Privacy Policy

1. Introduction

ClearVu Finance Inc. ("ClearVu," "we," "us," or "our") is a professional services firm specializing in fractional CFO and integrated bookkeeping services, headquartered in Kirkland, Quebec, Canada. We are committed to protecting the privacy and security of personal information entrusted to us.

This Privacy Policy describes how we collect, use, disclose, and safeguard your personal information when you visit our website at clearvufinance.com (the "Site"), submit inquiries through our contact form, or otherwise interact with us. By using the Site, you acknowledge that you have read and understood this policy.

2. Information We Collect

Information you provide directly

When you submit an inquiry through our contact form, we collect the following information:

• First name and last name
• Company name
• Email address
• Phone number (optional)
• Area of interest (selected from predefined options)
• A description of your business and current situation
• Your consent preferences regarding marketing communications and data processing

Information collected automatically

When you visit the Site, certain technical information may be collected automatically, including:

• IP address
• Browser type and version
• Pages visited and time spent on the Site
• Referring URL
• Device type and operating system

3. How We Use Your Information

We use the personal information we collect for the following purposes:

• To respond to your inquiry and assess whether our services are a fit for your needs
• To communicate with you regarding our services, where you have provided consent
• To administer and improve the Site
• To protect the Site from spam, fraud, and abuse through automated security tools
• To comply with applicable legal and regulatory obligations

We will not use your personal information for purposes materially different from those described above without first obtaining your consent.

4. Legal Basis for Processing

We process your personal information on the following legal bases:

• Consent: When you submit our contact form, you explicitly consent to the storage and processing of your personal data. If you opt in to marketing communications, we rely on your consent to send those communications.
• Legitimate interest: We may process certain technical data (such as IP addresses) to maintain the security and proper functioning of the Site.
• Legal obligation: We may process personal information where required to comply with applicable laws.

5. Third-Party Service Providers

We use the following third-party services in connection with the Site and our contact form. Each processes personal data on our behalf and is subject to its own privacy policy:

• HubSpot, Inc. — Customer relationship management (CRM) platform. Contact form submissions, including your name, email, company, and consent preferences, are stored in HubSpot. HubSpot Privacy Policy
• Google LLC (reCAPTCHA v3) — Automated spam and abuse protection. reCAPTCHA collects technical data (hardware and software information, browser data) to assess whether a form submission is legitimate. Google Privacy Policy
• Vercel Inc. — Website hosting and serverless infrastructure. Vercel processes requests to the Site and our form submission endpoint. Vercel Privacy Policy

We do not sell, rent, or trade your personal information to any third party for marketing or other purposes.

6. Cookies and Tracking Technologies

The Site uses cookies and similar technologies in a limited capacity. Google reCAPTCHA may set cookies to assess visitor behaviour for spam prevention purposes. We do not use advertising cookies or third-party tracking tools for marketing purposes on the Site.

You can control cookie settings through your browser preferences. Disabling cookies may affect the functionality of the contact form.

7. Data Retention

We retain personal information collected through the contact form for as long as necessary to fulfill the purpose for which it was collected, maintain our business relationship, and comply with legal obligations. If you request deletion of your data, we will process your request in accordance with applicable law, subject to any legal retention requirements.

8. Data Security

We implement reasonable administrative, technical, and organizational measures to protect personal information against unauthorized access, alteration, disclosure, or destruction. These measures include the use of encrypted connections (HTTPS), server-side validation of form submissions, and access controls on our CRM platform.

No method of transmission over the Internet or electronic storage is completely secure. While we strive to protect your personal information, we cannot guarantee its absolute security.

9. Your Rights

Depending on your jurisdiction, you may have certain rights with respect to your personal information, including:

• Access: The right to request a copy of the personal information we hold about you.
• Correction: The right to request that we correct inaccurate or incomplete personal information.
• Deletion: The right to request that we delete your personal information, subject to applicable legal requirements.
• Withdrawal of consent: The right to withdraw your consent to the processing of your personal information at any time. Withdrawal does not affect the lawfulness of processing carried out prior to withdrawal.
• Unsubscribe: The right to opt out of marketing communications at any time by using the unsubscribe link included in each email or by contacting us directly.

To exercise any of these rights, please contact us using the information provided in Section 12 below. We will respond to your request within the timeframe required by applicable law.

10. Canadian Privacy Law

ClearVu Finance is subject to the Personal Information Protection and Electronic Documents Act (PIPEDA) and Quebec's Act respecting the protection of personal information in the private sector (Quebec Law 25). We are committed to compliance with these laws, including the principles of accountability, consent, limited collection, accuracy, safeguarding, openness, and individual access.

If you are located in the European Economic Area, the United Kingdom, or another jurisdiction with data protection laws, we process your data in accordance with the applicable requirements, including the General Data Protection Regulation (GDPR) where applicable.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make material changes, we will update the "Last updated" date at the top of this page. We encourage you to review this policy periodically.

12. Contact Us

If you have questions about this Privacy Policy, wish to exercise your privacy rights, or have concerns about how your personal information is handled, please contact us:

ClearVu Finance Inc.
Montreal, Quebec, Canada
Email: info@clearvufinance.com