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Privacy Policy

Last updated: October 10, 2025

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At Arise Financial, your privacy and trust are our priority. We are committed to protecting your personal information and ensuring that it is handled responsibly and transparently in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable privacy laws in Canada.

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1. Information We Collect

We collect personal information to provide you with financial advice, products, and services tailored to your goals. This may include:

  • Contact information (name, address, phone number, email)

  • Financial information (income, assets, liabilities, investment objectives)

  • Identification details (driver’s license, SIN, or other ID for verification)

  • Employment and demographic information

  • Any additional information shared during consultations

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2. How We Use Your Information

Your personal information helps us:

  • Understand your goals and financial situation

  • Develop customized financial and wealth management plans

  • Communicate with you regarding services, products, or updates

  • Meet legal, regulatory, and compliance requirements

  • Improve our client experience and internal processes

We will only collect and use information for the purposes identified above, unless we obtain your additional consent.

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3. How We Protect Your Information

We maintain strict safeguards to protect your personal information from unauthorized access, disclosure, or misuse. These include:

  • Secure data storage and encryption

  • Limited internal access based on necessity

  • Staff training on privacy and confidentiality

  • Regular reviews of our privacy and security protocols

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4. Sharing Your Information

We do not sell, trade, or rent your personal information.
We may share information with:

  • Financial institutions, insurers, or investment partners involved in delivering your plan or policy

  • Regulatory bodies or government agencies, when legally required

  • Professional service providers (e.g., accountants, lawyers) — only with your consent

All third parties must comply with our confidentiality standards and use your information solely for authorized purposes.

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5. Your Rights and Choices

You have the right to:

  • Access and review your personal information

  • Request corrections to inaccurate or incomplete information

  • Withdraw consent for certain uses (subject to legal or contractual obligations)

  • Ask questions about our privacy practices

To exercise these rights, please contact us using the information below.

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6. Retention of Information

We retain personal information only as long as necessary to fulfill its purpose and comply with legal or regulatory requirements. When no longer required, it is securely deleted or destroyed.

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7. Cookies and Website Use

Our website may use cookies or similar technologies to enhance your experience and analyze site performance. You can adjust your browser settings to refuse cookies if preferred.

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8. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal obligations. Updates will be posted on this page with a revised “Last Updated” date.

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9. Contact Us

If you have any questions or concerns about our Privacy Policy or how we handle your personal information, please contact:

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Arise Financial 


A113 - 2099 Lougheed Hwy
Port Coquitlam, BC V3B 1A8


📞 604-722-8404


✉️ john@arise-financial.ca

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