Privacy Policy

We collect information you voluntarily provide through contact, estimate and newsletter forms for the purpose of responding to your request and communicating with you.

Information collected

This may include your name, email, phone number, broad mortgage purpose and general planning information. Do not submit identity documents, tax records, banking details, account numbers or social insurance numbers through public website forms.

Use and retention

Information is used to respond to enquiries, arrange consultations and maintain consent records. Records should be retained only as long as needed for the stated purpose and applicable legal or brokerage requirements.

Secure applications

Mortgage applications and financial documents are handled through the brokerage-approved secure portal linked from this website.

Contact

Contact the agent using the details shown on this website to request access, correction or deletion, subject to applicable requirements.