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Legal

Privacy Policy

Last updated July 31, 2026

Complete Real Estate Solutions & Investments ("CRESI", "we", "us", or "our") operates the websites located at cresi.ca, re.cresi.ca, and pm.cresi.ca (collectively, the "Sites"). This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our Sites, use our interactive features, or interact with our AI chat assistant (the "CRESI Concierge").

On this page

  1. 1 Information We Collect
  2. 2 How We Use Your Information
  3. 3 Artificial Intelligence (AI) Chat Disclosure
  4. 4 Third-Party Processors and Data Sharing
  5. 5 Data Storage and Hosting
  6. 6 Your Choices and Consent
  7. 7 Contact Us
1

Information We Collect

We collect information in several ways when you visit or interact with our Sites:

Information You Provide Voluntarily:

Lead Forms & Consultations:
When you submit an enquiry, request a call, or book a consultation, we collect your email address, name, telephone number, preferred contact window, and any free-text messages you provide regarding your real estate or property management needs.
Resource Downloads:
When you download educational resources or PDFs from our resource pages, we collect your email address.
Interactive Concierge Chat:
When you use the CRESI Concierge, we collect the text of your messages, inquiries, and any contact details (such as your name, email address, or phone number) that you provide during the conversation.

Information Collected Automatically:

Behavioural Analytics:
We collect first-party behavioural events (such as page views, button clicks, scroll depth, and file downloads) along with session identifiers, durable visitor identifiers, user-agent strings, and salted daily IP hashes (raw IP addresses are not stored).
Cookies and Browser Storage:
We use cookies and local browser storage to manage session identifiers, visitor identifiers, consent preferences, and chat transcripts.
2

How We Use Your Information

We use the information we collect for the following purposes:

  • To provide, operate, and maintain our real estate, property management, and educational services.
  • To respond to your inquiries, schedule consultations, and connect you with our advisory team (including Kevin Breitner and CRESI advisors).
  • To process resource downloads and send requested materials or acknowledgements.
  • To operate, maintain, and improve the CRESI Concierge AI assistant and our website content.
  • To analyze site usage, measure engagement, and improve our services through analytics.
  • To comply with legal obligations and protect our legal rights.
3

Artificial Intelligence (AI) Chat Disclosure

The CRESI Concierge is an AI-powered assistant designed to provide general, educational information regarding Ontario real estate and property management topics.

Human Review:
Conversations with the CRESI Concierge may be reviewed by human advisors at CRESI to facilitate follow-up and client communications.
No Advice:
Nothing provided by the CRESI Concierge constitutes legal, financial, tax, or professional advice.
4

Third-Party Processors and Data Sharing

We do not sell your personal information. We share information only with trusted service providers necessary to operate our platform:

OpenAI:
Used to generate answers and embeddings for the CRESI Concierge and to process chat message text.
Google Analytics (GA4):
Used for website traffic and usage analytics, subject to data privacy controls and PII stripping mechanisms.
GoHighLevel:
Used as our customer relationship management (CRM) platform to manage leads, contact records, and internal communications.
5

Data Storage and Hosting

Our web infrastructure and databases are hosted on servers located in Vancouver, Canada, ensuring Canadian data residency.

6

Your Choices and Consent

Cookie Preferences:
You may accept or decline enhanced cookie preferences via our consent banner upon your initial visit. Essential functionality remains active.
Communications:
You may opt out of marketing communications at any time by following unsubscribe instructions or contacting us directly.
7

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us at:

Company Name:
Complete Real Estate Solutions & Investments (CRESI)
Address:
200-125 Lakeshore Rd E, Oakville, ON L6J 1H3, Canada
Email:
info@cresi.ca
Telephone:
289-266-1617

Terms of Use Disclaimer

Contact

200-125 Lakeshore Rd E,
Oakville, ON L6J 1H3

289‑266‑1617

info@cresi.ca

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We Are Hallmark — RE/MAX Hallmark Realty Limited

RE/MAX Hallmark Realty Limited, Brokerage · Oakville Office · Each Office Independently Owned and Operated. · Kevin Breitner, Broker

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