Privacy Policy
McLean Capital is committed to protecting your privacy and personal information.
This Privacy Policy is intended to inform you about our privacy practices and how we protect your personal information, including how we collect, use and disclose your personal information. Your privacy is of great importance to McLean Capital. We take seriously our responsibility to protect personal information and ensure the confidentiality and security of the data that our customers, potential customers, staff and partners entrust to us.
This Privacy Policy applies whenever you interact with us, whether by visiting our website, viewing our written or electronic communications, contacting us for information, or providing confidential information to any of the members from our team, unless we have provided you with a separate privacy policy, for example if you are a client of McLean Capital.
Please read this privacy policy carefully. By submitting your personal information to us, using our site and online tools, or voluntarily interacting with us, you consent to the collection, use and disclosure of your personal information in accordance with this privacy policy, as only revised from time to time.
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1. Your consent
McLean Capital may collect, use, store and sometimes disclose the personal information you share with us with your consent.
How we obtain your consent depends on the circumstances and the sensitivity of the information collected. Unless the law requires a specific form of consent, your consent may be express or implied, depending on the circumstances and the sensitivity of the personal information in question.
If you choose to provide us with personal information, we assume that you consent to the collection and use of your personal information.
Generally, we will ask for your consent when collecting your personal information. Where we wish to use your personal information for a purpose that was not stated at the time of collection, we will seek your consent before using that information for that new purpose. You can withdraw your consent at any time by contacting us using the contact details provided in the “Contact” section.
However, before implementing the withdrawal of your consent, we may require proof of your identity.
If you provide us with personal information about another person, you are responsible for obtaining that person's consent to allow us to collect, use and disclose their information as described in this Privacy Policy.
You also have the right to modify your personal information.
We are committed to maintaining the accuracy, completeness and timeliness of your personal data. We will not routinely update your information unless necessary. We rely on you to provide us with occasional updates of your information when required.
You may submit a written request to access the personal information we have collected or used. We will provide you with this information to the extent permitted by law. You also have the right to contest the accuracy or completeness of personal data concerning you. If you demonstrate that the information we hold is incorrect or incomplete, we will make the necessary changes according to your instructions.
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2. How we collect information
On our website, we collect various types of personal and technical information to improve our services and your user experience. Here's how we collect and use it:
1. Contact form: When you contact us via telephone, email or our online form to inquire about our services, we collect your first name, last name, email address, telephone number, and other information you may provide in your message.
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2. Social Media: We have access to the content you post on our social media pages and communities.
3. Technical Information: When using our Services, we may collect technical information such as your unique device identifier, details of the device used, your browser, operating system, as well as the date and time of access to our site.
4. Cookies and similar technologies: We may use cookies and similar technologies. You can refuse cookies by changing your browser settings.
5. Advertising and analytics: We collect your IP address and browser type automatically. We may also use third parties to place advertisements on other sites. The use of cookies by these third parties is governed by their own privacy policies. We may also use analytics tools, such as Google Analytics, to collect non-personal usage information.
6. Other Interactions: For those who interact with us in person, by telephone, email, social media or otherwise, including to obtain assistance or information about our services, we collect the information you provide to us.
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3. Uses of your data
We process your personal information primarily to provide and improve our services to you, as well as to fulfill our legal obligations.
Here is how we use this information:
1. To provide and improve our website and services.
2. To be able to communicate with you.
3. Monitoring and development: We monitor and develop our services to better meet the needs of our users.
4. Legal obligations: we use your data to meet our legal obligations.
We also undertake to use your information only for purposes for which we have your consent, as well as in other cases permitted or required by law.
It is important to clarify that we do not use your personal information to advertise third party products or services.
4. Sharing your data
As part of the data collected, we may share your personal information with our partners, as well as to meet legal obligations.
When we pass data to partners, we ensure that they adhere to our privacy policy, maintain the confidentiality and security of your information, and use your information only as specified. We also require that they destroy your personal information once it is no longer needed for these restricted purposes, although they may retain aggregated, anonymized or statistical data that is not personally identifiable.
We prohibit our service providers from disclosing your personal information to unauthorized third parties or using it for direct marketing. For more information on these providers, do not hesitate to contact us via the contact details provided in our “Contact” section.
Here is a non-exhaustive list of our partners who may process your personal data:
Alphabet (Google and YouTube)
We may also use and share your personal information to comply with applicable laws, in connection with legal proceedings, requests from public and governmental authorities, the execution of the terms and conditions of our agreements and the protection of our operations and our rights and those of others.
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5. To not receive communications
We generally do not send “marketing” emails, but it is possible for us to contact you for communications about our services. If you do not wish to receive emails from us, please write to us at info@mcleancapital.ca.
6. Security and data retention
We have implemented various security measures to protect your personal information against loss, theft, unauthorized access or inappropriate use. These measures also include access restrictions: only those members of our staff who need access to your personal information to perform their professional functions are authorized to do so. This policy aims to restrict access to your data to only those employees who have a legitimate reason to view it.
It is important to emphasize that no information security method is completely foolproof. Although we strive to protect your information, we cannot ensure complete security. If you suspect that your interaction with us has been compromised, we encourage you to contact us immediately via the contact details available in our “Contact” section or by writing to us at info@mcleancapital.ca
We will retain your data as permitted or required by law.
7. Data storage
For our clients’ confidential data:
The data is generally stored in Quebec. Some data (generally less sensitive) may be processed and stored in highly secure servers in the United States.
For the website:
We use Wix services to manage our website. Wix stores website data information in data centers located in the United States, Ireland, Japan and Israel. Wix also uses third-party processors worldwide, so personal information may be processed in other countries.
Data stored outside of Canada is governed by the laws of the country where it is located, and may be subject to governmental or judicial disclosures.
8. Third Party Privacy Policies
This privacy policy applies to McLean Capital and not to third party websites or services.
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9. Information relating to minors
If you are under the legal age of majority in your country of residence, please do not submit personal data to us without the explicit permission of a parent or legal guardian.
If you are a parent or guardian and discover that your children have submitted their personal information to our service, we invite you to contact us. In the event that we find that we have collected sensitive personal data from children without first obtaining parental consent, we undertake to delete this information from our servers.
10. Changes to the Privacy Policy
McLean Capital may change its privacy policy at any time. Unless otherwise stated, these changes will be effective immediately upon posting on our site or announcement through another communication channel. We assume that your continued use of our services after this notice implies that you have read, accepted and agree to comply with the new updated terms and policies.
11. Contact us
If you have any questions about this privacy policy or our privacy practices, please contact us at: info@mcleancapital.ca
The person responsible for our privacy policy:
Lauren McLean, Chief Compliance Officer and Portfolio Manager
Last updated: June 2024
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