Privacy Policy

We collect information you provide directly to us — such as your name, address, phone number, email, date of birth, and financial details — when you request a quote, book a consultation, complete an application, or otherwise engage with our services.

We may also collect information automatically when you visit our website, including pages visited, referring URLs, browser type, and device information, through cookies and similar technologies.

When you become a client, we collect additional information necessary to provide insurance, mortgage, and coaching services, including health and lifestyle information relevant to underwriting, employment and income details, and government-issued identification.

We use your personal information to provide the services you request, including preparing quotes, processing applications, arranging coverage, and delivering ongoing advice and servicing.

We may use your information to communicate with you about your policies, appointments, account changes, and renewal or review opportunities, and to respond to your inquiries.

We use aggregated and de-identified information to understand how our services are used and to improve our website, products, and processes.

We share your information with insurance carriers, lenders, and other service providers necessary to arrange and administer the products you request. These parties are bound by their own privacy and confidentiality obligations.

We may share information with our affiliates and advisors to the extent required to deliver our services, and with regulatory bodies, professional associations, or law enforcement when required by law or to protect our legal rights.

We never sell your personal information to third parties for their independent marketing purposes.

By providing your information to us, you consent to its collection, use, and disclosure as described in this policy. You may withdraw consent for certain uses at any time, subject to legal or contractual restrictions and with reasonable notice.

Where consent is required for the collection, use, or disclosure of sensitive personal information, we obtain it before or at the time of collection.

You may request access to the personal information we hold about you, and you may ask us to correct it if it is inaccurate or incomplete. Requests can be made by contacting us using the details below.

We will respond to access requests within a reasonable timeframe and may charge a minimal fee where permitted by applicable law.

We retain personal information only as long as necessary to provide our services, meet legal and regulatory requirements, and resolve disputes. After that, information is securely destroyed, anonymized, or archived.

We maintain physical, electronic, and procedural safeguards designed to protect your personal information against unauthorized access, use, alteration, or disclosure.

Our website may use cookies to improve your browsing experience, remember preferences, and analyze traffic. You can control cookies through your browser settings, though disabling them may affect some site functionality.

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing any personal information.

We may update this Privacy Policy from time to time. Material changes will be posted on this page with an updated effective date. We encourage you to review this page periodically.

If you have questions about this Privacy Policy or our handling of your personal information, please contact us at info@financemaxim.com or +1 (437) 955-3333, or write to us at 30 Via Renzo Dr., Suite 200, Unit 203, Richmond Hill, ON L4S 0B8.