Privacy Policy
Milestones Retirement Insights is committed to protecting your privacy when you are browsing for information through our Website. The handling of all personal information by the Website is governed by the Personal Information Protection and Electronic Documents Act. We may update our Privacy Policy from time to time when we change our personal information practices, so review this Privacy Policy often to obtain the latest information.
Why do we collect Personal Information?
Milestones Retirement Insights collects personal information from our users and prospective users in order to provide services and information to you.
We may also collect personal information to allow us to manage and develop our business and operations, including: informing you of, and supplying you with information other than that which you specifically requested; enabling Milestones Retirement Insights to comply with applicable law or regulatory requirements; and any other reasonable purpose to which you consent.
Any information that is collected is treated as confidential and will be respected in accordance with this Privacy Policy. While every attempt will be made to honour your privacy and safeguard your confidential information, Milestones Retirement Insights cannot guarantee the confidentiality or security of information transmitted electronically. By accessing the Website, you agree not to hold Milestones Retirement Insights responsible for any damages or losses you incur by transmitting electronic information to us.
What is Personal Information?
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This may include your name, address and telephone number and e-mail address; information requests; business relationship or business operations information.
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We also may automatically collect general anonymous information related to your use of our Website, such as the date and time you visit the Website, and the pages you visit on the Website.
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In addition, we collect “cookie” information from your browser to identify your computer and provide us with a record of your visits to our Website
How do we collect Personal Information?
We may use third-party web masters to help us gather and analyze information about the areas you visit on our Website in order to enhance your user experience and to help us analyze the use of our Website. These third parties use “cookies” to collect and generate information about your visits to our Website (including your IP address) that is transmitted to their servers in an anonymous form for processing. We study patterns of website activity so we can improve our users’ experience to our Website. The use of these tools does not allow us or our analytics service providers to identify individuals.
What is a cookie?
Cookies are tiny pieces of data that can be sent to your browser to be stored on your hard drive so that you are recognized the next time you visit our Website. Cookies are not used to determine the personal identity of anyone who is merely on our Website. They serve to help us track traffic patterns to determine a user’s preferred location and language so that we can direct them when they visit our Website. The statistical information helps us to understand how our Website is used (e.g., identifying which pages or sections are most popular and the peak activity times), which assists us in planning for future improvements to the Website to better meet our user’s needs.
Cookies are also used to provide entry for subscribers who have automatic log-ons.
The technology used to gather “cookie” information is provided by the internet browser you use and may be turned off by using your browser preference buttons. Please consult your browser’s Help Menu for instructions. Visiting the Website with analytics cookies disabled should have no significant impact on your browsing experience but please be aware that if you do turn off “cookies” in your browser, you may not be able to fully experience some of the features of our Website.
Feel free to visit our Website anonymously. We will only collect your internet protocol (IP), page requests, browser, operating system and average time spent with us. This information helps us to understand your needs and interests and to improve our offering.
Google Analytics
We use Google Analytics to view anonymized information about our website’s performance such as the most frequently viewed pages, average time on page and acquisition sources. This helps us understand which areas of our website are popular and which we need to improve. For more information, please read Google’s Terms and Conditions.
Disclosure of Your Personal Information
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We will only disclose your information where we are required to do so by legal or regulatory requirements;
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it is necessary to protect the rights and property of Milestones Retirement Insights;
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emergencies occur or where the use is necessary to protect the safety of a person or group of persons;
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the information is public personal information;
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it is required by employees, contractors and consultants who require the information to assist us to establish, maintain and manage our relationship with you, including, for example, third parties that provide services to us or on our behalf or third parties that collaborate with us in the provision of services to you;
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we have obtained your consent.
We will not sell, transfer or otherwise disclose any of your personal information to any third party without your express consent.
Consent and Opting-Out
Your consent to the collection, use and disclosure of your personal information may be given to us verbally, in writing or electronic or by using our products or services or by not responding to our offer to remove your personal information from our marketing lists, in which case we assume that you consent. You may withdraw your consent at any time as long as you give us reasonable notice of withdrawal.
Third-party Links
Our Website may sometimes contain links to other sites that are not governed by this Privacy Policy. Visitors to our Website may be directed to third-party sites for more information, such as about events, content sponsorships, vendor services, government entities, non-profits, and social networks. Milestones Retirement Insights makes no representations or warranties regarding how user data is stored or used on third-party servers. We recommend reviewing the privacy policy of each third-party site linked from our Website to determine their use of your personal data.
How We Protect Your Information
Milestones Retirement Insights takes your privacy and data security seriously. To safeguard your personal information, we utilize Microsoft Azure’s trusted cloud infrastructure, which is built with enterprise-grade protection technologies.
Our data is stored securely in Microsoft Azure's Canadian data centres, ensuring compliance with Canadian privacy laws and industry regulations.
Key security features include:
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End-to-end encryption: Your data is encrypted both at rest (AES-256) and in transit (TLS).
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Access controls: We rely on Azure Active Directory with role-based access control (RBAC) and multi-factor authentication to prevent unauthorized access.
