Privacy Policy

Last updated: October 2026

This Privacy Policy explains how Ranjit Plaha ("we", "us") collects, uses, and protects your personal information when you use our website and services.

Information we collect

  • Contact details you provide: first name, email address, and phone number (optional).
  • Information you enter on our pages, such as quiz answers (for example, your child's first name, number of children, age range, RESP status, income range, and contribution amounts).
  • Booking details: if you book a call, the date/time you select and any notes you add.

How we use your information

  • To provide the estimates, reports, and information you request.
  • To follow up with your report and answer your questions.
  • To send educational emails about RESPs and related planning — only if you agreed to receive them. Every email includes an unsubscribe link, and you can opt out at any time.
  • To schedule and manage your consultation booking.

We comply with Canada's Anti-Spam Legislation (CASL). We do not send commercial electronic messages without your consent.

How your information is stored and shared

Your information is stored securely in our customer relationship system (systeme.io). We share limited data only with the service providers needed to operate this funnel — our email/CRM platform and our scheduling tool (Calendly) — and only for the purposes described above. We do not sell your personal information.

Cookies

This site may use basic cookies or similar technologies for page functionality and anonymous analytics. You can disable cookies in your browser settings.

Your rights

You may request access to, correction of, or deletion of your personal information at any time, and you may withdraw your consent to marketing emails by unsubscribing or contacting us directly.

Contact

For privacy questions or requests, contact Ranjit Plaha, Licensed Insurance & Financial Advisor, Ontario, by replying to any of our emails.

Changes to this policy

We may update this policy from time to time. The current version will always be posted on this page.

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