Privacy Policy

Effective Date: July 1st, 2025
Rod Loyola – Financial Advisor
Location: Edmonton, Alberta, Canada
Website: www.rodloyola.ca

Rod Loyola is committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard the personal information you provide through our website and in the course of our financial advisory services.

We may collect the following types of personal information:

• Contact Information: Name, email address, phone number, mailing address.
• Financial Information: Income, financial goals, investment preferences, insurance coverage, tax and retirement information (only collected with your consent).
• Website Usage Data: IP address, browser type, pages visited, time spent on the site, and other analytics through cookies and tracking tools.
• Other Information: Any details you voluntarily provide through our contact forms or consultations.
   

Your personal information may be used to:

• Provide personalized financial advice and planning services.
• Respond to inquiries and communicate with you about your goals.
• Send newsletters, updates, and marketing communications (you may opt-out at any time).
• Comply with legal and regulatory requirements.
• Improve our website, services, and client experience.
   

We do not sell, rent, or trade your personal information to third parties. We may share your information only when:

• Required by law or regulatory bodies.
• Working with trusted service providers (e.g., IT, compliance, email marketing platforms) who are contractually obligated to protect your data.
• You provide explicit consent to share with insurance companies or financial institutions for product recommendations.
   

We implement administrative, technical, and physical safeguards to protect your information. However, no online transmission or storage is 100% secure. We recommend you do not share sensitive personal information via email or unsecured channels.

You have the right to:

• Access and review the personal information we hold about you.
• Correct or update any inaccuracies.
• Withdraw your consent to future communications.
• Request deletion of your personal information, subject to legal and regulatory obligations.
   

To exercise any of these rights, contact us at:
info@rodloyola.ca
780-293-8496

Our website may use cookies and similar technologies to improve user experience, track performance, and for marketing purposes. You can adjust your browser settings to refuse cookies or notify you when they are being used.

Our website may contain links to external sites. We are not responsible for the privacy practices or content of those websites. Please review their privacy policies before providing personal information.

We may update this Privacy Policy from time to time to reflect changes in law or our business practices. The updated version will be posted on this page with a revised effective date.

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact:

Rod Loyola
Financial Advisor
📧 info@rodloyola.ca
📞 780.293.8496
🌐 www.rodloyola.ca