Privacy Policy

Who We Are

Cardin Partners is a fee-only financial planning practice operated by Andrew Jones, CFA, BEng, based in Vancouver, British Columbia, Canada. This policy explains how we handle personal information collected through this website and in the course of our advisory relationships.

Information We Collect

We collect information you provide directly, including:

• Name and email address submitted through our contact form
• Any details you choose to share about your financial situation in correspondence

We do not collect payment information through this website.

How We Use Your Information

Information you submit is used solely to respond to your enquiry and, if an advisory relationship is established, to provide financial planning services. We do not sell, rent, or share your personal information with third parties for marketing purposes.

Website Analytics

This website may use privacy-respecting analytics to understand how visitors interact with our content. No personally identifiable information is collected through analytics. No advertising or behavioural tracking is employed.

Cookies

This website uses only functional cookies necessary for the site to operate. No third-party tracking cookies are set.

Data Retention

Enquiry information is retained only as long as necessary to respond to your request or to fulfil our obligations under an advisory engagement. You may request deletion of your information at any time by contacting us directly.

Your Rights

If you are a resident of British Columbia or elsewhere in Canada, you have rights under PIPEDA and applicable provincial privacy legislation, including the right to access, correct, or request deletion of personal information we hold about you.

If you are a resident of the European Economic Area, you have rights under the GDPR, including the right to access, rectify, erase, and port your personal data.

Security

We take reasonable precautions to protect information submitted through this website. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Contact

Questions about this policy or requests regarding your personal information may be directed to:

Andrew Jones
Cardin Partners
Vancouver, British Columbia, Canada
Contact form →

Changes to This Policy

We may update this policy from time to time. The date at the top of this page reflects the most recent revision. Continued use of this website following any update constitutes acceptance of the revised policy.