At echelonarivo, we collect several types of information to provide you with our investment education services and platform functionality. Personal information includes your name, email address, phone number, and mailing address when you register for our learning programs or contact us for support.

We also gather financial information relevant to your educational journey, such as your investment experience level and areas of interest. This helps us tailor our educational content to match your learning objectives. Technical data like IP addresses, browser types, and device information helps us maintain platform security and improve user experience.

• Account Information: Name, email, password, and contact details
• Educational Profile: Learning preferences and progress tracking
• Communication Data: Messages, support requests, and feedback
• Usage Analytics: Platform interaction patterns and feature utilization

Your information serves multiple purposes within our educational platform. We use personal details to create and maintain your learning account, track your progress through our investment education modules, and provide personalized recommendations for your continued learning journey.

Communication preferences help us send relevant updates about new learning materials, upcoming webinars scheduled for mid-2025, and important platform announcements. We analyze usage patterns to identify which educational resources prove most valuable to learners and where we might enhance our offerings.

We maintain strict standards regarding information sharing. echelonarivo does not sell, rent, or trade your personal information to third parties for marketing purposes. However, we may share certain information in specific circumstances outlined below.

Educational partners who provide specialized content or guest instruction may receive limited information necessary to deliver their services. These partners operate under strict confidentiality agreements that align with Canadian privacy standards. We also work with technology service providers who help maintain our platform infrastructure.

• Legal compliance when required by Canadian federal or provincial law
• Protection of rights, property, or safety of echelonarivo, users, or others
• Business transfers involving merger, acquisition, or asset sale
• Authorized educational content providers under confidentiality agreements

As a Canadian resident, you possess specific rights regarding your personal information under federal and provincial privacy legislation. You can request access to the personal information we hold about you, including details about how we collected it and how we've used it.

You have the right to request corrections to inaccurate information and, in certain circumstances, request deletion of your data. We'll respond to such requests within 30 days, though some information may need to be retained for legal or business purposes.

To exercise these rights, contact our privacy officer using the information provided at the bottom of this policy. We may need to verify your identity before processing certain requests to protect your information security.

We implement comprehensive security measures to protect your information from unauthorized access, alteration, or disclosure. Our technical safeguards include encrypted data transmission, secure server environments, and regular security audits conducted by third-party specialists.

Administrative controls limit employee access to personal information based on job responsibilities. We conduct regular training sessions to ensure our team understands their privacy obligations and maintains current knowledge of evolving security threats.

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by Canadian law. Account information remains active while you use our services and for up to two years after account closure to allow for potential reactivation.

Educational progress data may be retained longer to support continuing education tracking and certification requirements. Communication records are typically maintained for three years to ensure quality service delivery and resolve any disputes that may arise.

When information reaches the end of its retention period, we securely delete or anonymize it according to industry best practices. Some information may be retained in anonymized form for research and platform improvement purposes.

Our platform uses cookies and similar technologies to enhance your browsing experience and provide personalized features. Essential cookies enable basic platform functionality like account login and course navigation. These cannot be disabled without affecting platform performance.

Analytics cookies help us understand how users interact with our educational content, which modules prove most engaging, and where learners might benefit from additional support. This information guides our content development and platform improvements planned for 2025.

You can manage cookie preferences through your browser settings, though disabling certain cookies may limit some platform features. We respect "Do Not Track" signals and provide clear options for controlling your tracking preferences within your account settings.

This privacy policy may be updated periodically to reflect changes in our practices, legal requirements, or platform enhancements. We'll notify you of significant changes through email or prominent platform notices at least 30 days before implementation.

Minor updates that don't affect your rights or how we handle your information may be made with shorter notice periods. We encourage you to review this policy regularly to stay informed about our privacy practices and your rights.

The current version date appears at the top of this document. Previous versions are archived and available upon request for your reference and comparison.