Your privacy,
handled with care.

What we collect

Our forms ask for your name, email address, telephone number and the answers relevant to your enquiry. Business opportunity forms also ask about your goals, availability and eligibility. Business Association applications ask about your professional profile, business, services, languages, collaboration interests and referral-network permissions. Logos, professional photos, business cards and brochures are optional uploads. Please do not send account numbers, government identification numbers, medical records or other sensitive documents through these forms.

How we use and store it

Information submitted through our website is sent through our hosting provider, Hostinger, and stored in a private Google spreadsheet for managing enquiries and follow-up. The spreadsheet has a separate sheet for each form. After a submission is saved, a summary and a link to the record are emailed to our internal notification addresses. Optional association files are stored privately in Google Drive, with links in the application record. Access is limited to authorized people who need it for this purpose. We retain information as needed to handle your enquiry and meet applicable recordkeeping obligations.

If you separately choose to receive updates, we record that choice. It is optional and does not affect your enquiry. You can withdraw permission for updates by contacting us.

Appointments and other providers

Appointments are arranged through Calendly. When you open the booking calendar, your name, email and telephone number may be passed to Calendly to prefill your booking. Calendly handles the appointment and its confirmation under its privacy notice. Saving an enquiry does not by itself confirm an appointment.

Our booking pages display a TradingView market chart. This provider receives technical information, such as your IP address, when its content loads. Website photographs are served from our own hosting. Our website uses an essential session cookie to protect form submissions. Our service providers may process information outside Canada.

Optional advertising cookies

If you choose Allow in our cookie panel, Meta Pixel measures page visits and successful enquiry submissions to help us understand our advertising. Successful contact, consultation and business opportunity intakes count as enquiries whether or not an appointment is booked. We send a generic Lead event after a confirmed save, without enquiry type or form answers; appointment bookings are not tracked by this integration. Meta may receive technical information such as your IP address, browser information, page URL and cookie identifiers. We do not send your form answers or contact details to Meta through this integration, and automatic matching and automatic event detection are disabled in our code. Meta processes information under its privacy policy.

Meta tracking stays off until you allow it. You can decline. To reset your choice, clear this website’s stored data in your browser. This decision is separate from enquiry permission and optional email updates. Our forms work regardless of your choice. Association referral-network and partner-sharing choices are recorded separately; submitting an application does not automatically publish your information. Your preference is saved in this browser; withdrawing consent stops further tracking but does not delete information already received by Meta.

Your choices

To ask about your information, request access or a correction, ask for deletion where applicable, or withdraw optional marketing permission, email info@familyfinancezone.com. We may need to verify your identity before responding.