Nexum Finance & AI (“Nexum”, “we”, “our”) is a Canadian advisory firm headquartered in Ottawa, Ontario. We respect the privacy of every executive, client, and visitor who interacts with us. This policy describes how we collect, use, disclose, and safeguard personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

1. Information we collect

We collect only the information necessary to deliver our advisory services and to operate this website:

Contact information — name, business email, company, role, and phone number provided through our consultation and diagnostic forms.
Diagnostic responses — answers you submit through the Executive Diagnostic, used to prepare your personalized executive briefing.
Engagement data — correspondence, scheduling history, and notes created during advisory engagements.
Technical data — basic analytics such as device type, anonymized IP, and pages visited (only if you accept analytics cookies).

2. How we use your information

To prepare and deliver your Executive Diagnostic report and advisory recommendations.
To schedule and conduct executive review sessions.
To communicate with you about engagements, proposals, and follow-up.
To improve the quality, security, and accessibility of our services.
To comply with legal, regulatory, and professional obligations in Canada.

3. Legal basis & consent

We collect personal information with your knowledge and consent — implied when you submit a form, and express where required by law. You may withdraw consent at any time, subject to legal and contractual restrictions, by contacting us at hello@nexum-finance.ai.

4. Disclosure to third parties

We do not sell, rent, or trade personal information. We share limited information only with vetted service providers that operate under confidentiality and data-protection agreements:

HubSpot — CRM and client communication.
Calendly — executive scheduling.
Supabase — secure, encrypted application infrastructure.
Resend — transactional email delivery.

Some of these providers may store data outside of Canada. Where data crosses borders, comparable safeguards are applied through contractual and technical measures.

5. Security & retention

Personal information is stored in private, encrypted infrastructure with role-based access. We retain information only for as long as needed to fulfill the purpose for which it was collected, or as required by Canadian law and professional standards.

6. AI-assisted analysis

Portions of our diagnostic and reporting workflow use AI-assisted scoring and synthesis. Outputs are reviewed by a senior Nexum advisor before any executive recommendation is shared with you. We do not use your data to train third-party general-purpose AI models.

7. Your rights

You may, at any time, request to:

Access the personal information we hold about you.
Correct or update inaccurate information.
Withdraw consent or request deletion, subject to legal retention obligations.
File a complaint with the Office of the Privacy Commissioner of Canada (priv.gc.ca).

8. Cookies

We use a minimal set of cookies — strictly necessary by default, with analytics cookies enabled only after explicit consent through our cookie banner. See our Accessibility statement and the consent banner preferences for details.

9. Contact

Privacy Officer — Nexum Finance & AI
Ottawa, Ontario, Canada
hello@nexum-finance.ai