Privacy Policy

Last updated: July 1, 2026.

Stiller Financial collects personal information only where it is needed to respond to inquiries, schedule appointments, provide services, maintain client records, or meet regulatory and business obligations.

Visitors may voluntarily provide information through phone calls, email, booking links, document workflows, office conversations, or approved forms. Do not send SINs, account numbers, passwords, trade instructions, tax slips, insurance documents, or detailed financial records through public website notes or ordinary email unless the office has confirmed the appropriate secure process.

What may be collected

Depending on the route used, Stiller Financial may collect contact details, appointment details, planning questions, service interests, office preferences, consent records, website interaction data, and documents or records provided through an approved secure process.

How information is used

Information may be used to respond to inquiries, schedule meetings, confirm fit and scope, route documents safely, provide services, meet compliance obligations, maintain business records, improve website routing, and communicate with clients or prospective clients.

Third-party service providers

The website may use third-party tools for booking, analytics, forms, maps, email, and secure document workflows. These may include Zoho services, Google Analytics, Google Tag Manager, Google Maps, email providers, hosting providers, and other approved service providers. Information submitted through those tools may be processed by those providers under their own privacy and security practices. Some providers may process or store information outside Canada.

Website analytics may collect technical information such as pages visited, referral source, device/browser details, approximate location, and interactions with booking, phone, email, or download links. This information is used to understand website use and improve communication paths.

If visitors subscribe to email updates, Stiller Financial will explain what they are subscribing to, obtain appropriate consent where required, and provide an unsubscribe option in future email communications.

Safeguards and retention

Stiller Financial takes reasonable administrative, technical, and physical steps to protect personal information and limit access to people or service providers who need it for the stated purpose. Personal information may be retained where required for legal, regulatory, tax, compliance, client-service, or business-record reasons. Retention periods vary depending on the type of record, service relationship, and applicable obligations.

Access, correction, and withdrawal

Individuals may contact Stiller Financial to ask about access to personal information, correction of inaccurate information, or withdrawal of consent where withdrawal is legally and operationally possible. Some information may need to be retained to meet legal, regulatory, tax, compliance, or recordkeeping obligations.

Complaints and privacy incidents

Privacy questions or complaints should be directed to the contact information below. If Stiller Financial becomes aware of a privacy incident, it will review the facts, take reasonable containment steps, and make notifications where required by law or applicable obligations.

For privacy questions, contact:

Privacy Officer / Designated Privacy Contact
Stiller Financial
Email: info@stillerfinancial.com
Phone: (888) 342-8432
Stratford Office: 207 Huron St. Stratford, ON N5A 5S9