01Who is responsible
This site is operated by Carl Denis, Financial Security Advisor, a representative affiliated with iA Financial Group.
Carl Denis is the person in charge of protecting the personal information collected through this site. For any question or request:
02Information collected
When you fill out the “Get a call back” form, I collect:
- your full name and email address;
- your phone number, if you provide it;
- the subject of your request, and your preferred contact method and time;
- any details you choose to add;
- your consent, your optional consent to receive information (email or text message), the site language, and the page, date and time of submission;
- how you reached the site, if you arrive through an ad or a campaign link (“utm” parameters, Google or Meta click identifiers).
If you email or call me, I collect the information you choose to share.
The site’s host also keeps standard technical logs (IP address, browser type, pages viewed) to keep the site running and secure.
Please do not send any medical information through the form or by email. We can discuss it in person if needed.
03Why I use it
Your information is used only to:
- respond to your request and reach you the way you prefer;
- schedule a first conversation and follow up on it;
- keep the site secure and prevent abusive submissions;
- only with your consent: measure site traffic and ad performance, and send you information if you agreed to it.
I never sell, rent or trade your information.
04Your consent
By checking the consent box on the form, you agree that I may contact you about your request. The exact wording you accepted is kept with your request.
The “I agree to receive information” box is separate, optional and never pre-checked.
You may withdraw your consent at any time: “Manage cookies” link at the bottom of every page, unsubscribe link in emails, reply “STOP” to text messages, or write to carl.denis@agc.ia.ca.
05Who can access it
Your information is accessible to Carl Denis. To process your request, I use service providers who access it only as needed for their mandate:
- GoHighLevel (LeadConnector): customer relationship management software where form requests are recorded;
- Cloudflare: website hosting, forwarding form requests and protecting against bots (Turnstile);
- Google (Google Analytics, Google Ads) and Meta (Facebook, Instagram): analytics and advertising, only if you accept.
These providers may store information outside Quebec, including in the United States.
If you become a client, the information needed to analyze your needs and manage your contracts is also processed by iA Financial Group, under its own privacy policy, available at ia.ca.
06Cookies and technologies
Cookies and similar technologies that can identify you, locate you or build a profile are off by default. They are only turned on if you accept them in the consent banner.
- Essential (always on): remembering your consent choice, showing the welcome animation only once, keeping campaign information for your visit, and protecting the form against bots.
- Analytics (if accepted): Google Analytics, for visit statistics.
- Advertising (if accepted): Google Ads and the Meta pixel, to measure requests coming from my ads and show you relevant ads.
Until you accept, none of these tags is loaded and no data is sent to Google or Meta. You can change your choice at any time with the “Manage cookies” link at the bottom of every page.
Fonts are hosted on the site itself. Links to other sites (Facebook, Google Maps, Autorité des marchés financiers, iA Financial Group) are governed by those sites’ policies.
07Retention and security
I keep your information only as long as needed for the purposes for which it was collected, or as required by law. It is then securely destroyed or anonymized.
The site uses an encrypted connection (HTTPS), and access to your information is limited to those who need it.
If a confidentiality incident presents a risk of serious injury, the affected persons and the Commission d’accès à l’information are notified, as required by law.
08Your rights
Under the laws that apply in Quebec, you may:
- request access to the information I hold about you;
- have it corrected if it is inaccurate, incomplete or ambiguous;
- withdraw your consent to its use;
- ask that it no longer be disseminated or that it be deleted, where the law allows;
- ask that it be provided to you in a structured, commonly used technological format.
To exercise these rights, write to carl.denis@agc.ia.ca. I may ask you to confirm your identity. You will receive a response within 30 days.
09Questions and complaints
For any question or concern, please contact me first at carl.denis@agc.ia.ca or (418) 930-4952.
You may also contact the Commission d’accès à l’information du Québec: www.cai.gouv.qc.ca.
10Minors
This site is intended for adults. Anyone under 14 should not use the form without the consent of a parent or guardian.
11Changes
This policy may be updated, for example if the tools used by the site change. The date of the last update appears at the top of the page.