Privacy Policy

1. Introduction

AuraPlan Wealth Management (“AuraPlan,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal data. This privacy policy explains how we collect, use, disclose, and safeguard your information when you use our platform.

2. Information We Collect

We collect information you provide directly to us, including:

• Personal Information: Name, email address, marital status, and household composition.
• Financial Information: Income ranges, savings tiers, expense categories, asset profiles, and retirement goals provided during onboarding.
• Usage Data: Browser type, device information, pages visited, and interaction patterns.

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our retirement planning services.
• Generate personalized financial projections and recommendations.
• Communicate with you about your account and service updates.
• Comply with legal obligations and regulatory requirements.

4. Data Security

We implement industry-standard security measures including encryption in transit and at rest, access controls, and regular security audits. Your financial data is stored in SOC 2 compliant infrastructure and is never sold to third parties.

5. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you services. You may request deletion of your data at any time by contacting us.

6. Your Rights

Subject to applicable law, you have the right to access your personal information, to request its correction, and to withdraw your consent to its use. You may also ask us to stop disseminating your information or to de-index a hyperlink that provides access to it. To exercise these rights, contact us at privacy@auraplan.ca.

8. Contact Us

If you have questions about this Privacy Policy, please contact us at privacy@auraplan.ca.