Privacy Policy
Effective Date: September 2026

Last Updated: September 2026

Financial Outlet Builders Inc. (“Financial Outlet Builders,” “FOB,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit our website, submit an enquiry or form, register for an event, book an appointment, communicate with us, or otherwise interact with our services.

We handle personal information in accordance with applicable privacy laws and requirements governing our activities, including applicable Canadian privacy requirements.

Information We Collect:

Depending on how you interact with us, we may collect:

Name

Email address

Phone number

Communication preferences

Type of enquiry or service requested

Appointment and scheduling information

Event registration information

Advisor or business-development enquiry information

Operational follow-up information

Information you voluntarily provide through our forms, surveys, or communications

IP address, browser information, device information, and website usage information

Consent and communication preference records

Please do not submit sensitive personal, financial, medical, banking, government identification, account credential, licence-number, or similar confidential information through general website enquiry forms unless we specifically provide an authorized and appropriate method for collecting that information.

How We Use Your Information

We use collected information to:

Respond to enquiries and requests

Determine the appropriate next step for an enquiry

Schedule and manage appointments

Register individuals for events, educational sessions, or training

Provide requested services and support

Maintain appropriate customer, prospect, advisor, and business records

Manage follow-up activities

Communicate service-related or administrative information

Send marketing or promotional communications where we have the appropriate consent or other lawful basis to do so.

Maintain records of consent and communication preferences

Improve our website, services, systems, and user experience

Prevent misuse, fraud, or security incidents

Meet applicable legal, regulatory, accounting, or recordkeeping obligations

CRM, Technology and Service Providers:

Use:

We may use third-party technology and service providers to operate our business, including customer relationship management (CRM) systems, website hosting, forms and surveys, appointment scheduling, email and SMS communications, event management, analytics, payment processing, and other business-support services.

These providers may process personal information on our behalf where necessary to provide their services. We take reasonable steps to select service providers and implement safeguards appropriate to the information involved.

Access to personal information within our systems is limited according to business need and assigned responsibilities where reasonably practicable.

Purpose and Consent:

We identify the purposes for collecting personal information at or before the time of collection. Where consent is required, we seek consent appropriate to the nature and sensitivity of the information and the intended use.

Email, SMS and Electronic Communications:

If you provide contact information to request information, book an appointment, register for an event, or request a service, we may use that information to respond to your request and provide related administrative or service communications.

Where required, marketing and promotional electronic communications will be sent based on appropriate consent or another basis permitted by applicable law. Marketing consent may be withdrawn at any time using the unsubscribe method provided in the communication.

For SMS communications, message frequency may vary and message and data rates may apply. Where applicable, you may reply STOP to unsubscribe or HELP for assistance.

We maintain records of communication preferences and consent where appropriate. We do not sell or rent SMS opt-in information or mobile phone numbers to third parties for their independent marketing purposes.

Cookies & Tracking Technologies:

Our website may use cookies, pixels, analytics tools, and similar technologies to operate the website, understand website usage, improve user experience, measure performance, and support our communications and marketing activities where appropriate.

You may be able to manage or disable certain cookies through your browser or device settings. Disabling certain technologies may affect website functionality.

Access, Correction and Privacy Requests:

Subject to applicable law, you may contact us to request access to personal information we hold about you, request correction of inaccurate or incomplete information, ask questions about our privacy practices, or withdraw consent where consent is the basis for our use of your information.

Certain information may need to be retained where required or permitted by law, regulation, contractual obligations, legitimate recordkeeping requirements, or for the establishment, exercise, or defence of legal claims.

To make a privacy request, contact us using the information provided at the bottom of this policy.

Safeguards:

We use administrative, technical, organizational, and physical safeguards appropriate to the nature and sensitivity of personal information under our control. These may include access restrictions, confidentiality requirements, password protection, multi-factor authentication where available, secure transmission technologies, role-based system permissions, staff procedures, and physical security measures.

No method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security. We periodically review our safeguards as our systems and operations evolve.

Retention of Personal Information:

We retain personal information only for as long as reasonably necessary to fulfil the purposes for which it was collected and to satisfy applicable legal, regulatory, accounting, operational, dispute-resolution, or recordkeeping requirements.

When personal information is no longer required, we take reasonable steps to securely delete, destroy, or anonymize it, subject to applicable requirements.

Disclosure of Personal Information:

We do not sell or rent personal information.

We may disclose personal information to service providers acting on our behalf where reasonably necessary to operate our business or provide requested services. We may also disclose information where required or permitted by law, to protect our legal rights, investigate security or fraud concerns, or in connection with a business transaction where permitted by law.

Service providers may process information in jurisdictions outside your province or country. Where this occurs, information may be subject to the laws of those jurisdictions.

Privacy and Security Incidents:

We maintain procedures for responding to privacy and security incidents. Where a breach of security safeguards occurs, we will assess the incident and provide notifications or reports where required by applicable law.

Privacy Accountability:

Financial Outlet Builders Inc. has designated responsibility for overseeing its privacy practices and responding to privacy enquiries and requests.

Privacy Officer
Financial Outlet Builders Inc.

Changes to This Privacy Policy:

We may update this Privacy Policy from time to time to reflect changes in our services, technology, business practices, or legal requirements. The updated version will be posted on this page with a revised “Last Updated” date.

Contact Us:
Privacy Officer

Financial Outlet Builders Inc.
Brandon, Manitoba, Canada
Email: [email protected]