Privacy Policy

Last updated: June 10, 2026

C&P Financial ("we," "us," or "our") is committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, and protect information about you when you visit candpfinancial.com or use our services.

Information We Collect

We collect information you provide directly to us, including when you:

This information may include your name, email address, phone number, and any financial information you choose to enter into our simulation tools.

How We Use Your Information

We use the information we collect to provide and improve our services, communicate with you about your account or inquiries, send The Brief newsletter (with your consent), and connect you with our licensed financial advisors.

Information Sharing

We do not sell your personal information to third parties. We may share information with trusted service providers who assist us in operating our website and conducting our business, subject to confidentiality agreements.

Cookies and Analytics

We use privacy-focused, cookie-free analytics to understand general site usage (such as which pages are visited and how often). This tool does not track you across other websites and does not collect personally identifiable information.

AI-Assisted Content

Some content on this site, including articles published in The Brief, may be drafted with the assistance of artificial intelligence tools and is reviewed before publication.

Data Retention

We retain personal information for as long as necessary to provide our services, maintain accurate business records, and comply with applicable legal, regulatory, and accounting requirements. When information is no longer needed for these purposes, we take reasonable steps to delete or anonymize it.

Your Rights

Subject to applicable law, you may request access to, correction of, or deletion of your personal information, and you may withdraw consent to marketing communications (such as The Brief) at any time. To make a request, contact us using the information below.

Children's Privacy

Our services are intended for adults and are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Ontario Residents

C&P Financial serves Ontario residents and complies with applicable Ontario and Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised "last updated" date. Continued use of our services after changes are posted constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy, please contact us at info@candpfinancial.com.