Privacy Policy
Last updated on 8-Nov-2025
This privacy policy (“Policy”) describes how the personally identifiable information (“Personal Information”) you may provide on the solis-financial.com website (“Website” or “Service”) and any of its related products and services (collectively, “Services”) is collected, protected, and used. It also describes the choices available to you regarding our use of your Personal Information and how you can access and update this information. This Policy is a legally binding agreement between you (“User”, “you” or “your”) and Mark Solis/SFS Advisory Group Ltd. (“Solis Financial”, “we”, “us” or “our”).
1. Information We Collect
1.1 Personal Information
We may collect certain personally identifiable information (“Personal Information”), such as your name, email address, phone number, and other contact details that you voluntarily provide to us. This may occur when you register for an account, subscribe to our newsletter, complete a contact form, or otherwise communicate with us through the website.
1.2 Usage Information
When you visit the website, certain information is collected automatically. This may include your IP address, browser type, device information, operating system, referring URLs, pages visited, and the dates and times of your access. This information is collected to help us understand how visitors use the website, maintain security, detect potential abuse, and improve the overall user experience.
2. How We Use Your Information
We may use the information we collect for the following purposes:
To operate and maintain the Website and Services — including providing access, functionality, and security.
To communicate with you — such as responding to inquiries, providing updates about your account, or delivering information about our products and services.
To send newsletters and promotional communications — if you have opted in to receive them. You may unsubscribe at any time by following the instructions included in each email.
To improve the Website and Services — including analyzing usage patterns, monitoring performance, and enhancing the user experience.
To comply with legal obligations and enforce our policies — such as preventing fraud, ensuring compliance with applicable laws, and protecting our rights and those of our users.
3. Sharing Your Information
We do not sell, rent, or trade your Personal Information to third parties without your consent. We may, however, share information with trusted third-party service providers who assist us in operating the Website, delivering Services, or conducting our business.
These third parties are authorized to use your information only as necessary to perform services on our behalf and are required to protect your information in accordance with this Privacy Policy.
We may also disclose Personal Information when required by law or in the good-faith belief that such action is necessary to:
Comply with a legal obligation or government request;
Protect our rights or property;
Prevent or investigate possible wrongdoing related to the Website or Services; or
Protect the personal safety of users or the public.
4. Cookies and Similar Technologies
We use cookies and similar technologies to enhance your experience, analyze website traffic, and support the functionality of the Website and Services. A cookie is a small data file that is placed on your device when you visit our site. Cookies help us remember your preferences, improve performance, and provide a more personalized browsing experience.
You can choose to accept or decline cookies through your browser settings. Most browsers automatically accept cookies, but you can usually modify your settings to decline them if you prefer. Please note that disabling cookies may affect the availability or functionality of certain parts of the Website.
We may also use third-party tools, such as Google Analytics or Meta Pixel, to collect statistical information about how visitors use our site. These tools use cookies and similar technologies in accordance with their own privacy policies.
5. Your Choices
You have certain choices regarding how we use and store your Personal Information.
Email Communications: You may manage your subscription preferences at any time by following the “unsubscribe” link in our emails or by contacting us directly.
Access and Updates: You may contact us to review, correct, or update the Personal Information we hold about you.
Deletion Requests: You may request that we delete your Personal Information, subject to any legal or regulatory obligations that require us to retain certain records.
Cookie Preferences: You can manage or disable cookies through your browser settings as described in Section 4.
We will make reasonable efforts to respond to your requests promptly and in accordance with applicable privacy laws.
6. Security
We take reasonable administrative, technical, and physical measures to protect your Personal Information from unauthorized access, use, or disclosure. This includes maintaining secure servers, encryption where appropriate, and restricted access to personal data within our organization.
However, please note that no method of transmission over the Internet or method of electronic storage is completely secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.
In the event of a data breach or unauthorized access, we will take reasonable steps to investigate the situation, notify affected individuals if required by law, and work to prevent future occurrences.
7. Children's Privacy
Our Website and Services are not directed toward individuals under the age of 18, and we do not knowingly collect Personal Information from minors. If you are under the age of 18, please do not submit any Personal Information through the Website or Services.
If we become aware that a child under 18 has provided us with Personal Information, we will take reasonable steps to delete such information from our records. If you believe that a minor has provided us with Personal Information, please contact us immediately at info@solis-financial.com.
8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or for other operational reasons. Any updates will be posted on this page with a revised “Last Updated” date.
We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information. Your continued use of the Website and Services after any modifications are posted constitutes your acknowledgment of the updated Privacy Policy and your agreement to be bound by its terms.
9. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:
Email: info@solis-financial.com
Business Name: SFS Advisory Group Ltd.
Location: Mississauga, Ontario, Canada
We will make reasonable efforts to respond promptly and address your inquiry in accordance with applicable privacy laws.