Impressum

Company Identification

Company Name

Crestline Data

Legal Form

Professional Services Consultancy

Business Activity

Financial Analysis Services, Investment Research, and Advisory

Jurisdiction of Incorporation

Ontario, Canada

Contact Information

Registered Address

100 King Street West, Suite 5600

Toronto, ON M5X 1B8

Canada

Contact Details

Contact Form

For inquiries, please use our contact form or reach out directly via email or phone.

Responsible Persons

Managing Director

Ellison Trevino

Overall business operations, strategic direction, and client relationships

Content Responsibility

Nadia Blackwell

Responsible for website content, analytical methodologies, and professional publications

Technical Responsibility

Jasper Calderon

Website technical operations, data security, and systems infrastructure

Regulatory Information

Professional Services Classification

Crestline Data operates as an independent financial analysis consultancy. We provide analytical services and research support for investment decision-making. Our services are professional consulting in nature and do not constitute regulated investment advisory activities requiring securities registration.

Applicable Regulations

Our operations are conducted in accordance with:

  • Canadian federal and provincial business regulations
  • Privacy legislation including PIPEDA (Personal Information Protection and Electronic Documents Act)
  • Professional standards for financial analysis and consulting services
  • Anti-money laundering and counter-terrorism financing requirements where applicable

Professional Affiliations

We maintain professional standards consistent with recognized practices in financial analysis and consulting, though we are not a member firm of specific regulatory organizations requiring securities registration.

Important Notice: We are not registered investment advisors, broker-dealers, or portfolio managers. Our services consist of analytical research and consulting support for clients making their own investment decisions. Clients should consult with appropriate registered professionals for investment advice, legal counsel, tax planning, and accounting services.

Liability Disclaimer

Content Liability

The content on our website is provided for informational purposes and is subject to change without notice. While we make reasonable efforts to ensure accuracy, we cannot guarantee that all information is complete, current, or error-free. Users rely on website content at their own discretion and risk.

External Links Disclaimer

Our website may contain links to external websites operated by third parties. We have no control over the content, privacy practices, or operations of external sites. The inclusion of links does not imply endorsement or assumption of responsibility for third-party content. We expressly disclaim liability for:

  • Content, accuracy, or availability of external websites
  • Privacy practices or data collection by external sites
  • Products, services, or opinions expressed on external sites
  • Damages arising from use of or reliance on external website content

Users access external websites at their own risk and should review the terms and privacy policies of those sites.

Copyright Notice

All content on this website, including text, graphics, logos, images, and software, is protected by copyright and other intellectual property laws. Unauthorized reproduction, distribution, or modification of our content is prohibited without express written permission. For licensing inquiries, please contact us using the information provided above.

Trademark Information

Crestline Data and associated logos are trademarks of our company. Other product and company names mentioned on our website may be trademarks of their respective owners. Use of these trademarks does not imply affiliation or endorsement.

Data Protection Officer

For inquiries related to data protection, privacy matters, or exercise of privacy rights under applicable legislation:

Data Protection Contact:

Nadia Blackwell

Email: [email protected]

Phone: +1 (416) 847-5219

For comprehensive information about our data practices, please review our Privacy Policy.

Dispute Resolution

In the event of disputes or concerns regarding our services or website content, we encourage initial contact through our standard communication channels. We are committed to addressing concerns professionally and promptly.

For formal disputes, applicable governing law and jurisdiction provisions are outlined in our Terms and Conditions.

Additional Information

Website Technical Provider

Website hosting and technical infrastructure services are provided by third-party vendors in accordance with industry standards for security and reliability.

Professional Indemnity

Crestline Data maintains professional liability insurance appropriate for our business activities and service offerings.

Business Hours

Monday to Friday: 9:00 AM - 6:00 PM Eastern Standard Time (EST)

Saturday and Sunday: Closed

Document Last Updated

This Impressum was last reviewed and updated on November 15, 2025.