Privacy Policy

01 Information we collect

We collect personal information that you voluntarily provide when you interact with us, including:

• Contact details — your name, company, email address, and any information you include when you book a call, submit a form, or email us.
• Business information — details about your company's treasury position, size, and objectives that you choose to share during a consultation or engagement.
• Usage data — basic, non-identifying analytics about how visitors use our website, such as pages viewed and general location, collected through standard web analytics tools.

We do not collect sensitive financial credentials, account numbers, or private keys through our website.

02 How we use your information

We use the personal information we collect to:

• Respond to your enquiries and schedule consultations.
• Provide and deliver the advisory services you engage us for.
• Communicate with you about your engagement, including reports and follow-ups.
• Improve our website and understand how visitors use it.
• Meet our legal, regulatory, and professional obligations.

We do not sell, rent, or trade your personal information to third parties.

03 Confidentiality of engagements

Information you share with us during an advisory engagement — including details of your company's treasury position, holdings, and strategy — is treated as strictly confidential. We do not disclose client information or identify our clients publicly without express written consent.

04 Third-party services

We use a small number of trusted third-party tools to operate our business, which may process limited personal information on our behalf:

• Scheduling — we use Calendly to book consultations. Information you enter there is governed by Calendly's privacy policy.
• Email and productivity — we use Microsoft 365 to manage correspondence and documents.
• Website analytics — we may use standard analytics tools to understand site usage in aggregate.

These providers are bound by their own privacy obligations and process data only as needed to deliver their service.

05 Data retention

We retain personal information only as long as necessary to fulfil the purposes described in this policy, to maintain our business records, and to comply with legal and professional obligations. When information is no longer required, we securely delete or anonymize it.

06 How we protect your information

We maintain reasonable administrative, technical, and physical safeguards to protect personal information against loss, theft, and unauthorized access or disclosure. While no method of transmission over the internet is completely secure, we take steps appropriate to the sensitivity of the information we hold.

07 Your rights

Under PIPEDA, you have the right to access the personal information we hold about you, request corrections, and withdraw consent to our use of your information, subject to legal and contractual limits. To exercise any of these rights, contact us using the details below.

08 Changes to this policy

We may update this privacy policy from time to time. Any changes will be posted on this page with a revised "last updated" date. We encourage you to review it periodically.

09 Contact us

If you have questions about this policy or how we handle your personal information, please reach out: