STABILITY- LIBERTY - FINANCIAL SECURITY

Privacy Policy

Last updated: November 2025

1. Introduction

DC Financial Services ("we", "our", "us") operates the website dcservicesfinancier.ca (the "Site"). This privacy policy explains how we collect, use, protect, and process your personal information in accordance with applicable laws in Quebec and Canada, including the Act respecting the protection of personal information in the private sector (Bill 25).

2. Information We Collect

We collect the following personal information when you use our Site:

Full name

Email address

Phone number

Browsing data (IP address, browser type, pages visited, visit duration)

3. How We Collect Your Information

We collect your personal information in the following ways:

When you complete a contact form or information request form on our Site

When you create an account on our platform

Automatically through cookies and similar technologies during your browsing

4. Use of Your Information

We use your personal information for the following purposes:

Account management: to create and manage your user account

Request processing: to respond to your inquiries about our financial services

Communication: to contact you regarding our services and respond to your questions

Site improvement: to analyze Site usage to improve our services

Legal compliance: to meet our legal and regulatory obligations

5. Legal Basis for Processing

We process your personal data on the following legal bases:

Your explicit consent

The performance of a contract or pre-contractual measures

Our legitimate interests in operating and improving our services

Compliance with our legal obligations

6. Sharing Your Information

We do not sell, trade, or rent your personal information to third parties.

Your information may be shared only in the following cases:

Service providers: we may use trusted service providers to help us operate our Site (hosting, technical maintenance). These providers have access to information only to perform their tasks and are required to protect it

Legal obligations: if required by law or to protect our legal rights

7. Cookies and Tracking Technologies

Our Site uses cookies and similar technologies:

Facebook Pixel

We use Facebook Pixel to analyze Site traffic and optimize our advertising campaigns. This technology collects information about your browsing and interactions with our Site.

You can disable cookies in your browser settings. Please note that this may affect certain Site features.

8. Data Retention

We retain your personal information for as long as necessary to:

Provide our services

Comply with our legal obligations

Resolve potential disputes

Account data is retained as long as your account is active. After account deletion, your data is erased within a reasonable timeframe, unless there is a legal retention obligation.

9. Security of Your Information

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, loss, destruction, or disclosure, including:

Encryption of sensitive data

Restricted access to personal information

Regular monitoring of our security systems

Despite our efforts, no method of transmission over the Internet is completely secure. We cannot guarantee absolute security.

10. Your Rights

In accordance with data protection laws, you have the following rights:

Right of access: to obtain a copy of your personal information

Right to rectification: to correct inaccurate or incomplete information

Right to erasure: to request deletion of your information

Right to object: to object to the processing of your data

Right to portability: to receive your data in a structured format

Right to withdraw consent: at any time, without affecting the lawfulness of prior processing

To exercise these rights, contact us at: [email protected]

11. Links to Third-Party Sites

Our Site may contain links to third-party websites. We are not responsible for the privacy practices of these sites. We encourage you to read their privacy policies.

12. Protection of Minors

Our Site is not intended for persons under 18 years of age. We do not knowingly collect personal information from minors. If you believe a minor has provided us with information, please contact us immediately.

13. Changes to This Policy

We may update this privacy policy from time to time. Any changes will be posted on this page with a revised update date. We encourage you to review this policy regularly.

14. Contact Us

For any questions regarding this privacy policy or to exercise your rights, you may contact us:

DC Financial Services
Email: [email protected]
Website: dcservicesfinanciers.ca

By using our Site, you acknowledge that you have read and understood this privacy policy and agree to the collection and use of your information in accordance with it.This is a Paragraph Font

Frequently Asked Questions

Is the first consultation free?

Yes, and not just the first one. All of our consultations are free. We do not charge anything for providing you with an objective opinion or for developing a strategy tailored to your situation. Our priority is to guide you with clarity and transparency, without any pressure.

Do I need to have a high income to work with you?

Not at all. We believe that everyone deserves a good financial plan, regardless of income or current situation. Our approach is personalized and tailored to your goals.

Do you work with multiple insurance companies?

Yes. As a a team of independent brokers and advisors, we have access to multiple financial institutions and insurance companies. This allows us to offer you the most beneficial solutions for your situation.

How does the process work?

It all starts with an exploratory meeting. Then, we analyze your complete financial situation, and we build a customized strategic plan. We support you every step of the way

Do your services also cater to self-employed workers and entrepreneurs?

Absolutely. We understand the unique challenges faced by self-employed individuals: variable income, lack of social protection, long-term planning... We have tailored solutions to help you secure your future.

Do you need help with estate planning or saving for education?

Yes. We can integrate these elements into your overall strategy to ensure an effective transfer of your wealth or to build an education fund for your children.