Privacy Policy

We collect information you provide directly when using our website, including through contact forms, booking requests, and quote inquiries. This may include your name, email address, phone number, and any details you voluntarily share about your financial situation.

If you create an account, we collect your email address and the credentials you use to sign in.

We also collect certain technical information automatically, including your IP address, approximate geographic location (country and city level), browser type, and pages visited. This information is used solely to improve the experience and to route you to the most relevant content.

We use cookies and similar technologies to maintain session state and remember your preferences. You can disable cookies in your browser settings, though some features of the site may not function correctly as a result.

We use the information we collect to:

• Respond to inquiries and consultation requests.
• Schedule bookings and follow up on service requests.
• Provide AI-assisted financial education through our SafeBot feature.
• Improve and personalise your experience on our website.
• Send transactional communications related to your requests.
• Comply with applicable legal obligations.

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

Your data is stored securely using Supabase, a cloud database platform that employs industry-standard encryption at rest and in transit. Access to stored data is restricted to authorised Safe Methods personnel only.

We implement reasonable technical and organisational measures to protect your information against unauthorised access, loss, or disclosure. However, no method of internet transmission or electronic storage is 100% secure, and we cannot guarantee absolute security.

We retain your personal data only as long as necessary to fulfil the purposes described in this policy, or as required by applicable law.

Our website integrates with the following third-party services, each subject to their own privacy policies:

• Calendly — used to schedule consultation bookings. When you book through Calendly, information you provide is handled in accordance with Calendly's Privacy Policy.
• Google Gemini AI — powers our SafeBot assistant. Queries you submit to SafeBot may be processed by Google's Gemini API. We do not send personally identifying information to Gemini; queries are processed as general financial questions only. See Google's privacy policy for details on how API data is handled.

We are not responsible for the privacy practices of third-party services and encourage you to review their policies independently.

Depending on your jurisdiction, you may have the right to access, correct, or request deletion of your personal data. You may also have the right to withdraw consent for certain processing activities.

To exercise any of these rights, please contact us at the address below. We will respond to verified requests within 30 days.

If you are a resident of Ontario or another Canadian province, your rights are governed by the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact us at: