Privacy Policy

Last Updated: January 15, 2025
At TechSavvy Intelli, we understand that your privacy matters. This policy explains how we collect, use, and protect your personal information when you interact with our financial analysis platform and educational services. We're committed to transparency about our data practices and your rights under Canadian privacy laws.

Information We Collect

We collect information that helps us provide better financial analysis tools and educational content to investment professionals across Canada. Here's what we gather and why:

Personal Information You Provide

When you create an account, subscribe to our services, or contact us, we collect details like your name, email address, company information, and professional credentials. We also store any preferences you set for our analysis tools and the types of financial data you're most interested in.

Usage and Technical Data

Our platform automatically collects information about how you use our tools — which reports you generate, how long you spend analyzing different datasets, and which educational materials you access. We also gather standard technical information like your IP address, browser type, and device specifications to ensure our platform works smoothly.

Data Category Examples Purpose
Account Information Name, email, company, job title Service delivery, communication
Platform Activity Reports generated, tools used, time spent Service improvement, personalization
Technical Data IP address, device info, browser type Security, performance optimization
Communication Records Support tickets, feedback, inquiries Customer service, product development

How We Use Your Information

Your information helps us deliver personalized financial analysis tools and keep improving our educational content. We're not in the business of selling data — we're focused on providing value to investment professionals.

  • Service Delivery: We use your information to provide access to our analysis platform, generate custom reports, and deliver educational content that matches your professional interests.
  • Platform Enhancement: Usage patterns help us understand which features are most valuable and where we should focus our development efforts.
  • Communication: We'll send you important updates about our services, new features, and educational opportunities — but you can opt out of marketing communications anytime.
  • Security and Compliance: We monitor for unusual activity to protect your account and ensure we're meeting regulatory requirements for financial service providers.
  • Research and Development: Aggregated, anonymized data helps us understand industry trends and develop new tools that serve the investment community better.

We never use your personal information for purposes unrelated to our financial analysis and education services without your explicit consent.

Information Sharing and Disclosure

We don't sell or rent your personal information to third parties. However, there are specific circumstances where we may share certain data:

Service Providers

We work with trusted companies that help us operate our platform — cloud hosting providers, payment processors, and email service providers. These partners can only use your information to provide services to us, and they're bound by strict confidentiality agreements.

Legal Requirements

We may disclose information when required by Canadian law, court orders, or government regulations. This includes compliance with financial industry regulations and responding to valid legal requests from law enforcement.

Business Transfers

If TechSavvy Intelli is acquired or merged with another company, your information would be transferred as part of that transaction. We'd notify you before this happens and explain how the new ownership might affect your privacy rights.

In all cases, we ensure that any data sharing complies with Canadian privacy laws and maintains appropriate security standards.

Your Privacy Rights

Under Canadian privacy legislation, including PIPEDA, you have significant control over your personal information. Here's what you can do:

Access Your Data

Request a copy of all personal information we hold about you, including how it's been used and who we've shared it with.

Correct Inaccuracies

Update or correct any personal information that's outdated or incorrect in our systems.

Data Portability

Receive your data in a structured, commonly used format that you can transfer to another service.

Withdraw Consent

Opt out of certain data collection or processing activities, though this might limit some platform features.

Account Deletion

Request complete deletion of your account and associated personal information, subject to legal retention requirements.

File Complaints

Contact the Privacy Commissioner of Canada if you believe we've mishandled your personal information.

To exercise any of these rights, contact our privacy team using the information provided below. We'll respond within 30 days and verify your identity before processing your request.

Data Security and Storage

Protecting your information is fundamental to our business. We implement multiple layers of security to safeguard your data:

Technical Safeguards

All data transmission uses TLS encryption, and we store information in encrypted databases with restricted access. Our platform undergoes regular security audits and penetration testing to identify and address potential vulnerabilities.

Access Controls

Only authorized employees can access personal information, and only when necessary for their job functions. We maintain detailed logs of who accesses what data and when.

Data Location

Your information is stored on servers located in Canada, ensuring it remains subject to Canadian privacy laws. Some service providers may process data outside Canada, but only under strict contractual protections.

We retain your personal information only as long as necessary to provide our services or as required by law. Account information is typically deleted within 90 days of account closure, though some financial records may be retained longer for regulatory compliance.

Cookies and Tracking

Our website uses cookies and similar technologies to enhance your experience and help us understand how our platform is used:

  • Essential Cookies: These keep you logged in and remember your preferences as you navigate our platform.
  • Analytics Cookies: We use these to understand which features are most popular and identify areas for improvement.
  • Performance Cookies: These help us optimize loading times and overall platform performance.

You can control cookie settings through your browser, but disabling certain cookies might affect platform functionality. We don't use cookies for advertising or share this data with advertising networks.

Changes to This Policy

We update this privacy policy periodically to reflect changes in our practices, technology, or legal requirements. When we make significant changes, we'll notify you via email and prominently display the updates on our platform.

We encourage you to review this policy regularly to stay informed about how we protect your information. The "Last Updated" date at the top shows when the most recent changes were made.

If you disagree with any changes, you can close your account before the new policy takes effect. Continued use of our platform after policy updates indicates your acceptance of the revised terms.

Privacy Questions?

Email: [email protected]

Phone: +886 2 2775 2700

Mail: 106, Taiwan, Taipei City, Da'an District, Section 4, Zhongxiao E Rd, 166號4號樓之1

Need help understanding your privacy rights or want to make a data request? Our privacy team is here to help you navigate your options and ensure your information is handled properly.

Contact Our Privacy Team