Last updated: November 11, 2026
This Privacy Policy explains how AdvisorPro ("AdvisorPro," "we," "us") collects, uses, discloses, stores and protects personal information when you visit this website, use its tools, or send a request to be connected with a licensed insurance advisor.
AdvisorPro is an educational website and referral service. It is not an insurance broker, agent or insurer, and it does not give insurance advice, provide quotes or sell insurance.
We handle personal information in line with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and, where they apply to you, the privacy laws of Alberta, British Columbia and Québec. By using this site you acknowledge this policy. Where the law requires your consent, we ask for it separately, before your request is shared.
We are responsible for the personal information in our custody or control, including information we pass to others to handle on our behalf. We have designated a person to oversee how we follow this policy and the law. You can reach them at hello@advisorpro.ca. In Québec, this person is the person in charge of the protection of personal information.
We collect only what we need for the purposes in section 5. Depending on how you use the site, that can include:
We do not ask for your Social Insurance Number, bank or payment card details, passwords, government ID numbers, medical records or diagnoses. Please do not put any of these in the note field or in a message to us. The advisor you speak with will tell you what they need and how they will collect it.
We use personal information to:
We do not sell, rent or trade your personal information. We do not use it for advertising, and we do not build marketing profiles. A person at AdvisorPro reviews requests and decides who to refer them to; we do not use automated decision-making that has a significant effect on you. We will not use your information for a new purpose without telling you and, where required, asking for your consent first.
We rely on your express consent to collect, use and share your request information. You give it by ticking the consent box on the request screen, which is never ticked for you. You can use the educational parts of the site, including the guides and calculators, without giving us any personal information.
You can withdraw your consent at any time, subject to legal or contractual restrictions, by contacting us at the address in section 15. If you withdraw, we will stop using and sharing your information for the withdrawn purpose, although we cannot take back information an advisor has already received. You would need to ask that advisor directly. Withdrawing may mean we can no longer connect you with an advisor.
If you share information about another person, such as a family member or co-applicant, you confirm that you have their permission to do so.
We share personal information only in these ways:
We and our service providers may store and process information in Canada and in other countries, including the United States. When information is outside Canada, it is subject to the laws of that country and may be accessed by its courts, law enforcement and national security authorities. We use contracts and safeguards to protect it. If you live in Québec, we assess the risks before transferring your information outside Québec and will tell you if you ask.
We keep request information, including contact details, answers and any calculator numbers you included, for up to 24 months after you send your request, and then delete or anonymize it. We keep records of your consent, privacy requests and complaints, and the information needed to defend or deal with them, for up to seven years. We may keep information longer if the law requires it or if it is needed for an ongoing dispute or investigation. Technical logs are kept only as long as needed for security and troubleshooting. If you ask us to delete your information, we will do so unless we are required or permitted to keep it, and we will tell you if that is the case.
We protect personal information with safeguards that fit how sensitive it is, including encrypted connections (HTTPS), individual staff accounts with role-based access, activity logs, and restricted access to the inbox where requests are delivered. Staff who handle requests must keep them confidential. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
If a breach of security safeguards involving your personal information creates a real risk of significant harm, or, in Québec, a risk of serious injury, we will notify you and the privacy regulator as the law requires, and we will keep a record of every breach.
Subject to the limits in the law, you can ask us to:
Send your request to hello@advisorpro.ca. We may need to confirm your identity first so we do not give your information to the wrong person. We aim to respond within 30 days. We normally do not charge for this. If we cannot fully meet a request, we will explain why.
The site uses only what it needs to work, such as keeping a staff member signed in or remembering a choice while you use a page. We do not use advertising or cross-site tracking cookies. The site's typefaces are loaded from Google Fonts, so when a page loads your browser contacts Google's servers, which receive your IP address and browser details; Google handles that information under its own privacy policy. If we add tools that go beyond what the site needs, we will update this policy and ask for your consent where the law requires it. Most browsers let you block or delete cookies and local storage, but parts of the site may then not work.
We keep simple visit counts so we can see which pages are read, how far people get in the request form and which sites send visitors here (for example a search engine or a social network). Each count is a running total: it holds no name, email address, IP address or anything else that identifies you, and it is not shared with anyone or used for advertising. To count a visit once, your browser keeps a short note (a source word such as "google") for as long as the tab is open; it is cleared when you close the tab. If you send a request, we keep which source it came from with the request, so we can see which pages lead to requests.
Calculators and other tools work in your browser from the numbers you enter. Those numbers are not sent to us or saved unless you choose to include them with a request.
The site may link to other websites, including advisor and regulator sites. We do not control them and are not responsible for their privacy practices. Read their policies before sharing information.
The site is meant for adults. It is not directed at children, and we do not knowingly collect information from anyone under the age of majority in their province or territory (and in Québec, anyone under 14 without a parent's or guardian's consent). If you think a child has sent us information, contact us and we will delete it.
For any privacy question, request or concern, email hello@advisorpro.ca. Please describe what you need and how to reach you. We will acknowledge your message promptly and respond within 30 days.
If we have not resolved your concern, you can complain to the Office of the Privacy Commissioner of Canada (priv.gc.ca). Depending on where you live, you can also contact the Office of the Information and Privacy Commissioner of Alberta (oipc.ab.ca), the Office of the Information and Privacy Commissioner for British Columbia (oipc.bc.ca) or the Commission d'accès à l'information du Québec (cai.gouv.qc.ca).
If you ask for AdvisorPro's monthly email, we collect your email address and keep a record of your consent: the wording you agreed to, when, and the page you were on. We use it only to send that email (new guides and articles) and the one confirmation message you need to click to start. We do not use it to pass you to an advisor, and we do not share it with advisors or anyone else except the service that delivers our email.
You are only added after you confirm from the link in that first message. Every email includes our mailing address and an unsubscribe link that works straight away. You can also ask us to remove you at the address in section 15. After you unsubscribe we keep your address on a do-not-email list, so you are not added again by mistake, until you ask us to delete it.
We may update this policy from time to time. The date at the top shows the latest version. If we make a material change to how we use or share personal information, we will give you notice, for example on this site, and where the law requires it, ask for your consent again. The policy that applies to your request is the version in effect when you sent it.