Plana Privacy Policy

Last Updated: January 5 2026

At Plana, your financial journey is personal — and so is your privacy. We treat your data like we treat our own: with care, respect, and security at the top of our priorities. No fine print games, no hidden tricks. Just transparency.

Plana Inc. ("Plana," "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 use the Plana mobile application ("App") and related services.

By using Plana, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our App.

1. Information We Collect

We may collect the following types of information:

a. Personal Information You Provide

• Name, email address, and contact details when creating an account
• Financial information you input, such as assets, liabilities, and goals
• Communications with our support team or financial planners

b. Automatically Collected Information

• Device and usage data (e.g., IP address, device type, operating system)
• Log data (e.g., access times, features used)
• Cookies or similar technologies

c. Third-Party Information

If you connect external accounts (e.g., bank accounts, investment accounts), we may receive information from third-party providers, subject to their terms.

2. How We Use Your Information

We use your information to:

• Provide, personalize, and improve our financial planning services
• Securely track and display your net worth and financial data
• Connect you with certified financial planners when you request advice
• Communicate updates, offers, and important notices
• Ensure security, prevent fraud, and comply with legal obligations

3. How We Share Information

We do not sell your personal data. We may share information only in these cases:

• With Service Providers: For hosting, analytics, payment processing, or customer support
• With Certified Financial Planners: Only when you book a consultation through the App, you will be asked if you agree sharing the information stored on Plana with the specific financial planner you are booking a meeting with. No plana employee has access to your data at any point.
• For Legal Reasons: If required by law, regulation, or government request
• Business Transfers: In connection with a merger, acquisition, or sale of assets

4. Data Retention

We retain your information only as long as necessary to provide services or comply with legal obligations. You may request deletion of your account data at any time.

5. Data Security

We implement industry-standard security measures to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

6. Your Privacy Rights

Depending on your location, you may have the right to:

• Access, update, or delete your information
• Restrict or object to certain processing
• Withdraw consent at any time

To exercise these rights, contact us at support@joinplana.ca.

7. Children's Privacy

Plana is not intended for children under 13 (or the age of digital consent in your country). We do not knowingly collect information from children.

8. International Users

If you use Plana from outside Canada, your information may be processed and stored in Canada or other jurisdictions where we operate.

9. Changes to This Policy

We may update this Privacy Policy from time to time. If we make material changes, we will notify you through the App or by email. Continued use of the App after updates means you accept the revised policy.

10. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us at:

Plana Inc.
Email: support@joinplana.ca