Privacy Policy

Effective date: May 1, 2026

Investissements De Longpre ("we", "our firm") places the highest importance on protecting the personal information you entrust to us. This policy describes how we collect, use, disclose, and protect your information, in accordance with Quebec's Act respecting the protection of personal information in the private sector (Law 25) and applicable brokerage standards.

1. Information we collect Identification: name, date of birth, address, email, phone, SIN (where required for registered accounts). Financial: income, assets, liabilities, investment objectives, risk tolerance. Behavioral: site visits, submitted forms.

2. Use of information To provide our financial planning and brokerage services. To meet regulatory obligations (AMF, IIROC, Investia, Groupe Financier Horizon). To communicate with you about your file.

3. Third-party disclosure To brokerages Investia Financial Services Inc. and Groupe Financier Horizon, which hold our client accounts. To regulatory authorities (AMF, CRA, Revenu Québec) where required by law. Never for third-party marketing.

4. Retention and protection Your information is kept for the duration of the client relationship plus 7 years (regulatory requirement), then securely destroyed. Our systems use TLS encryption, multi-factor authentication, and restricted access for authorized personnel only.

5. Your rights You have the right to access your information, correct it, and withdraw consent for certain uses. To exercise these rights, write to info@longprestrateges.com.

6. Cookies Our site uses cookies essential to operation (session, security). No third-party cookies for advertising purposes.

7. Privacy Officer Marina Longpre · info@longprestrateges.com · 514-219-4433

8. Complaints Any complaint unresolved by our firm may be addressed to the Commission d'accès à l'information du Québec (cai.gouv.qc.ca).