Privacy Policy

Last updated: August 29, 2025

Kinetic Financial Solutions Inc. ("Kinetic Financial", "we", "us", or "our") is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website or engage with our services.

Information We Collect

We may collect information that identifies you or can reasonably be associated with you ("Personal Information"), including:

  • Contact details (name, email, phone number, address)
  • Appointment and communication history
  • Financial and suitability information you choose to share in the context of advisory services
  • Website usage data (IP address, device, pages viewed)
  • Preferences you provide (e.g., newsletter signup)

How We Use Information

We use your information to:

  • Respond to inquiries and provide requested services
  • Schedule and manage appointments and communications
  • Operate, maintain, and improve our website and services
  • Send updates, insights, and newsletters (with your consent)
  • Comply with legal, regulatory, and compliance obligations

Sharing and Disclosure

We do not sell your Personal Information. We may share information with trusted service providers who support our operations (e.g., hosting, analytics, scheduling) under confidentiality obligations. We may also disclose information to comply with legal obligations or to protect our rights, clients, or the public as required by applicable law.

Cookies and Analytics

Our website may use cookies and similar technologies to improve functionality and understand usage. You can control cookies through your browser settings. Disabling cookies may affect site functionality.

Data Security

We take reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Your Choices and Rights

You may request access to, correction of, or deletion of your Personal Information, subject to legal and regulatory requirements. You can also unsubscribe from marketing communications at any time using the link in the email or by contacting us.

Third-Party Links

Our website may include links to third-party websites or services (including partners and platforms). We are not responsible for the privacy practices of those third parties. We encourage you to review their privacy policies.

Children’s Privacy

Our services are intended for adults. We do not knowingly collect Personal Information from children under the age of 13.

Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top reflects the most recent changes.

Contact Us

If you have questions or requests regarding this Privacy Policy or your personal information, please contact us:

Note: This policy is provided for general informational purposes and does not replace any privacy disclosures required by law or by financial regulators. Specific disclosures related to financial products or services offered through partners (including Sun Life) may be provided separately.