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Website Privacy Policy

This Privacy Policy outlines the privacy practices for Financial Profiles’ website, located at This Privacy Policy applies solely to information collected on this website.

The purpose of this policy is to clearly disclose:

  • What information is collected from you from our website, how it is used, and with whom it may be shared.
  • What options you have regarding the use of your data.
  • The security procedures in place to protect the loss or misuse of your information.
  • How you can correct any inaccuracies in the information.
Information Collection, Use, and Sharing

When visiting our website, you may provide us with certain types of information, as outlined below. Except as described in this Policy, we never collect personally identifying information from you.

Financial Profiles is the sole owner of the information collected on this site. We only have access to information that you voluntarily give us via our contact form, email or other direct contact from you. We will not sell or rent this information to anyone.

We will use your information to respond to you, regarding the reason you contacted us, and to place you on our insights / newsletter mailing list if you have requested this. We will not share your information with any third party outside of our organization. Unless you ask us not to, we may contact you via email or telephone in the future.

We collect some information about you automatically when you visit our website, like your IP address and device type. We also collect information when you navigate through our website, including what pages you looked at and what links you clicked on. Some of this information is collected using cookies and similar tracking means. This information is useful for us as it helps us get a better understanding of how you are using our website so that we can continue to provide the best website experience.

Your Access to and Control Over Information

You may opt out of any future contact from us at any time. You can do the following at any time by contacting us via email at

  • See what data we have about you, if any.
  • Change/correct any data we have about you.
  • Have us delete any data we have about you.
User Communications

When you send email or other communications to us, we may retain those communications in order to process your inquiries, respond to your requests and improve our services. When you send messages to us, we may collect and maintain information associated with those messages, such as the phone number, the email address, the content of the message, and the date and time of the communication. We may use your email address to communicate with you about our thought leadership, news, events or services.

Additional Information Use

In addition to the above, we may use the information we collect from you, your website(s), and your computer to:

  • Provide, maintain, protect, and improve our services and marketing efforts (including our website or marketing outreach).
  • Protect the rights or property of our company or our users.
External Links

The website contains links to other sites. Please be aware that we are not responsible for the privacy practices of such other sites. This Privacy Policy applies to our firm only. These other sites may place their own cookies or other files on your computer, collect data or solicit personal information from you.

Updating/Deleting/Deactivating Personal Information

If your information changes (such as company name, email, phone number), or if you no longer desire our communications, we provide a way to correct, update or delete/deactivate your information via an email to When a request for change or user deletion is received, we will make all reasonable efforts to accommodate the request and in a timely manner. However, due to the nature of our business, some information may not be fully removed due to backups or archived copies, but we will be able to remove your contact information from any outreach or communications lists should you no longer wish to hear from us.

Business Transitions

In the event that our company goes through a business transition, such as a merger, being acquired by another company, or selling all or part of its assets, users’ information may be part of the assets transferred.


Our Privacy Policy may change from time to time and all updates will be posted on this page. These privacy terms were last updated February 2023.