Last updated: September 2026
We collect the information you provide in the planning form (name, email, household type, how your income arrives, where the financial pressure is, the kinds of debt you have, what you want to change, and any notes you add. We do not ask for your income, balances, or any account details). This is used solely to generate your personalized plan.
Your information is passed to our AI planning service to generate your plan and to Resend to deliver it to your email. We do not sell, rent, or share your personal information with third parties for marketing purposes.
Payments are handled by Stripe. We do not store your credit card information. See Stripe's privacy policy at stripe.com/privacy.
We retain your information only as long as necessary to deliver your plan and handle any refund requests.
Questions about your data? Email budget@canadawithpurpose.ca