Privacy Policy

The Toronto Group ("TTG", "we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at thetorontogroup.com (the "Site") or engage with our enterprise consulting services.

Who we are

Our website address is thetorontogroup.com. The Toronto Group is a Canadian consultancy specializing in wealth management compliance automation and Salesforce Financial Services Cloud implementation. We operate as part of Ethical Tech Solutions.

1. Information We Collect

We collect information that you voluntarily provide to us when you express an interest in obtaining information about our services, when you participate in activities on the Site, or when you contact us. This includes:

• Contact Data: Your name, email address, phone number, company name, and job title when you submit a contact form or request a consultation.
• Diagnostic Data: Information you submit through our Solution Finder or Technical Diagnostic tools regarding your firm's technical architecture, regulatory jurisdiction, and operational challenges.
• Engagement Data: Information provided when you subscribe to our newsletters, download executive blueprints, or engage with us as a prospective client.

2. Automatically Collected Information

When you navigate our Site, we automatically collect certain technical information. This information does not reveal your specific identity but may include device and usage information, such as your IP address, browser type, operating system, referring URLs, and how you interact with our pages. We use cookies and similar tracking technologies to improve site functionality, analyze traffic, and enhance your user experience. You can manage your cookie preferences through your browser settings.

3. How We Use Your Information

We process your personal information for legitimate business purposes, including to:

• Respond to your inquiries and schedule requested technical discovery calls.
• Deliver targeted architectural recommendations based on your diagnostic inputs.
• Send administrative information, such as updates to our terms, conditions, and policies.
• Send relevant marketing communications, industry insights, and event invitations (you may opt-out of these communications at any time).
• Analyze usage trends to improve our Site and service offerings.
• Comply with legal and regulatory obligations.

4. Sharing of Information

As an enterprise consulting firm, discretion is core to our business model. We do not sell your personal data to data brokers. We may process or share your data in the following specific situations:

• Trusted Service Providers: We may share your data with third-party vendors who perform services for us (e.g., Salesforce CRM hosting, secure email delivery, analytics tracking), subject to strict confidentiality obligations.
• Business Transfers: We may share or transfer your information in connection with any merger, sale of company assets, or acquisition of our business to another company (including our parent company, Ethical Tech Solutions).
• Legal Obligations: We may disclose your information where we are legally required to do so in order to comply with applicable law, governmental requests, court orders, or regulatory audits.

5. Data Security

We implement industry-standard technical and organizational security measures designed to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, despite our safeguards, no electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure. You provide information at your own risk.

5a. Data breach procedures

In the event of a data breach that is likely to result in a risk to your rights and freedoms, we will notify the relevant supervisory authority and, where required by applicable law (including PIPEDA and applicable U.S. state laws), affected individuals without undue delay. We will document any breach and the remedial steps taken.

6. Your Privacy Rights

Depending on your jurisdiction (including Canada under PIPEDA, and various United States privacy frameworks), you may have the right to request access to the personal information we collect from you, change that information, restrict its processing, or request its deletion. To exercise any of these privacy rights, please contact us using the information provided below.

7. Data Retention

We retain your personal information only for as long as is strictly necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law (such as for tax, accounting, or legal compliance purposes).

8. Third-Party Websites and data from third parties

Our Site may contain links to third-party websites, software providers, or regulatory bodies. This Privacy Policy does not apply to those third-party sites. We encourage you to review the privacy policies of any website you visit before providing personal information. We do not routinely receive personal data about you from third parties; where we do (for example, from a referral partner), we will treat it in accordance with this policy.

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices or legal requirements. We will notify you of any material changes by posting the updated policy on this page and revising the "Last updated" date at the top of this document. Your continued use of the Site after such modifications constitutes your acknowledgment of the updated policy.

10. Industry and regulatory disclosure

As a consultancy serving regulated wealth management and financial services firms, we may be subject to professional and regulatory obligations that require us to retain or disclose certain information. Where such obligations apply, we will do so in accordance with applicable law and our contractual commitments.

11. Contact us

If you have questions, comments, or requests regarding this Privacy Policy or our data practices, please contact our privacy compliance team at info@ethicaltechsolutions.com or visit our Contact page.