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Home›Privacy Policy

Privacy Policy

How your personal information is collected, used and protected when you visit this website or work with Yogesh Bansal.

Last updated: July 17, 2026

Yogesh Bansal ("we," "us," "our") respects your privacy and is committed to protecting your personal information in accordance with applicable Canadian privacy law, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and, where applicable, British Columbia's Personal Information Protection Act (PIPA). This policy explains what information we collect through yogeshbansal.ca, how it is used, and the choices available to you.

Information we collect

We collect personal information you choose to provide directly, primarily through the contact and quote forms on this site. Depending on the form, this may include:

  • Your name, email address and phone number.
  • The nature of your enquiry or the service you're interested in (for example, life insurance, retirement planning, or travel/visitor insurance).
  • For insurance quote requests: details such as policy type, applicant age(s), travel dates, coverage amount and whether pre-existing medical conditions apply.
  • Any additional information you choose to include in a message field.

We do not require you to create an account, and we do not knowingly collect financial account numbers, government identification, or similarly sensitive information through this website.

How we use your information

Information submitted through this site is used solely to:

  • Respond to your enquiry and provide the information, quote or consultation you requested.
  • Prepare and compare suitable insurance or financial planning options on your behalf.
  • Communicate with you about your enquiry, including by phone, email or text if you've provided that contact method.

We do not use your information for automated decision-making, and we do not send unsolicited marketing communications unless you have separately opted in.

How we share your information

We do not sell, rent or trade your personal information. It may be shared only:

  • With the insurance carriers, managing general agencies (including CF Canada Financial) or financial institutions necessary to prepare a quote or place a policy or account you've asked about.
  • With service providers who help operate this website (see "Third-party services" below), solely to the extent needed to deliver that service.
  • Where required by law or to protect the rights, safety or property of Yogesh Bansal or others.

Cookies and tracking

This website does not currently use analytics or advertising cookies. Standard technical data (such as browser type or page requested) may be logged by our hosting provider for security and reliability purposes. If that changes in the future — for example, if analytics are added to better understand site usage — this policy will be updated accordingly and, where required, you will be asked for consent.

If you follow a link away from this site — for example, to book a call via Calendly, or to a mapping or social media service — that third-party site's own privacy and cookie policy applies once you leave yogeshbansal.ca.

Third-party services

This site relies on a small number of trusted third-party services to operate:

  • Google Fonts — used to load the typefaces on this site.
  • Netlify — hosts this website and processes the contact and quote forms you submit.
  • Calendly — used for booking a consultation; scheduling details you provide there are handled under Calendly's own privacy policy.

Data security

We take reasonable technical and organizational measures to protect the personal information you share with us. However, no method of transmission or storage over the internet is completely secure, and we cannot guarantee absolute security.

Data retention

We retain personal information only as long as necessary to respond to your enquiry, provide the requested service, and meet any legal, regulatory or professional record-keeping obligations that apply to Yogesh Bansal's practice.

Your rights

Under Canadian privacy law, you generally have the right to:

  • Request access to the personal information we hold about you.
  • Request that inaccurate or incomplete information be corrected.
  • Withdraw consent to further collection, use or disclosure of your information, subject to legal or contractual restrictions.

To exercise any of these rights, contact Yogesh directly using the details below. If you have concerns that cannot be resolved directly, you may also contact the Office of the Privacy Commissioner of Canada.

Children's privacy

This website is not directed at children, and we do not knowingly collect personal information from anyone under the age of 18.

Changes to this policy

We may update this policy from time to time to reflect changes in our practices or for legal or operational reasons. The "last updated" date at the top of this page will always reflect the most recent version.

Contact us

If you have questions about this policy or how your information is handled, reach out any time: