Privacy Policy

This Website Privacy Policy provides an overview of the personal information the Zajac Group (“we”, “our”, “us”) collect when you use our website, how we use it, with whom we share it, and the choices you have in connection with this.


This Website Privacy Policy applies to your interactions with (the “Website”). For personal information collected in connection with our financial or wealth management services, please click here.


We collect personal information from you directly and automatically as you use our Website as outlined below.

A. Information We Collect From You

We will collect personal information from you when you:

Contact us. When you send us a note, you will need to provide us with name, email address, and any other information you choose to include in your correspondence. We use this personal information to respond to your questions or inquiries, troubleshoot where necessary, and address any issues you have with the Website.

Schedule an appointment. If you schedule an appointment request with Zajac Group, you will provide your name, email address, and telephone number. We use this personal information to facilitate your appointment request.

Subscribe to Zajac Group updates. When you subscribe to Zajac Group updates and notifications, we collect your email address. We use this personal information to fulfil your request to receive updates and notifications from us. You can unsubscribe from these updates at any time by clicking the “unsubscribe” link provided with each email. Please note we will continue to send you communications necessary to the Website or any assistance you request.

Use our calculators. If you use one of the self-help planning calculators on our Website, we will collect email address, marital states, and your wage information. We use this personal information to generate your self-help report from the selected calculator.

We may also use the personal information we collect as described in this section to comply with the law, to efficiently maintain our business, and for other limited circumstances as described in HOW WE SHARE YOUR PERSONAL INFORMATION.

B. Information Collected Automatically

In addition to the personal information you provide directly to us, we may also collect information from you automatically as you use our Website. This includes your:

Usage information. This includes information about your interaction with our Website, such as the pages you visit, the frequency of access, how much time you spend on each page, what you click on while using our Website, and referring website addresses.

Device information. This includes certain information about the device you use to access our Website, such as browser type, browser language, hardware model, operating system, and your preferences.

Location information. This includes information about your location, which may be determined through your IP address.

To collect this information, our Website employs the following cookies:

Essential cookies. We use essential cookies to authenticate users, prevent fraudulent use of the Website, and to enable our Website and its features to function properly.

Functional cookies. We use functional cookies to provide enhanced functionality and personalization, remember your preferences, diagnose server and software errors, and in cases of abuse, track and mitigate the abuse.

Analytics cookies. We use Google Analytics to collect information on your use of the Website to improve our Website. In order to collect this information, Google Analytics may set cookies on your browser, or read cookies that are already there. Google Analytics may also receive information about you from applications you have downloaded that partner with Google. We do not combine the information collected through the use of Google Analytics with personally identifiable information. Google’s ability to use and share information collected by Google Analytics about your visits to our Website or to another application which partners with Google is restricted by the Google Terms of Use and Privacy Policy. To prevent your data from being used by Google Analytics, you can download the Google Analytics opt-out browser add-on.

To disable cookies and limit the collection and use of information through them, you can set your browser to refuse cookies or indicate when a cookie is being sent. When you opt-out, an opt-out cookie will be placed on your device. The opt-out cookie is browser and device specific and will only last until cookies are cleared from your browser or device.


The Zajac Group may share the personal information identified in this Website Privacy Policy in the following instances:

Within Zajac Group. We may share your personal information within the Zajac Group corporate family, including with subsidiaries or affiliates, for legitimate business purposes, to efficiently carry out our business, and to the extent permitted by law.

With service providers. We may share your personal information with service providers that assist us in providing the Website. These service providers include our IT support, data analytics provider, communications vendor, and website provider.

With third parties. We may need to disclose your personal information to third parties, such as legal advisors, law enforcement agencies, or governmental/regulatory bodies in order to protect our legal interests and other rights, protect against fraud or other illegal activities, prevent harm, for risk management purposes, and to comply with our legal obligations.

In the event of a corporate reorganization. In the event that we enter into, or intend to enter into, a transaction that alters the structure of our business, such as a reorganization, merger, acquisition, sale, joint venture, assignment, consolidation, transfer, change of control, or other disposition of all or any portion of our business, assets or stock, we would share personal information with third parties, including the buyer or target (and their agents and advisors) for the purpose of facilitating and completing the transaction. We would also share personal information with third parties if we undergo bankruptcy or liquidation, in the course of such proceedings.

With your consent. Apart from the reasons identified above, we may request your permission to share your personal information for a specific purpose. We will notify you and request consent before you provide the personal information or before the personal information you have already provided is shared for such purpose. You may revoke your consent at any time.


To correct or view your personal information, please contact us at


We do not support Do Not Track (DNT). Do Not Track is a preference you can set in your web browser to inform websites that you do not want to be tracked. You can enable or disable Do Not Track by visiting the Preferences or Settings page of your web browser.


We implement and maintain reasonable security measures to protect the information we collect and maintain. However, no security measure or modality of data transmission over the Internet is 100% secure and we are unable to guarantee the absolute security of the personal information we have collected from you.


The Website is not intended for individuals under the age of eighteen (18).


We may amend this Website Privacy Policy in our sole discretion at any time. We will post the changes to this page and will indicate the date the changes go into effect. We encourage you to review our Website Privacy Policy to stay informed. If we make changes that materially affect your privacy rights, we will notify you by prominent posting on our Website or via email and obtain your consent, if required.


If you have any questions regarding this Website Privacy Policy or our information collection practices, please contact us at

Last modified on June 7, 2021