Privacy Policy & Terms of Use

Our Commitment to Your Privacy

At Capital Estate Planning Corporation, we are truly grateful for the confidence you place in us when managing your financial future. Whether you are an employer, an Alberta teacher, an Alberta School Board employee, or an individual client, we understand that you trust us with your most sensitive personal information. 

We are strictly committed to protecting every detail shared during our business relationship. To fulfill this commitment, we are transparent about our practices, and this policy explains how we collect, use, and safeguard your data.

Information Collection and Use

We collect personal and financial information to provide products that meet your needs. This includes your contact details, employment history, and financial data for applications. We gather this through application forms, consultations, and website cookies.

We use your data to:

• Communicate efficiently and assess applications for insurance or investments.
• Evaluate claims and underwriting risks.
• Detect and prevent fraud while meeting legal obligations.

We do not sell your information. Capital Planning never sells client data or shares it with outside organizations for their own marketing purposes. Sharing is limited to essential service providers, such as Desjardins Financial Security (DFS) Investments and insurance carriers, or when required by law.

Protecting Your Information

We take security seriously, using encryption, secure storage systems, and strictly limited employee access to protect your data.

We retain your information only as long as necessary for legal or business requirements. Once it is no longer needed, it is securely disposed of.

Important Security Warning: Email is not a secure way to send sensitive information. Please contact us by phone or in person when sharing confidential financial details.