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Privacy Policy

Effective Date: February 19, 2025

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New Dawn Financial Inc. ("we," "our," "us") is committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy outlines how we collect, use, disclose, and safeguard personal information in compliance with Ontario and Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

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Accountability
New Dawn Financial Inc. has appointed Shannon Williams as its Privacy Officer. The Privacy Officer is responsible for ensuring compliance with PIPEDA and addressing all privacy-related inquiries.

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1. Information We Collect

We may collect the following types of personal information:

  • Contact Information: Name, phone number, email address, and mailing address.

  • Financial Information: If applicable, financial details relevant to our services.

  • Website Usage Data: IP address, browser type, and pages visited (collected via cookies and analytics tools).

  • Communication Data: Emails, inquiries, and other messages exchanged with us.

 

We collect personal information directly from you when you:

  • Request a consultation or service.

  • Subscribe to our newsletter.

  • Submit an inquiry via our website.

  • Use our website and accept cookies.

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2. How We Use Your Information​

We use personal information for the following purposes:

  • To provide financial and estate services.

  • To respond to inquiries and provide client support.

  • To send newsletters, updates, or promotional content (with opt-out options).

  • To improve our website and user experience.

  • To comply with legal obligations and regulatory requirements.

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By providing personal information, you consent to its collection, use, and disclosure for these purposes. You may withdraw your consent at any time, subject to legal or contractual restrictions, by contacting the Privacy Officer.

 

3. Sharing of Personal Information

We do not sell, rent, or trade personal information. However, we may share personal information:

  • With trusted third-party service providers who assist in delivering our services.

  • As required by law, such as in response to legal processes or regulatory requirements.

  • In cases of business transfers (e.g., mergers or acquisitions).

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Some service providers may be located outside of Canada. Personal information processed outside of Canada may be subject to foreign laws and may be accessible to law enforcement or regulatory authorities in those jurisdictions.

 

4. Data Security & Retention

We take appropriate security measures to protect your personal information from unauthorized access, alteration, or disclosure.

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In the event of a privacy breach creating a real risk of significant harm, we will notify affected individuals and the Office of the Privacy Commissioner of Canada as required by law.

 

We retain personal information only as long as necessary to fulfill the purposes for which it was collected or as required by law.

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For example, financial and tax records are typically retained for a minimum of six (6) years in accordance with Canada Revenue Agency requirements.

 

5. Your Rights & Choices

Under PIPEDA, you have the right to:

  • Access the personal information we hold about you.

  • Request corrections to your personal data.

  • Withdraw consent for marketing communications.

  • Request deletion of your personal information, subject to legal obligations.

 

To exercise these rights, please contact our Privacy Officer (see Section 9). We will respond to all requests within 30 days, as required by law.

 

6. Cookies & Tracking Technologies

Our website uses cookies and analytics tools (e.g., Google Analytics) to track user behavior and improve services. You can manage cookie preferences through your browser settings.

 

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies before providing any information.

 

8. Updates to This Policy

We may update this Privacy Policy periodically. The latest version will always be available on our website.

 

9. Contact Information

For questions or concerns about this Privacy Policy, please contact us at:

📧 Email: shannon@newdawnfinancial.ca

📍 Mailing Address: 33 Main Street West, Grimsby, ON L3M 1R3

📞 Phone: 289-455-8558

Privacy Policy

Terms of Service

Cookie Policy

Disclaimer:

The services provided by New Dawn Financial Inc. are focused on financial, estate, and tax planning strategies and are delivered based on professional designations including CFP®, TEP, CEA, MTI, and MFA-P™. Our role is to provide guidance on tax-efficient financial planning and estate strategies; however, our services do not constitute formal legal advice, tax preparation, or investment advice. For legal matters, please consult with a licensed lawyer; for tax filings and disputes, a registered tax professional; and for specific securities recommendations, a licensed investment advisor.

Executor and Trustee appointments are personal appointments of Shannon Williams. When acting in this capacity, an estate bank account will be opened in the estate’s name with a recognized financial institution. New Dawn Financial Inc. provides administrative support but is not a Trust Company, nor a lending or deposit-taking institution.

All content on this website is provided for informational purposes only and should not be relied upon as personalized financial, legal, or tax advice. While we make every effort to ensure accuracy and timeliness, no guarantee is made as to completeness or correctness. Regulations and tax laws change frequently, and users should seek advice tailored to their specific circumstances.

By using this website, you acknowledge that no client relationship is formed until a written engagement agreement has been signed. New Dawn Financial Inc. assumes no liability for decisions made based on the information provided herein.

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