Privacy Policy

1. Who We Are

Ansid (operated by AnsidCFO Inc.) is a financial services firm providing fractional CFO services, automated finance operations, and financial intelligence to businesses across Canada and the United States. Our registered address is 4230 Sherwoodtowne Blvd., Suite 200, Mississauga, ON L4Z 2G6, Canada.

This Privacy Policy explains how we collect, use, disclose, and protect personal information in connection with our website and services, and your rights regarding that information.

2. Information We Collect

We collect information in the following ways:

Information you provide directly

When you submit a contact form, book a diagnostic call, or otherwise communicate with us, we collect your name, email address, company name, phone number, and any other information you choose to provide. This is processed through HubSpot CRM.

Automatically collected information

When you visit our website, we automatically collect certain technical information including IP address, browser type and version, pages visited, time spent on pages, referring URL, and device information. This information is collected through cookies and similar tracking technologies.

Client service information

In the course of providing services, we collect financial and operational data necessary to deliver our finance operating model. This is governed by our service agreement with each client and is handled with strict confidentiality obligations.

3. How We Use Your Information

We use the information we collect to:

• —Respond to your inquiries and schedule diagnostic calls
• —Deliver and improve our financial services
• —Send relevant communications about our services, insights, and updates (with your consent)
• —Maintain and improve our website and user experience
• —Comply with legal and regulatory obligations
• —Protect against fraud, unauthorized access, and other security risks

We do not sell your personal information to third parties. We do not use your information for automated decision-making that produces legal or similarly significant effects.

4. Legal Basis for Processing (PIPEDA / CASL)

We process personal information in accordance with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation. Our legal bases for processing are:

• —Consent: where you have provided explicit consent, such as subscribing to our insights or submitting a contact form
• —Contract: where processing is necessary to fulfill a service agreement with you
• —Legitimate interests: for analytics, security, and service improvement, balanced against your privacy rights
• —Legal obligation: where required by applicable law

5. Cookies and Tracking

Our website uses cookies and similar technologies. These include:

• —Strictly necessary cookies: required for the website to function and cannot be disabled
• —Analytics cookies: help us understand how visitors interact with our site (e.g., Google Analytics)
• —Marketing cookies: used to track visitors across websites and display relevant advertising (e.g., HubSpot)

You can control non-essential cookies through your browser settings. Note that disabling certain cookies may affect website functionality.

6. Third-Party Services

We use the following third-party services that may process your data:

• —HubSpot (CRM and marketing automation): contact form submissions and email communications
• —Vercel (website hosting): website delivery and performance
• —Google Analytics (optional): website usage analytics

Each of these providers has its own privacy policy governing their use of your data. We select providers that meet appropriate data protection standards.

7. Data Retention

We retain contact and inquiry data for as long as necessary to fulfill the purpose for which it was collected and to comply with legal obligations. Client service data is retained for a minimum of seven years to meet professional and regulatory standards. You may request deletion of your personal information at any time, subject to legal retention requirements.

8. Cross-Border Data Transfers

Ansid operates in Canada and the United States. Some of our service providers process data outside Canada. Where personal information is transferred internationally, we ensure that appropriate protections are in place consistent with PIPEDA requirements and applicable law.

9. Your Rights

Under applicable Canadian privacy law, you have the right to:

• —Access the personal information we hold about you
• —Request correction of inaccurate or incomplete information
• —Withdraw consent for processing based on consent
• —Request deletion of your personal information (subject to legal retention obligations)
• —Lodge a complaint with the Office of the Privacy Commissioner of Canada

To exercise these rights, contact us at the details below.

10. Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, and destruction. These include encrypted data transmission, access controls, and regular security reviews. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on this page with a revised date. Your continued use of our website or services after changes are posted constitutes your acceptance of the updated policy.

12. Contact Us

For any questions, concerns, or requests related to this Privacy Policy or your personal information, please contact: