- Website contact forms
- Social media inquiries
This may include:
- Name
- Phone number
- Province
- Your general financial interests or areas you wish to learn about
- Any other information you choose to share
Please note that we do not collect SIN numbers, banking information, financial account numbers, or any sensitive documents through our website, reinforcing our commitment to personal information protection.
How We Use Your Information
We collect this information for the purpose of:
- Responding to your inquiry
- Scheduling a conversation or educational session
- Preparing for an upcoming call
- Understanding your goals to provide relevant information
- Sending optional email/text updates if you consent
- Following up on services or support
- Internal record-keeping and secure CRM tracking
All information is utilized solely to support your relationship with Team Elevate Financial and for purposes you consent to.
Internal Information Sharing
Since we operate in a team-based structure, your information may be shared internally only with another licensed agent on our team if needed to best support your inquiry.
We may share:
- Your name
- Your contact information
- Any goals or preferences you provided
Rest assured, your information is not sold, traded, or shared outside our team, upholding our data privacy standards.
CRM, Scheduling & Form Tools
We securely store your information using:
- Our secure CRM system (name not publicly disclosed)
- JotForm for online form submissions
- Calendly for appointment scheduling
These tools adhere to industry-standard privacy and security practices.
Email & Text Consent (CASL Compliance)
By submitting your information or typing 'YES,' you provide express consent for Team Elevate Financial to:
- Email you
- Text you
- Contact you by phone
You may withdraw your consent at any time by emailing:
We will remove your contact information as required.
Cookies & Website Analytics
Our site may use basic cookies or analytics tools to understand visitor activity. This information is non-identifiable and is used solely to enhance the website experience while ensuring data privacy.
Data Storage & Protection
Your information is stored using encrypted tools and safeguarded from unauthorized access. Access is limited to licensed team members who require it to assist you.
Your Rights
You may request at any time to:
- Access your personal information
- Update or correct your information
- Withdraw your consent
- Request that your data be deleted
To exercise these rights, contact:
Third-Party Links
Our website may include links to third-party tools (e.g., Calendly, JotForm). We are not responsible for their privacy practices, and we encourage you to review their policies.
Policy Updates
This policy may be updated periodically to reflect changes in our practices or regulatory requirements. The date displayed on this page reflects the most recent update.
Contact Us
For questions about this policy or your data, contact:
Team Elevate Financial
We are fully committed to protecting your personal information.
Legal Notice
This website provides general financial education aimed at enhancing financial literacy. Discussions about specific products are conducted solely by properly licensed individuals to ensure compliance with data privacy regulations. Training Associates engage in educational conversations and do not provide product recommendations. Please note that all information shared is general in nature and does not constitute financial, legal, tax, or investment advice, nor does it guarantee the protection of personal information.
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