Your data security, privacy, and regulatory compliance are foundational to everything we build. Here is exactly how we protect advisors and clients on the platform.
We apply the same security standards used by major financial institutions to protect every piece of data on the platform.
All data is protected with industry-leading encryption both in transit and at rest.
Security is built into every layer of our application architecture, not bolted on as an afterthought.
Strict access controls ensure only authorized personnel and systems can access sensitive data.
We are actively building toward SOC 2 Type II certification to formalize our security posture.
We follow Canada's Personal Information Protection and Electronic Documents Act to the letter. Your data is never sold, shared, or used beyond its stated purpose.
We collect only the minimum data required to deliver the matching service and verify regulatory compliance.
Clear commitments about what will never happen with your data on this platform.
As a user of our platform, Canadian privacy law guarantees you specific rights regarding your personal information. We make exercising these rights straightforward.
Our platform is designed from the ground up to respect CIRO rules, provincial securities regulations, and CSA guidelines.
Every advisor is cross-referenced against CIRO's public registry. We verify registration status, firm affiliation, and disciplinary history before any profile goes live.
We verify that advisors hold valid registration in the provinces where they claim to operate, ensuring clients only see properly licensed professionals.
Our platform design aligns with Canadian Securities Administrators guidelines on referral arrangements, fee disclosure, and client-advisor relationships.
CFA, CFP, CIM, FCSI, and PFP designations are independently verified with their respective issuing bodies before being displayed on advisor profiles.
CanadaInvesting is a technology platform that facilitates connections. We do not provide investment advice, manage assets, or act as a registered dealer.
Advisors maintain full professional independence. We never influence investment recommendations, fee structures, or client acceptance decisions.
Our platform runs on modern, secure infrastructure with continuous monitoring and automated incident response.
All data is stored and processed on servers located in Canada, ensuring compliance with Canadian data residency expectations.
Redundant infrastructure and automated failover ensure the platform remains available when advisors and clients need it.
Automated monitoring detects anomalies, performance degradation, and security events in real time with immediate alerting.
Continuous database backups with point-in-time recovery ensure no data is lost, even in the event of a system failure.
Code reviews, automated testing, and staged deployment pipelines ensure changes are thoroughly vetted before reaching production.
Documented incident response procedures with defined escalation paths, communication templates, and post-mortem processes.
We retain data only as long as necessary to provide the service and meet legal obligations. You can request deletion at any time.
If you have questions about our security practices, privacy policies, or need to exercise your data rights, reach out directly.
For security concerns, data access requests, privacy complaints, or general trust-related questions, contact us through any of the following channels. We respond to all security and privacy inquiries within 48 hours.
Join Canada's most transparent investment advisor marketplace. Every advisor verified. Every data point protected. Every connection earned.