Privacy Policy

When you fill out a form on this website, book a meeting, or contact us, we may collect your name, email address, phone number, business name, and the details you choose to share about your financial situation or questions. We also collect basic website usage information (such as which pages are visited) to understand how the site is used.

We use the information you provide to:

• Respond to your questions and requests
• Book and prepare for meetings you ask for
• Send you the follow-up emails or text messages you have agreed to receive, such as appointment reminders or information you requested
• Improve our website and services

We only contact you in the ways you have agreed to, and we do not send marketing messages without your consent.

Your mobile phone number and text messaging contact information will not be shared with or sold to any third party for marketing or promotional purposes. We use your phone number only to communicate with you directly about the services you have asked for — for example, confirming or reminding you about a meeting you booked.

Text messages are sent only to people who have given us their number and agreed to hear from us. Message and data rates may apply depending on your mobile plan.

You can stop hearing from us at any time:

• Text messages: reply STOP to any text message from us and we will stop texting you. Reply START if you ever want to resume.
• Emails: click the unsubscribe link at the bottom of any email, or visit our unsubscribe page.
• Any communication: email Support@thompsonpollock.com or call 905-243-6328 and ask to be removed.

Access to your information is limited to our team members who need it to serve you. We do not sell your personal information to anyone. Information you share in preparation for insurance or investment applications is handled in confidence and used only to provide the advice and services you requested.

If you have any questions about this policy or how your information is handled, contact us at Support@thompsonpollock.com or 905-243-6328.