Privacy Policy (BK Financial Services)

Privacy Policy – Boris Kolodner Financial Services (BK Financial Services)
Last updated: May 25, 2026

1) Purpose of this policy

Boris Kolodner Financial Services (“BK Financial Services”, “we”, “us”) is committed to protecting your personal information and handling it responsibly and in compliance with applicable privacy laws.

This Privacy Policy explains what information we collect, how we use it, how we protect it, and your rights.

2) Your consent

By using our website, submitting a form, booking a consultation, or communicating with us, you consent to the collection, use, and disclosure of your personal information as described in this policy, subject to your right to withdraw consent where applicable.

3) Information we collect

We may collect the following categories of information:

A. Information you provide voluntarily

• Name, email address, phone number
• Information you include in contact/booking forms (message, preferred dates, goals)
• Documents or data you choose to share for planning purposes (e.g., notices, statements), if applicable
• Online forms & appointment booking (Amelia). When you contact us through the website form, we collect your name, email, phone number, and message. When you book a consultation through our online calendar (Amelia), we collect your name and contact details, your selected date/time, and any notes you choose to include for the appointment.

B. Information collected automatically

• IP address, browser type, device identifiers, pages visited, dates/times, referring pages
• Cookies and similar technologies (see section 6)

C. Comments (if enabled)

If you leave a comment on our website, we may collect the data shown in the comment form, your IP address, and browser user-agent string to help with spam detection. An anonymized string (hash) created from your email address may be provided to Gravatar to see if you use the service; your profile picture may be visible publicly next to your comment once approved.

4) How we use your information

We use personal information to:

• Respond to inquiries and provide consultations/services
• Schedule appointments, confirmations, reminders, and follow-ups
• Maintain client records and comply with legal/regulatory obligations
• Improve our website and user experience (analytics, performance, security)
• Send information or marketing communications only where permitted and/or with your consent
• To manage consultation bookings (Amelia), send booking confirmations by email, and handle rescheduling/cancellations.

5) Sharing of personal information

We do not sell your personal information.

We may share information with:

• Service providers (e.g., website hosting, scheduling tools, email systems, analytics) who process data on our behalf under confidentiality obligations
• Professional advisors (e.g., legal/accounting) where required for compliance
• Authorities where required by law or to protect rights, safety, or prevent fraud

Appointment booking tool (Amelia).

We use the Amelia scheduling plugin on our WordPress website to manage appointments. Booking data is stored in our website’s system and is used only for scheduling and communication related to your appointment.Email-only notices.

Email-only notices. 

At this time, we send booking-related notices by email only (no SMS marketing). If SMS reminders are introduced in the future, we will request consent and update this policy accordingly.

6) Cookies (“cookies” / “témoins”)

Cookies are small text files used to make your browsing experience more efficient and to help us understand site usage.

We may use:

• Strictly necessary cookies (for core website functionality)
• Analytics cookies (to measure traffic and performance)
• Preference cookies (to remember settings)

You can manage cookies through your browser settings. Some features may not work properly if cookies are disabled.

7) Embedded content from other websites

Pages on our site may include embedded content (e.g., videos, images, articles). Embedded content behaves the same way as if you visited the other website directly. Those sites may collect data, use cookies, and track your interaction.

Calendar integration (not currently enabled).

We do not currently sync bookings to Google Calendar. If internal calendar synchronization is enabled in the future for scheduling purposes, booking details may appear in Boris Kolodner’s calendar account. Clients will not have access to that calendar. We will update this policy if such integration is activated. 

8) Media uploads (if applicable)

If you upload images to the website (if that feature exists), avoid uploading images with embedded location data (EXIF GPS), as visitors may be able to extract that information.

9) Retention of information

We retain personal information only as long as necessary for the purposes described above, including legal, accounting, and regulatory requirements.

If comments are enabled, comments and related metadata may be retained to recognize and approve follow-up comments automatically.

10) Security measures

We maintain safeguards to protect personal information against loss, theft, and unauthorized access, use, disclosure, or modification. These may include:

• Organizational measures (access controls, policies, staff training)
• Technical measures (password protection, encryption where appropriate, firewalls)
• Physical measures (restricted access where applicable)

11) Your rights

Depending on applicable laws, you may have the right to:

• Access your personal information
• Request corrections
• Withdraw consent (where applicable)
• Request deletion, subject to legal retention requirements
• Request information about automated decision-making (if any)
• Request portability of certain computerized personal information (where applicable)

12) Contact (Privacy)

To ask questions or make a privacy request, contact:

Boris Kolodner Financial Services – Privacy Contact

Email: contact@bkfinancialservices.ca
Phone: +1 (514) 834-5558