Privacy commitment at Vionarexent
Safeguarding your personal information and upholding confidentiality
Introduction to this privacy policy
At Vionarexent, protecting your privacy is a core value. This policy describes how we handle, store, and use information you share when engaging with our advisors or using our website.
Our practices are designed to comply with Canadian laws and relevant privacy standards. Your personal and financial data are managed with the highest level of care.
Information we collect and why
We collect only what is necessary to deliver portfolio reviews and help us understand your needs. All data is kept confidential and secure.
Direct information you provide
- • Name and contact details for identification
- • Information related to your financial goals
- • Details on your asset composition
- • Feedback you give during the review process
- • Documents you upload or share
Information gathered automatically
- • Device and browser specifics used to access our website
- • Pages visited and duration spent on each page
- • Cookies and similar tracking technology usage
- • IP address and geolocation data (where allowed)
- • Usage analytics to improve our services
Purpose of data use
Your data helps us deliver thorough, personalized portfolio assessments, keep you informed, and enhance your client experience.
- • Communicating with you for service delivery
- • Preparing tailored portfolio review reports
- • Providing relevant and timely updates
- • Analyzing engagement to refine our services
- • Ensuring website security and integrity
- • Complying with legal and regulatory obligations
- • Internal analytics and reporting
Our promise to you: Your data is managed following strict privacy protocols. We only use it for clear, communicated purposes and do not share it without your consent.
When information may be shared
Vionarexent does not sell or disclose your data except in cases required to deliver services, fulfill legal obligations, or safeguard security.
Engagement of vetted service providers
Occasionally, trusted third-party providers support our operations. Each is reviewed for compliance and held to strict confidentiality standards.
Legal and regulatory compliance
Data may be shared if subpoenaed or required by law for compliance purposes.
Aggregate and anonymized statistics
We may share non-identifiable, aggregate data for reporting.
Your rights under privacy laws
You can request access, correction, deletion, or restriction of your personal data. We respect your rights under Canadian regulations.
- • Right to review any data held about you
- • Right to request errors be corrected
- • Right to ask for removal in certain cases
- • Right to receive a copy in common format
- • Right to withdraw consent for specific use
- • Right to restrict certain processing activities
To exercise any rights, please contact us directly by email or phone. We review and process requests promptly.
How we protect your data
Physical and digital safeguards ensure your information is kept highly secure and strictly confidential at all times.
Technical security practices
- • Encryption of sensitive documents and data
- • Multi-factor authentication for advisor access
- • Routine vulnerability assessment and patching
- • Isolated storage for confidential records
Operational privacy protocols
- • Advisor training on confidentiality and ethics
- • Strict access controls for client files
- • Regular privacy audits and oversight
- • Clear breach notification procedures
How long we retain your data
Records are only held as necessary for service delivery and compliance, after which they are securely deleted.
- • Account registration details retention period
- • Inquiry and feedback data retention timeframe
- • Records of conversations and correspondence
- • Data for required compliance documentation
- • Consent-based communication records
You may request deletion or restriction at any time.
Transfers across borders
If data is processed outside Canada, we ensure safeguards are in place and that providers uphold local data privacy standards.
- • Contracts with third-party data handlers
- • Assessment of data protection measures
- • Review of local and international privacy policies
- • Immediate breach notification protocols
Cookies and tracking technologies
Cookies are used to enhance functionality, monitor website usage, and provide support. You can adjust your browser settings to manage cookies.
Types of cookies used
- • Necessary for website navigation and security
- • Improving site speed and user experience
- • Customizing service presentation
- • Enabling essential consultation features
You may decline non-essential cookies at any time.
How we update this policy
This policy is reviewed regularly. We notify you about significant changes and always state the effective date.
- • Website banners for major updates
- • Direct email if contact provided
- • Change log at bottom of policy page
- • Notification in advisor-client communications
Review this page for the latest version.
Contact Vionarexent with privacy requests
Reach out for privacy questions or to exercise your rights.
Vionarexent
1505 Barrington Street, Suite L-102, Halifax, NS B3J 3K5 Canada
Phone: +1-204-005-0382
Email: content@vionarexent.sbs
Policy last updated November 12, 2025
Effective from November 12, 2025