Privacy Policy

Introduction

Rohit Chattopadhyay ("I", "me", or "my"), operating as a licensed financial advisor with Experior Financial Group, is committed to protecting your personal information. This Privacy Policy explains how I collect, use, and safeguard the information you provide when you visit this website or contact me for financial advisory services.

By using this website, you consent to the practices described in this policy. This policy applies to all visitors and clients located in Ontario, Canada.

Information I Collect

I may collect the following types of personal information:

• Contact Information: Name, email address, and phone number when you submit a contact form or book a consultation.
• Financial Information: Details about your insurance and investment needs that you voluntarily share during consultations.
• Usage Data: Information about how you interact with this website, including pages visited and time spent on the site.
• Communications: Records of correspondence between us via email or contact forms.

How I Use Your Information

The information I collect is used to:

• Respond to your inquiries and provide financial advisory services
• Schedule and manage consultations
• Send relevant information about insurance and investment products you've expressed interest in
• Improve the content and functionality of this website
• Comply with legal and regulatory obligations as required by applicable Canadian law

Sharing Your Information

I do not sell, trade, or rent your personal information to third parties. I may share your information in the following limited circumstances:

• Experior Financial Group: As my managing general agency, Experior Financial Group may have access to client information as required for regulatory compliance and service delivery.
• Insurance Carriers: When processing insurance applications, relevant information is shared with the applicable insurance companies.
• Legal Requirements: If required by law, regulation, or court order.

Data Security

I take reasonable precautions to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure. While I strive to use commercially acceptable means to protect your information, I cannot guarantee its absolute security.

Cookies & Tracking

This website may use cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, some portions of this website may not function properly.

Third-Party Links

This website may contain links to third-party websites, including Calendly for appointment booking. I am not responsible for the privacy practices of these external sites and encourage you to review their privacy policies before providing any personal information.

Your Rights

Under Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable Ontario privacy legislation, you have the right to:

• Access the personal information I hold about you
• Request corrections to inaccurate or incomplete information
• Withdraw consent for the use of your personal information (subject to legal and contractual restrictions)
• Request the deletion of your personal information where applicable

To exercise any of these rights, please contact me using the information below.

Contact Me

If you have any questions or concerns about this Privacy Policy or how your personal information is handled, please contact me:

Changes to This Policy

I reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated revision date. I encourage you to review this policy periodically to stay informed about how I protect your information.