Privacy Policy

Effective Date: March 30, 2026

Overview

This Privacy Policy describes how BFE Financial Services ("we," "us," or "our"), located at 2186 Mountain Grove Ave, Suite 417, Burlington, ON, L7P4X4, collects, uses, and discloses your information when you visit brentfinlay.ca. We provide professional B2B services, including strategic business consulting, operational advisory, and commercial financial consulting for transactions and projects between $100,000 and $10M+.

Information Collection and Use

We collect information you voluntarily provide via lead forms or consultations, such as your name, business email, and company details. This data is used to evaluate your business needs and provide professional advisory services.

  • Data Retention: We retain professional data only as long as necessary to fulfill the business purposes outlined or to comply with legal/accounting obligations as a CPA-led firm.

Online Advertising & Cookies

To provide a tailored experience, we utilize "Personalized Advertising" (formerly Remarketing) through third-party vendors, including Google and Meta.

  • How it Works: These vendors use cookies and/or device identifiers to serve ads based on your past visits to our website.
  • Google Partnership: For more information on how Google uses data when you use our partners' sites or apps, visit www.google.com/policies/privacy/partners/.
  • Compliance: We do not use sensitive interest categories (such as personal financial hardship) to target advertising. Our focus is strictly on B2B professional interest.

Third-Party Disclosures & Opt-Outs

We do not share your information with third parties for their own marketing purposes, except as described in this section regarding advertising pixels and analytics. You may opt out here:

2. Terms of Use for brentfinlay.ca

1. Scope of Professional Services

Brent Finlay and BFE Financial Services provide high-level B2B professional consulting. This includes, but is not limited to:

  • Strategic Planning: Business development and long-term growth roadmaps.
  • Operational Advisory: "Corporate chaos" diffusion and restructuring.
  • Financial Consulting: Advisory regarding commercial capital, equipment leasing, and debt/equity layering.

2. Not a Direct Lender

In the context of financing, we operate as strategic consultants and intermediaries. We are not a direct lender, bank, or credit provider. Any financing terms discussed are subject to the approval of third-party institutions and our professional advisory does not constitute a guarantee of funding.

3. Strict B2B Exclusion (No Consumer Services)

Our services are designed exclusively for established business entities and commercial enterprises.

  • Prohibited Use: We do not provide services for personal, family, or household purposes. We do not offer or advise on consumer credit, residential mortgages, or personal loans.
  • Transaction Threshold: Our advisory typically focuses on projects or financing requirements exceeding $100,000 CAD.

4. Professional Standard

Brent Finlay is a Chartered Professional Accountant (CPA, CMA) and an MBA. All consulting services are performed with the standard of care expected of a senior financial executive, yet they do not substitute for specific legal or tax advice from your primary counsel.

5. Contact Information

BFE Financial Services2186 Mountain Grove Ave, Suite 417Burlington, ON, L7P4X4, CanadaPhone: 905-690-9874 | bfinlay1@gmail.com

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