Lmtlss Agency Inc. – Privacy Policy
Last updated: July 7, 2025
Lmtlss Agency Inc. We respects your privacy and is committed to protecting the personal information we collect about you. This Privacy Policy explains how we collect, use, disclose, and safeguard your information in connection with our website, services, and other interactions (collectively, the “Services”). By using our Services, you agree to the terms below.
1. Definitions
Personal Information
Any information that identifies or can reasonably identify an individual, such as name, email address, phone number, or other contact details.
Non-Personal Information
Data that does not identify an individual, such as aggregated usage statistics or anonymized technical data.
2. Information We Collect
Information You Provide Directly
Contact details (e.g., name, email, phone) when you sign up, request a demo, book a meeting, or communicate with us
Business information (e.g., firm name, role, specialization) to tailor our marketing strategies
Payment information (e.g., credit card details) if you purchase a paid service
Meeting‐booking consents: at the time of booking a meeting, you must check that you’ve read this Privacy Policy and that you agree to receive booking reminders and promotional messages via SMS
Automatically Collected Information
Usage Data: pages viewed, time spent, clickstream data
Device & Technical Data: IP address, browser type/version, device identifiers, operating system
Cookies & Tracking Technologies: unique identifiers used to personalize your experience and analyze trends
Third-Party Sources
Publicly available financial advisor directories
Analytics providers (e.g., Google Analytics)
Marketing platforms (e.g., LinkedIn, Facebook) when you engage with our ads
3. How We Use Your Information
We use Personal Information to:
Provide, maintain, and improve our Services
Respond to inquiries and support requests
Develop and execute targeted marketing campaigns for financial advisors
Process payments and manage accounts
Send newsletters, updates, and promotional materials (you may opt out at any time)
Send booking reminders and occasional promotional SMS to the mobile number you provided (you can reply “STOP” at any time to opt out of future SMS)
Analyze usage trends and enhance user experience
Comply with legal obligations and enforce our terms
Non-Personal Information is used for analytics, troubleshooting, and improving our Services without identifying you.
4. SMS Opt-In & STOP Instructions
By checking the box at booking, you expressly consent to receive text messages at the phone number you provide.
Messages may include appointment reminders, confirmations, follow-ups, and occasional promotional offers.
You can unsubscribe from all future SMS at any time by replying STOP, or by contacting us at [email protected]. After opting out, you will no longer receive SMS, but you may still receive other non-SMS notifications (e.g., email) unless you opt-out of those separately.
5. Disclosure of Information
We may share your Personal Information with:
Service Providers: Third parties who help us operate our business (e.g., hosting, payment
processors, analytics)
Clients & Partners: With your consent, we may share aggregate performance reports
Legal & Safety: When required by law or to protect our rights
Business Transfers: In connection with a merger, acquisition, or sale of assets
We do not sell your Personal Information to unaffiliated third parties.
6. Cookies & Tracking Technologies
We and our service providers use cookies, web beacons, and similar technologies to:
Remember your preferences and settings
Measure site performance and usage trends
Serve targeted advertisements on other sites
You can manage or disable cookies in your browser settings, but this may affect functionality.
7. Data Retention
We retain Personal Information only as long as necessary to fulfill the purposes outlined in this Policy, comply with legal obligations, and enforce our agreements. When no longer needed, we securely delete or anonymize your data.
8. Security
We implement reasonable administrative, technical, and physical safeguards to protect your Personal Information. However, no method of transmission or storage is 100% secure.
9. Your Rights & Choices
Depending on your jurisdiction, you may have the right to:
Access, correct, or delete your Personal Information
Object to or restrict our processing of your data
Receive a copy of your data in a portable format
Withdraw consent where processing is based on consent
Opt out of email and/or SMS marketing communications
To exercise these rights, please contact us at [email protected]. We will respond in accordance with applicable law.
10. Children’s Privacy
Our Services are not directed to children under 16. We do not knowingly collect Personal Information from minors. If you believe we have done so, please contact us to request deletion.
11. International Transfers
Your information may be processed or stored outside your country of residence. Where required, we ensure appropriate safeguards (e.g., standard contractual clauses) are in place.
12. Changes to This Policy
We may update this Privacy Policy at any time. When we do, we will revise the “Last updated” date and, where appropriate, notify you (e.g., via email or a notice on our website). Continued use of the Services after changes constitutes acceptance of the updated Policy.
13. Contact Us
If you have questions, concerns, or requests about this Privacy Policy, please contact:
Lmtlss Agency Inc.
Privacy Officer
Email: [email protected]
Address: 8 rue de l'astrolable, QC J9A2w2, Canada