Privacy Policy for Craven Financial Planning Corp.

At Craven Financial Planning Corp., we are committed to protecting your privacy and safeguarding your personal information. This Privacy Policy outlines how we collect, use, and protect your information in compliance with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable laws.

For more detailed information about how we handle your personal information and your rights, please refer to the Privacy Policy of our partner Industrial Alliance (iA Financial Group) at the following link:


IA Financial Group Privacy Policy.

Information We Collect

We may collect personal information that you provide to us directly through our website or during interactions related to financial planning services. This can include your name, contact information, financial details, and other necessary data to provide services tailored to your needs.

How We Use Your Information

Your information is used for purposes such as:

  • Providing personalized financial planning and advice
  • Processing transactions and managing your accounts
  • Communicating with you about services, products, or promotions
  • Meeting legal and regulatory requirements

Disclosure of Information

Craven Financial Planning Corp. will not disclose your personal information to third parties without your consent, except as required by law or for legitimate business purposes (e.g., processing transactions). In some cases, we may need to share your information with trusted partners to provide the financial services requested.

Security of Information

We take the security of your personal information seriously and implement safeguards to protect it from unauthorized access, use, or disclosure. However, while we strive to protect your information, no data transmission over the internet can be guaranteed 100% secure.

Your Rights

You have the right to access, update, or correct your personal information held by us. You may also withdraw your consent for the collection, use, or disclosure of your information at any time, subject to legal or contractual obligations.

Contact Information
If you have any questions about our Privacy Policy or how your information is handled, please contact us at:

Craven Financial Planning Corp.
500 King Street West
Chatham (ON) N7M 1G9
bill@cravenfp.com
519-351-9411

This Privacy Policy was last updated on October 18, 2024.