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Threat protection: Microsoft Defender for Cloud continuously monitors for vulnerabilities and suspicious activity.
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Network safeguards: Azure employs firewalls, DDoS protection, and network segmentation to defend against external threats.
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Compliance and certifications: Azure meets a wide range of global and national standards including SOC 2, ISO 27001, and PIPEDA, ensuring your data is handled with care and in compliance with applicable regulations.
By leveraging Azure’s modern infrastructure, we aim to provide you with not only valuable retirement insights but also the peace of mind that your personal information is handled responsibly and securely.
Ethics & Whistleblower Reporting
Milestones Retirement Insights is committed to conducting business with integrity, honesty, and professionalism. We encourage employees, contractors, partners, clients, and other stakeholders to report any concerns regarding unethical conduct, fraud, misconduct, violations of company policies, or suspected breaches of laws and regulations.
Reports may be submitted confidentially and, where permitted by law, anonymously. All concerns will be reviewed promptly and handled in a fair and respectful manner. Milestones prohibits retaliation against any individual who, in good faith, raises a concern or participates in an investigation.
If you have witnessed or suspect unethical behavior, please use the reporting link below to submit your concern.
Introduction
Information We Collect
Effective Date: June 12, 2026
Milestones Retirement Insights ("Milestones," "we," "our," or "us") is committed to protecting the privacy and security of personal information entrusted to us by our customers, users, and business partners.
This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices available to individuals regarding their personal information.
Depending on how you use our services, we may collect:
Personal Information
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Name
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Email address
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Phone number
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Mailing address
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Date of birth
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Retirement planning information
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Financial planning information provided through our platform
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Account credentials
Technical Information
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IP address
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Browser type
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Device information
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Usage information
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Log and security event data
Support Information
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Support requests
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Customer communications
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Product feedback
How We Use Information
We use personal information to:
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Provide and maintain our services
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Generate retirement planning analyses and reports
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Respond to support requests
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Improve our products and services
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Maintain security and prevent fraud
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Meet legal, regulatory, and contractual obligations
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Communicate with customers regarding service updates
We do not sell personal information.
We Protect Information
Milestones employs administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or destruction.
Security controls may include:
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Encryption of sensitive information
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Multi-factor authentication
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Access controls based on business need
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Security monitoring and logging
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Secure cloud infrastructure
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Regular security reviews
Information Sharing
We may share information with:
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Service providers supporting our business operations
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Cloud hosting providers
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Customer-authorized advisors or organizations
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Professional advisors
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Regulatory authorities where required by law
We require service providers to protect personal information using appropriate safeguards.
Data Retention
We retain personal information only for as long as necessary to:
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Provide our services
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Fulfill contractual obligations
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Meet legal, regulatory, accounting, security, or audit requirements
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Resolve disputes and enforce agreements
When information is no longer required, it is securely deleted, anonymized, or archived in accordance with our data management practices. Customer data is generally deleted within ninety (90) days following contract termination when retention is no longer required for legitimate business purposes.
Your Privacy Rights
Subject to applicable laws, individuals may have the right to:
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Request access to personal information
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Request correction of inaccurate information
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Request deletion of personal information
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Request information about how personal information is used
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Withdraw consent where applicable
Certain rights may be limited where Milestones is required to retain information for legal, regulatory, security, fraud prevention, contractual, or audit purposes.
Requesting Deletion of Your Personal Information
Milestones provides individuals with the ability to request deletion of their personal information where permitted by applicable law.
How to Submit a Deletion Request
Requests may be submitted by:
Email
info@milestones-retirement.com
Or Mail:
Milestones Retirement Insights
45 King St. West, Ingersoll ON, N5C 2J7
The request should include:
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Full name
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Email address associated with the account
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Description of the information to be deleted
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Any additional information needed to locate the records
Identity Verification
Before processing a deletion request, Milestones may require verification of identity to protect against unauthorized deletion requests.
Verification may include:
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Confirmation from the registered email address
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Verification of account ownership
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Additional information reasonably necessary to confirm identity
Milestones may decline requests where identity cannot be adequately verified.
Response Timeline
Milestones will acknowledge receipt of a deletion request within ten (10) business days.
Where identity verification is successful and no legal basis exists to retain the information, Milestones will generally complete the deletion request within thirty (30) days.
If additional time is required, Milestones will notify the requester.
Exceptions
Milestones may retain certain information where necessary to:
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Comply with legal obligations
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Satisfy regulatory requirements
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Resolve disputes
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Enforce contractual rights
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Detect or prevent fraud or security incidents
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Maintain required audit records
Where information cannot be deleted, Milestones will explain the basis for retention where legally permitted.
Changes to this Policy
Milestones may update this Privacy Policy periodically. Material changes will be posted on our website with an updated effective date.
Contact Us
For questions regarding this Privacy Policy or our privacy practices, contact:
This Privacy Statement was last updated June 2026
How to Contact Us
To obtain access to your information, report incorrect information, file a complaint or to make any enquiries or comments about this Privacy Policy, contact us at: info@milestones-retirement.com