Privacy Policy Template


Effective Date: February 22nd, 2026

Business Name: Magid Financial Services

Website: i-mfs.com

Contact Email: [email protected]

Phone: +1 215-676-7999

Address: 2528 Huntingdon Pike, Huntingdon Valley, PA 19006, United States


Magid Financial Services (“we”, “our”, “us”) is committed to protecting the privacy and confidentiality of personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable Canadian privacy laws.


1. Accountability

We are responsible for personal information under our control.

We work with Shortcrest Digital as our marketing and technology partner to manage advertising, lead capture, and CRM systems.


Privacy Officer: Joseph Magid

Email: [email protected]


2. What Information We Collect

Information You Provide:

- Name

- Email address

- Phone number

- Business name

- Details submitted through forms


Automatically Collected Information:

- IP address

- Browser type

- Device information

- Pages visited

- Date and time of visit


3. How We Collect Information

- Contact or lead forms

- Consultation bookings

- Email subscriptions

- Ad interactions

- Website visits


4. How We Use Your Information

- Respond to inquiries

- Schedule consultations

- Deliver services

- Send service updates and educational content

- Improve marketing and website performance

- Comply with legal requirements


We do not sell personal information.


5. Marketing & Advertising

We use Meta and Google Ads for advertising. These platforms may use cookies and pixels for performance tracking and remarketing.


6. Email & Communication Consent

By submitting a form and providing consent, you agree to receive follow-ups, reminders, and educational emails. You may unsubscribe at any time.


7. Storage & Protection

Data is stored securely in GoHighLevel with encryption, access controls, and restricted permissions.


8. Sharing of Information

Information may be shared with:

- Shortcrest Digital

- Secure software providers

- Regulatory authorities if required by law


9. International Data Processing

Some providers may process data outside Canada with safeguards in place.


10. Cookies

Cookies are used for user experience, analytics, and advertising. You may disable them in your browser.


11. Your Rights

You may request access, corrections, or withdraw consent for marketing at any time.


12. Third-Party Links

We are not responsible for external website privacy practices.


13. Changes to This Policy

Updates will be posted on our website with the effective date.


14. Contact Us

Business Name: Magid Financial Services

Website: i-mfs.com

Contact Email: [email protected]

Phone: +1 215-676-7999

Address: 2528 Huntingdon Pike, Huntingdon Valley, PA 19006, United States


15. Lead Form Consent

By submitting your information, you consent to being contacted by phone and email for service-related communication.