Privacy Policy

How Clearstone Financial handles information collected through this website.

Scope · What We Collect · How We Use It · Cookies & Analytics · Marketing Messages · Sharing · Storage · Your Rights · Contact

About This Policy

Clearstone Financial respects your privacy and handles personal information in accordance with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable Canadian privacy law. This policy explains how we handle information collected through this website. When you become a client, a separate, more detailed Privacy & Consent document governs the personal information we collect and use to provide our services — this website policy does not replace it. Questions can be directed to our Privacy Officer, Nicholas Gaudet, at clarity@clearstonefinancial.ca.

Information We Collect Through This Website

We collect only what you choose to provide and a limited amount of technical information:

• Information you submit: when you complete a form or book a call, we collect details such as your name, email, phone number, and any information relevant to your enquiry (for example, general mortgage details on a mortgage check-up request).
• Technical information: like most websites, we automatically collect limited technical data such as IP address, browser type, device information, and how you navigate the site, through cookies and analytics.

How We Use Your Information

We use the information collected through this website to respond to your enquiries, schedule and prepare for calls, provide the information or service you requested, improve our website, and — only where you have consented — send you communications about our services. We use your information only for the purposes for which it was provided or for which you have given consent.

Cookies & Analytics

This website uses cookies and similar technologies, including those provided by our website and customer-management platform, to operate the site, remember your preferences, and understand how visitors use the site so we can improve it. You can control or disable cookies through your browser settings, though some parts of the site may not function properly without them.

Marketing Communications

Where you have given consent, we may send you commercial electronic messages, such as newsletters or information about our services, in accordance with Canada's Anti-Spam Legislation (CASL). Every commercial electronic message we send includes a way to unsubscribe, and you can withdraw your consent to receive these messages at any time by using the unsubscribe link or by contacting us. Withdrawing marketing consent does not affect our ability to contact you about a service you have specifically requested.

How We Share Information

We do not sell your personal information. We share information collected through this website only with the service providers that operate our website and customer-management systems on our behalf, and only as needed to provide the services you requested or as required by law. Where you engage Clearstone for a service, further sharing (for example, with an insurance carrier or a mortgage lender) is governed by the separate client Privacy & Consent document and the consents you provide at that time.

Where Your Information Is Stored

The service providers that operate this website and our customer-management systems may store and process information on servers located outside Canada, including in the United States. Where information is handled outside Canada, it may be subject to the laws of that jurisdiction. We remain accountable for the protection of your information and take reasonable steps to ensure our service providers maintain comparable safeguards.

Your Rights & Choices

Under Canadian privacy law, you have the right to access the personal information we hold about you, to ask us to correct it if it is inaccurate, and to withdraw your consent to our use of it (subject to legal and contractual limits). To make a request, contact our Privacy Officer at the details below. We will respond within the timeframes required by law.

Safeguards & Retention

We use reasonable administrative, technical, and physical safeguards to protect the information collected through this website against loss, theft, and unauthorized access. We keep information only as long as needed for the purposes described in this policy or as required by law, after which it is securely destroyed or de-identified.

Changes & How to Contact Us

We may update this policy from time to time; the current version is always the one posted on this page. If you have questions, wish to exercise your privacy rights, or wish to make a complaint, contact our Privacy Officer: