Privacy Policy

Introduction

Velmora Financial Group Inc. ("Velmora", "we", "us" or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose and safeguard your personal information when you visit velmorafinancialgroup.com, contact us or use our financial services.

By using our website or services, you consent to the practices described in this policy.

Information We Collect

We may collect the following types of personal information:

• Contact details such as your name, email address, phone number and mailing address
• Information you provide through our contact, consultation and application forms
• Financial and insurance information relevant to the services you request
• Identification details required to provide licensed financial services
• Usage data such as pages visited and interactions, collected through cookies and analytics

How We Use Your Information

We use your personal information to:

• Respond to enquiries and schedule consultations
• Provide and administer the financial and insurance services you request
• Prepare personalized financial needs analyses and recommendations
• Comply with legal, regulatory and licensing obligations
• Improve our website, services and client experience

Consent to Communications

By providing your contact information, you consent to receive communications from Velmora, including calls or messages that may be automated, pre-recorded or use an artificial intelligence (AI) voice, as well as marketing messages about life insurance and wealth strategy services.

You may withdraw your consent or opt out of marketing communications at any time by contacting us using the details below.

How We Share Your Information

We do not sell your personal information. We may share it with insurance carriers, investment providers and service partners strictly as needed to deliver the services you request, and with regulators or authorities where required by law.

Data Security

We use reasonable administrative, technical and physical safeguards to protect your personal information against unauthorized access, use or disclosure. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Rights

Subject to applicable law, you have the right to access, correct or request deletion of your personal information, and to withdraw consent to its use. To exercise these rights, please contact us using the information below.

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 effective date.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us at info@velmorafinancialgroup.com or (587) 410-6690. Our office is located at 10060 Jasper Ave, Tower 1, Suite 2020, Edmonton, AB T5J 3R8.