Privacy Policy

Last Updated: February 20, 2025

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At Morrison Money Management, I respect your privacy and am committed to protecting any personal information you provide. This Privacy Policy explains how I collect, use, and safeguard your information when you use my services.

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By booking an appointment or using my services, you agree to the terms outlined in this policy.

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1. Information I Collect
When you use my services, I may collect the following types of information:

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Personal Information

• Full Name

• Email Address

• Phone Number

• Payment Information (for billing purposes)

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Financial Information (for tax and financial services)

• Income details

• Tax-related documents

• Budgeting and financial planning details

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I collect this information only when you voluntarily provide it through booking an appointment, submitting documents, or contacting me.

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2. How I Use Your Information
Your information is collected to:
   ✔ Provide financial services, including tax filing and budgeting assistance
   ✔ Process payments and apply applicable discounts
   ✔ Schedule and manage appointments
   ✔ Respond to your inquiries and provide customer support
   ✔ Maintain records for compliance and service improvement

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I do not sell, rent, or share your information with third parties for marketing purposes.

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3. How I Protect Your Information
I take reasonable security measures to protect your personal and financial data. This includes:
   🔒 Secure storage of documents and client records
   🔒 Limited access to personal information—only I handle your data
   🔒 Encryption and secure handling of e-transfers for payments

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However, while I take precautions, no data transmission over the internet is 100% secure. Clients are encouraged to submit sensitive documents through secure methods and avoid sending financial details via unsecured email.

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4. Payment Security
I accept payments via cash and e-transfer. All payments are handled securely, and I do not store your banking details beyond what is necessary to process the transaction.

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5. Data Retention
I retain client records only for as long as necessary to:

• Complete the service requested

• Comply with legal or regulatory requirements (such as tax laws)

• Maintain business records for service improvement

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Once data is no longer needed, it is securely deleted or disposed of.

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6. Your Rights & Choices
You have the right to:
   ✅ Request a copy of the personal information I have on file
   ✅ Ask for corrections if any of your data is inaccurate
   ✅ Request deletion of your information (except where legally required to retain records)

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To make a request, please contact me at morrisonmoneymanagement@gmail.com.

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7. Third-Party Links & Services
My website or communications may contain links to external websites or services. I am not responsible for the privacy practices of third-party sites and recommend reviewing their policies before sharing any personal information.

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8. Changes to This Privacy Policy
I may update this Privacy Policy periodically. Any changes will be reflected on this page, and continued use of my services constitutes acceptance of the revised policy.

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9. Contact Information
If you have any questions or concerns about this Privacy Policy, please reach out to me at:

   📩 Email: morrisonmoneymanagement@gmail.com
   📞 Phone: 905-933-8876

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By using my services, you acknowledge that you have read, understood, and agreed to this Privacy Policy.

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