Privacy Policy

Sure Plan Services Inc. (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard data when you visit our website www.csvifp.com (Canadian Super Visa Insurance for Parents).

1. About Us

We are a licensed life insurance agency/broker located in Surrey, BC, Canada, specializing in life insurance and investment services using segregated funds. Our website is designed to provide information and assist clients in purchasing these financial products.

2. Information We Collect

We may collect the following types of information when you use our website:

Personal Information: Name, email, phone number, and other contact details (only if provided voluntarily).
Inquiry Data: Messages submitted via our contact forms.
Website Usage Data: IP address, browser type, and analytics for site performance.

3. How We Use Your Information

We use collected data to:
✅ Assist with inquiries related to life insurance and investment services.
✅ Provide quotes and product recommendations.
✅ Improve website functionality and user experience.
✅ Communicate with potential clients about their insurance needs.

4. No Online Payments

We do not accept any payments through our website. All transactions for insurance and investment services are handled securely offline, following industry regulations.

5. Data Sharing & Third-Party Access

We do not sell, trade, or share your personal data with third parties for marketing purposes.
We may use third-party tools (e.g., website analytics) to improve our services, but no sensitive client information is shared.

6. Data Protection & Security

We take reasonable steps to protect your data from unauthorized access, loss, or misuse. However, as our website is for informational purposes only, we recommend contacting us directly for any confidential discussions.

7. Your Privacy Choices

You can:
✔ Request to update or delete your personal information.
✔ Opt-out of marketing emails by contacting us.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with the revised effective date.

9. Contact Us

For any privacy-related inquiries, please reach out to:

📩 Email: ckalia@experiorfinancial.ca
📍 Business Address: 7485 130 St, Surrey, BC, Canada
📞 Phone: 672-699-1155

By using www.csvifp.com, you agree to this Privacy Policy.