1. Who We Are
Odyssey ONE (“we,” “our,” or “us”) is a Canadian-based financial planning platform that empowers users to build personalized retirement and financial plans without sales pressure.
2. Information We Collect
✍️ Personal Information You Provide
We may collect the following information when you create an account or use the platform:
✅ Name and email address
✅ Age, retirement goals, income details
✅ Investment accounts and assets (e.g., RRSP, TFSA, CPP, OAS)
✅ Login credentials (encrypted)
You control what you enter—we do not collect banking credentials or SIN numbers.
🔍 Automatically Collected Information
We may also collect:
- Device type, browser, IP address
- Pages visited and usage statistics (for improving functionality)
This information is collected via cookies and similar technologies. You can control cookie preferences in your browser settings.
3. How We Use Your Information
We use your information to:
✅ Provide access to Odyssey ONE and its features
✅ Help generate personalized retirement plans
✅ Improve our platform based on user activity
✅ Respond to customer service requests
✅ Send important account or subscription updates
We do not use your data for advertising or sell it to third parties.
4. Data Security
Your data is stored securely in Canada using:
✅ Bank-level encryption
✅ Industry-standard firewalls and safeguards
✅ Secure authentication and limited internal access
We take every reasonable step to protect your personal and financial information.
5. Third-Party Access
We may use trusted third-party service providers (e.g., for hosting, analytics, or payment processing). These providers are contractually obligated to protect your data and cannot use it for any other purpose.
6. Advisor Access (Optional)
If you book a session with a financial planner, your submitted plan and relevant details may be reviewed solely for the purpose of offering guidance. Advisors are bound by professional confidentiality and privacy standards.
7. Your Rights & Choices
You can:
✅ Access and update your account information anytime
✅ Delete your account and data at any time
✅ Contact us with questions or to request data deletion
8. Data Retention
We retain user data for as long as your account is active or as needed to comply with legal obligations. Deleted accounts are permanently removed within 30 days.
9. Changes to This Policy
We may update this policy to reflect changes to our practices or for legal reasons. We’ll notify you by email or a notice on the platform when updates are made.
10. Contact Us
For privacy-related questions, please contact:
📧
privacy@odysseywealth.ca 📬 Odyssey One, 1315 Pickering Parkway Picore Centre I, Suite, suite 300, Pickering, ON L1V 7G5