Ontario-licensed advisor · Ottawa
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Privacy Policy — Zoho Financial

This notice describes the information you may share when contacting Zoho Financial or using third-party insurance quotation tools. This draft must be confirmed against actual business and vendor practices before publication.

Policy review date: October 18, 2026. Owner: Zoho Financial, 880 Lady Ellen Place, Suite 200, Ottawa, ON K1Z 5L9. Email: Financial@zoho.ca.

Information you choose to provide

When you contact us, request an insurance comparison or begin an application, you may provide your name, contact information, insurance needs, travel dates or other details relevant to a quote. If medical or other sensitive information is needed, use the secure insurer or authorized quotation process rather than ordinary email.

Why information is requested

Information is used to respond to inquiries, assess potential insurance options, communicate about an application, meet applicable legal and regulatory obligations, and assist with coverage administration where authorized.

Insurance quotation providers and third parties

Some quotation tools on this site are supplied by Insurance Quotes Cloud or participating insurers and service providers. Data entered directly into their forms may be processed according to their operational and privacy practices. Review the notices shown within those services before submitting information.

Website analytics and cookies

The site may use essential website functionality and third-party quotation scripts. Additional analytics, advertising tags or cookies must be disclosed here if enabled by the operator. Do not assume this list is exhaustive until the deployed website and vendor technologies have been audited.

Consent and choices

If you wish to ask how your information has been handled, request access or correction, or raise a concern, contact Financial@zoho.ca. Requests will be handled subject to applicable law, identity verification and lawful retention requirements.

Retention and safeguards

Information should be protected with organizational and technical controls suited to its sensitivity and retained only for the applicable business and legal purposes. The precise retention schedules and storage locations must be verified with the business and its service providers before this policy is relied upon.

External websites

Links to booking services, social media platforms, government websites and insurer tools lead to independent services with their own terms and privacy practices.

Changes to this policy

This notice may be revised as services or legal requirements change. Contact Zoho Financial to request the current version or clarification.