Privacy Policy

Who we are

Chalomii Insurance and Investments ("Chalomii", "we", "us") provides life insurance guidance in Ontario. This policy explains how we handle personal information collected through this website.

Information we collect

Information you provide through forms, such as your name, email address, phone number, the topic of your inquiry, and any message you choose to send.

Technical information such as pages visited, referring website, and campaign (UTM) parameters, collected to understand how visitors find us.

We do not request medical, SIN, or banking information through this website.

How we use it

To respond to your inquiry and arrange a coverage review.

To improve our website and understand which resources are helpful.

To send educational emails or updates only if you have opted in. You may unsubscribe at any time.

SMS / text messaging

If you provide your phone number, we may contact you by text message about your inquiry. Message and data rates may apply. Reply STOP to opt out at any time or HELP for help. Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.

Sharing

We do not sell your personal information. We may share information with service providers that help us operate (such as our CRM and website hosting), and with insurers only when you choose to apply for coverage.

Retention and security

We keep personal information only as long as needed for the purposes above or as required by law, and use reasonable safeguards to protect it.

Your rights

You may request access to, correction of, or deletion of your personal information, subject to legal requirements, by contacting us through our contact page.

Changes

We may update this policy from time to time. The "last updated" date above reflects the latest version.