Privacy Policy

CC MoneyWise+ (“we,” “us”) is operated by Chantal Cleroux and is based in Ontario, Canada. This policy explains what personal information we collect through this website, why we collect it, and how we handle it. We are committed to protecting your privacy in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

When you contact us through this website, we may collect:

• Your name
• Your email address
• Your phone number, if you choose to provide it
• The message or details you share with us
• For Financial Health Scorecard requests: your first name, email, language preference, source page, consent wording and consent timestamp

We also collect limited technical information automatically, such as basic analytics about how the website is used. This website does not use advertising trackers.

• To respond to your inquiry or booking request
• To provide the information or guidance you have requested
• To record consent and send MoneyWise Notes when you request them
• To understand which topics interest visitors, so we can improve this website

We do not sell your personal information. We will not share your information with a referred professional without your consent.

This website uses email delivery services to forward messages you submit, and uses Google Fonts to display text. These providers may process limited data as part of delivering their services. We do not give these providers permission to use your information for their own marketing.

We keep personal information you submit through this website only as long as necessary to respond to your request and for a reasonable period afterward for record-keeping purposes, unless a longer period is required by law.

You may contact us at any time to request access to, correction of, or deletion of the personal information we hold about you. You can also choose not to provide information, though this may limit our ability to respond to your request. You may unsubscribe from MoneyWise Notes at any time using the unsubscribe option in those emails.

If you have questions about this policy or how your information is handled, contact us at cc@ccmoneywise.ca.