Privacy Policy

When you complete the website contact form, we may collect certain personal information, including:

• your name;
• your email address;
• your telephone number, when provided;
• the nature of your request;
• any information you choose to include in your message.

At this stage, only the information reasonably required to understand your request and communicate with you is requested.

Please do not submit sensitive financial information, your Social Insurance Number, identification documents, or confidential documents through the general website contact form.

The information you provide is primarily used to:

• respond to your request;
• communicate with you;
• better understand your project;
• schedule an appointment;
• guide you toward the appropriate next steps.

Your personal information is not sold or used for advertising purposes.

The website uses a hosted form service within the Marblism environment to send your request by email.

The website itself does not maintain client accounts or an accessible database containing a history of submitted forms.

However, certain technology providers required to operate the website may temporarily process personal information or technical data as part of providing their services.

If your inquiry leads to the opening of a mortgage brokerage application, additional information may be required, including information relating to your income, assets, debts, employment, credit, or real estate project.

This information is collected through the appropriate mortgage process and subject to the required consents.

When your application is processed through Xperto systems, Xperto’s privacy practices also apply. You may consult Xperto’s Privacy Policy for more information about how personal information is handled in connection with its services.

Appointment booking buttons on this website direct you to Calendly, an external service.

No Calendly form or widget is embedded directly into the pages of this website. When you access Calendly or another external service, the information you provide is governed by that provider’s privacy practices.

Certain technology providers may process or store information outside Quebec. Where required by applicable law, appropriate measures must be taken to ensure that personal information receives adequate protection.

As of the last update to this policy, no analytics, targeted advertising, or profiling tools have been intentionally configured on this website.

Certain services required for the operation of the website may nevertheless use technical cookies or automatically process certain technical information, such as an IP address, browser type, or technical data related to the security and operation of the website.

If analytics, advertising, or profiling technologies are added in the future, this policy will be updated and any required consent mechanisms will be implemented, where applicable.

Personal information is retained only for as long as necessary to fulfil the purposes for which it was collected, subject to applicable legal, regulatory, and professional requirements.

Reasonable measures are taken to protect personal information against unauthorized access, use, or disclosure.

When personal information is no longer required and there is no legal obligation requiring its retention, it is securely destroyed.

Subject to the conditions provided by applicable law, you may request:

• access to the personal information held about you;
• correction of inaccurate or incomplete information;
• withdrawal of your consent where permitted;
• deletion of certain personal information where permitted by law;
• access to certain computerized personal information in a structured and commonly used technological format.

For questions or requests regarding information submitted directly through this website, please contact:

For personal information processed through Xperto systems, or to contact Xperto’s Privacy Officer, please contact:

Any question or complaint regarding the protection of your personal information may also be submitted using the contact information above. If you are not satisfied with the response you receive, you may contact the Commission d’accès à l’information du Québec.

This policy may be updated to reflect changes to the website, technologies used, or applicable requirements.

The date of the most recent update will be shown on this page.

Last updated: September 24, 2026