Privacy Policy

Introduction

Cardinal Capital Management ("we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

Information We Collect

We may collect the following types of information:

• Personal Information: Name, email address, phone number, mailing address, and other contact details you voluntarily provide through our contact form or direct communications.
• Financial Information: When you engage our advisory services, we may collect financial data necessary to provide personalized financial planning, including income, assets, liabilities, and investment information.
• Website Usage Data: We may automatically collect certain information about your device and browsing activity, including IP address, browser type, operating system, pages visited, and time spent on our site.

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide requested services
• Deliver personalized financial planning and advisory services
• Communicate with you about your account, services, and updates
• Comply with legal and regulatory obligations
• Improve our website and service offerings

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances: with your express consent; with service providers who assist in our business operations and are contractually obligated to protect your information; or when required by law, regulation, legal process, or governmental request.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, alteration, or disclosure. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze site usage. You can control cookie preferences through your browser settings. Disabling cookies may affect certain features of our website.

Your Rights

You have the right to access, correct, or delete your personal information at any time. You may also opt out of receiving marketing communications from us. To exercise any of these rights, please contact us at erich@cardinal-capital-management.com.

Text Messaging & Communications

If you opt in to receive text messages from Cardinal Capital Management, you consent to receiving periodic messages related to your inquiry or our services. Message frequency may vary. Message and data rates may apply. You may opt out at any time by replying STOP to any message. Text HELP for assistance. We will not share your phone number or messaging information with third parties for marketing purposes. Consent to receive text messages is not required as a condition of purchasing any goods or services.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party site you visit.

Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.

Contact Us

If you have any questions about this Privacy Policy, please contact us at:
Cardinal Capital Management
Email: erich@cardinal-capital-management.com
Wisconsin, USA