Privacy Policy for C.R. Smith Financial Services
Effective date: July 13, 2026
C.R. Smith Financial Services (“we,” “our,” or “us”) is committed to protecting the personal information of visitors to our website and individuals who contact us through our online channels. This Privacy Policy explains how we collect, use, store, and disclose personal information when you visit https://smithfinancial.ca.
Information you provide: If you contact us through our website form, we may collect your name, email address, subject, and message. We use this information only to respond to your inquiry and to connect with you about booking a meeting. We may also collect any other information you choose to include in your message to us by email or telephone.
We use personal information to:
- respond to inquiries and meeting requests.
- communicate with you when necessary.
- maintain internal business records.
- help protect the website from spam, abuse, and security threats.
- meet legal, regulatory, and operational requirements.
Embedded content from other websites: Articles on this site may include embedded content, such as videos, images, or articles. Embedded content from other websites behaves in the same way as if the visitor has visited the other website directly. These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction if you have an account and are logged in to that website.
How long we retain your data: We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, to meet legal or regulatory obligations, or to support legitimate business needs.
What rights you have over your data: You may request access to the personal information we hold about you and request correction or deletion of personal information, subject to legal and regulatory requirements. If you would like to make a request regarding your personal information, please contact us via the contact form on our website or by calling or emailing us directly.
Where your data is sent: Visitor submissions, if any, may be checked through an automated spam detection service or other security tools we use to protect the website and its users.
Sun Life privacy information: As a Sun Life Financial firm, some products, services, and business activities may also be subject to Sun Life’s privacy practices and policies. For more information, please review Sun Life’s privacy page here: Sun Life Privacy.
Contact us: If you have any questions about this Privacy Policy or how we handle personal information, please contact us through the information provided on our website.