Privacy Policy

Last Updated: October 2025

At Brookers Financials, we value your trust and are committed to protecting your personal and business information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you interact with our company, website, and services.

1. About Brookers Financials

Brookers Financials (“we,” “us,” “our”) is a financial services provider headquartered in Canada. We offer financial advisory, consulting, and related services to clients in Canada, the United States, and other international regions.

We adhere to Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA) and apply equivalent or stricter standards to all personal information we handle, including compliance with GDPR (European Union) and U.S. privacy regulations where applicable.

2. Information We Collect

We collect personal and business information necessary to provide our services effectively and securely. This may include:

Identification information: name, job title, company name
Contact information: email address, phone number, mailing address
Business details: company size, financial goals, industry type
Service-related data: inquiries, preferences, or information you provide through forms or consultations
Technical information: browser type, IP address, device data, and website usage (collected via cookies or analytics tools)

We collect this information directly from you or automatically through our website when you visit or fill out online forms.

3. How We Use Your Information

We use collected information to:

Provide and improve our financial services
Respond to inquiries, requests, or consultations
Customize recommendations or communications
Maintain business relationships and fulfill contractual obligations
Comply with legal and regulatory requirements
Improve our website, services, and client experience

We will never sell or rent your information to third parties.

4. Disclosure of Information

Brookers Financials may share limited information with trusted third parties only when necessary to:

Deliver services (e.g., secure data processors, payment providers, CRM systems)
Meet legal, regulatory, or audit obligations
Enforce agreements or protect our legal rights

All third parties are required to maintain confidentiality and data protection standards consistent with this Privacy Policy.

5. International Data Transfers

Because we serve clients in multiple countries, your information may be processed or stored in jurisdictions outside your home country. Regardless of where processing occurs, we ensure equivalent safeguards and legal protections under Canadian privacy law and applicable international frameworks.

6. Data Retention

We retain personal and business information only as long as necessary to fulfill the purposes for which it was collected or as required by law. When information is no longer needed, it is securely deleted or anonymized.

7. Your Rights

Depending on your location, you may have the right to:

Access, update, or correct your personal information
Request deletion of your data (subject to legal retention requirements)
Withdraw consent for communications or processing
Request information on how your data is used and shared

To exercise these rights, please contact us using the details below.

8. Cookies and Tracking

Our website may use cookies or similar technologies to improve user experience, analyze site performance, and personalize content. You can modify your browser settings to refuse cookies; however, some site features may not function properly without them.

9. Data Security

We maintain strong administrative, technical, and physical safeguards to protect your data from unauthorized access, misuse, alteration, or disclosure.
These measures include:

Secure servers and encrypted connections (SSL/TLS)
Access controls and staff confidentiality agreements
Regular system monitoring and security reviews

10. Third-Party Links

Our website may include links to third-party sites. We are not responsible for the privacy practices or content of those websites. Please review their policies before providing any personal information.

11. Children’s Privacy

Our services are not directed at individuals under 18. We do not knowingly collect personal information from minors. If we discover such information has been provided, we will delete it promptly.

12. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. Updates will be posted on this page with the revised effective date.

13. Contact Us

If you have any questions or concerns about this Privacy Policy, or if you wish to access or correct your personal information, please contact:

Brookers Financials
Privacy Officer
📍 Toronto, Ontario, Canada
✉️ Email: smukadam@brookersfinancials.com
🌐 www.brookersfinancials.com/privacy