Privacy Policy
Effective Date: May 17, 2026
XLNT Advisors Inc. is committed to protecting the privacy, confidentiality, accuracy, and security of personal information in accordance with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA), applicable provincial privacy legislation, and regulatory expectations applicable to licensed financial services professionals in Canada.
Information We Collect
We may collect personal information including your name, email address, phone number, postal code, financial planning interests, inquiry details, and technical website information such as browser type, device information, IP address, and analytics data.
We do not intentionally collect highly sensitive information through public website forms, including Social Insurance Numbers, banking credentials, credit card numbers, medical records, or investment account login credentials.
How We Use Information
We collect and use personal information to respond to inquiries, schedule consultations, provide financial education, assess interest in insurance or financial products, prepare requested information, communicate with you, maintain business records, improve our website, and comply with legal, regulatory, licensing, and compliance obligations.
Consent
By submitting information through this website, contacting us, or using our services, you consent to the collection, use, and disclosure of your information for the purposes described in this Privacy Policy. You may withdraw consent at any time, subject to legal, regulatory, contractual, or operational requirements.
Disclosure of Information
XLNT Advisors Inc. does not sell personal information. We may disclose information where reasonably required to insurance carriers, financial institutions, service providers, regulatory or licensing authorities, compliance professionals, government agencies, or other parties where required by law.
Storage and Safeguards
We use reasonable administrative, technical, and physical safeguards to protect personal information against unauthorized access, loss, misuse, disclosure, or alteration. Information may be stored using secure third-party platforms including email, CRM systems, form processing tools, cloud services, and business productivity software.
Cookies and Analytics
Our website may use cookies, analytics tools, and similar technologies to improve website performance, understand visitor behaviour, measure traffic, and enhance user experience. You may disable cookies through your browser settings, although some website functionality may be affected.
Access, Correction, and Retention
Subject to legal and regulatory limitations, individuals may request access to their personal information or request corrections. We retain personal information only as long as necessary for business, legal, regulatory, recordkeeping, compliance, or dispute-resolution purposes.
Third-Party Links
This website may contain links to third-party websites. XLNT Advisors Inc. is not responsible for the privacy practices, content, or security of external websites.
Regulatory Notice
XLNT Advisors Inc. and its advisors operate in accordance with applicable Canadian financial services licensing requirements. Products and services may not be available in all provinces or territories. Nothing on this website constitutes legal, tax, accounting, or guaranteed financial advice.
Contact
For privacy-related questions, contact XLNT Advisors Inc. at info@xlntadvisors.ca.