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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).

 

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, estate, and tax 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.

 

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).

 

4. Data Security & Retention

We take appropriate security measures to protect your personal information from unauthorized access, alteration, or disclosure. We retain personal information only as long as necessary to fulfill the purposes for which it was collected or as required by law.

 

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, contact us at shannon@newdawnfinancial.ca.

 

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

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Disclaimer: The services provided by New Dawn Financial Inc. are for financial, estate, and tax planning purposes and are based on professional designations including CFP®, TEP, CEA, and MTI. However, our services do not constitute formal legal, tax, or investment advice. We recommend consulting with a licensed lawyer for legal matters, a registered tax professional for tax filings and disputes, and a licensed investment advisor for specific securities recommendations.

When New Dawn Financial Inc. acts as an estate trustee or under a power of attorney, an estate bank account is opened in the estate’s name with a recognized financial institution. New Dawn Financial Inc. is not a Trust Company, nor a lending or deposit-taking institution.

All content on this website is for informational purposes only and should not be relied upon as personalized financial, legal, or tax advice. While we strive to provide accurate and up-to-date information, we make no warranties regarding its completeness or accuracy. Financial regulations and tax laws change frequently, and users should seek professional advice specific to their circumstances.

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

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