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Privacy Policy

Last updated: January 27, 2026

Introduction

Prashant Sapkota, FSRA® and Stradmont™ Financial Advisory ("we," "our," or "us") are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

We may collect information that you provide directly to us, including:

  • Personal identification information (name, email address, phone number)
  • Financial information relevant to providing financial advisory services
  • Information you provide when contacting us or scheduling consultations
  • Any other information you choose to provide

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our financial advisory services
  • Respond to your inquiries and provide customer support
  • Send you information about our services and updates
  • Comply with legal obligations and regulatory requirements
  • Protect our rights and prevent fraud

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

  • With your explicit consent
  • To comply with legal obligations or respond to legal requests
  • To protect our rights, privacy, safety, or property
  • With service providers who assist us in operating our business, subject to confidentiality agreements

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure.

Your Rights

You have the right to:

  • Access and receive a copy of your personal information
  • Request correction of inaccurate or incomplete information
  • Request deletion of your personal information, subject to legal and regulatory requirements
  • Object to or restrict the processing of your information
  • Withdraw consent where processing is based on consent

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your experience and analyze website traffic. By using our website, you consent to our use of cookies as described in this policy.

Types of Cookies We Use:

  • Essential Cookies: Required for the website to function properly, including cookie consent preferences.
  • Analytics Cookies: Help us understand how visitors interact with our website through tools like Cloudflare Insights.
  • Functional Cookies: Remember your preferences and settings.

You can control cookies through your browser settings. Please note that disabling cookies may limit some functionality of the website. To withdraw your consent for cookies, you can clear your browser cache or use your browser's cookie management tools.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

  • Client information: Retained for the duration of the advisory relationship plus 7 years as required by financial regulations.
  • Contact inquiries: Retained for up to 2 years or until the inquiry is resolved.
  • Website analytics: Aggregated and anonymized data may be retained indefinitely.
  • Cookie consent records: Retained for 1 year.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us:

Prashant Sapkota, FSRA®

Stradmont™ Financial Advisory

Ontario, Canada