Privacy Policy

1. Introduction

Catalyze Growth Partners (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our website, schedule a review or appointment, or opt in to receive communications from us, including transactional messages (such as appointment reminders) and optional marketing communications.

By using our website or services, or by opting into our communications, you agree to this Privacy Policy and our Terms and Conditions.

2. Information We Collect

Contact Information

We may collect personal information such as your name, email address, phone number, and mailing address when you:

• Submit a form

• Schedule an appointment or review

• Request information

• Communicate with us directly

Appointment and Service Information

If you request or schedule a review, consultation, or other service, we may collect information related to that request, including appointment details and high-level information you voluntarily provide in connection with the review.

Communications and Consent Data

If you opt in to receive SMS or email communications, we collect and maintain records of:

• Your communication preferences

• Consent provided

• Opt-in and opt-out activity

Website Usage and Device Information

We may collect information about how you interact with our website using cookies, pixels, and analytics tools. This information may include:

• IP address

• Browser type

• Pages visited

• Time on site and interaction data

3. How We Use Your Information

We use the information we collect to:

• Provide requested services and respond to inquiries

• Schedule, confirm, and send reminders for appointments or reviews

• Send transactional SMS or email messages related to services you have requested

• Send marketing or educational communications only if you have explicitly opted in

• Improve website functionality, performance, and user experience

• Maintain compliance records related to consent and opt-outs

• Protect our business, users, and systems, including fraud and security monitoring

4. SMS and Email Communications

Transactional Messages

If you provide your phone number and consent, we may send transactional text messages related to services you have requested. These may include appointment confirmations, reminders, and follow-up messages related to a scheduled review.

Marketing Messages

If you separately opt in, we may send marketing or educational messages, such as insights, updates, or information related to financial planning topics. Marketing consent is optional and not required to schedule or attend a review.

Message frequency may vary. Message and data rates may apply.

5. Cookies and Tracking Technologies

We use cookies and similar technologies to understand how visitors use our website and to improve functionality. You can control cookie usage through your browser settings. Disabling cookies may limit certain features of the site.

6. How We Share Your Information

We do not sell your personal information.

We do not share mobile phone numbers, SMS opt-in data, or consent records with third parties or affiliates for marketing or promotional purposes.

We may share information only in the following limited circumstances:

Service Providers

We may share information with trusted third-party service providers who assist us in operating our website and delivering services, such as:

Scheduling and calendar tools

SMS and email delivery platforms

Analytics and website performance tools

These providers are permitted to use information solely to perform services on our behalf.

Legal and Safety Requirements

We may disclose information if required to do so by law or to protect the rights, safety, and security of Catalyze Growth Partners, our users, or others.

Business Transfers

If Catalyze Growth Partners is involved in a merger, acquisition, or asset sale, information may be transferred as part of that transaction. Any successor entity will be required to honor this Privacy Policy.

Explicit SMS Data Protection Statement

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service or messaging platforms, is permitted. All other use cases exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

7. Your Choices

SMS Opt-Out

You may opt out of SMS messages at any time by replying STOP to any message. After you send STOP, you will receive a confirmation and no further SMS messages will be sent unless you opt back in. You may reply HELP for assistance.

Email Opt-Out

You may unsubscribe from marketing emails at any time by clicking the unsubscribe link included in the email.

Access, Correction, and Deletion

You may contact us to request access to, correction of, or deletion of your personal information, subject to applicable laws and regulations.

8. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.

9. Children’s Privacy

Our services are not intended for individuals under the age of 13, and we do not knowingly collect personal information from children.

10. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date.

11. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Catalyze Growth Partners

Address: 38 Cameron Street, Toronto Ontario m5t0c3

Phone: (647) 532-1445

Email: [email protected]