Privacy policy

[CONFIRM: This policy is a plain-language starting draft prepared for launch. It must be reviewed by legal counsel and your compliance contact (for example, your MGA or carrier) before the site goes live.]

Sterling Path Solutions (“we”, “us”) respects your privacy. This policy explains what personal information we collect through sterlingpathsolutions.ca, why we collect it, and how we protect it, in line with Alberta’s Personal Information Protection Act (PIPA) and, where it applies, the federal Personal Information Protection and Electronic Documents Act (PIPEDA).

What we collect

• Contact details you give us: your name, email address and phone number.
• What you tell us about your situation: topics of interest, industry, an approximate range of corporate holdings, and any message you write.
• Basic, non-identifying technical information such as browser type and pages visited, if and when analytics tools are enabled.

Please don’t send account numbers, your Social Insurance Number or other sensitive identifiers through the website.

How we use it

• To contact you, arrange your discovery call and prepare for it.
• To answer questions you’ve asked us.
• To send occasional planning notes, only if you ticked the optional consent box. You can unsubscribe at any time.

We don’t sell, rent or trade your personal information.

Who we share it with

We share personal information only with service providers who help us run our practice (for example, our email or client-management system), and only as needed to provide that service. If you later become a client, information is shared with insurance carriers or lenders only with your knowledge and consent, as part of an application you ask us to make. [CONFIRM: list of service providers and where data is stored.]

How we protect it

We use reasonable physical, organizational and technical safeguards, including encrypted connections (HTTPS) on this website. Information submitted through our forms isn’t stored in your browser.

How long we keep it

We keep enquiry information only as long as needed to respond and follow up, or as required by law and regulation. [CONFIRM: retention period.]

Your choices

You can ask to see the personal information we hold about you, ask us to correct it, or withdraw consent for marketing messages at any time. To make a request, contact Charles Gendron at charles@sterlingpathsolutions.ca, call 1(403) 690-4788, or write to us at 718 8 Ave SW #400, Calgary, AB T2P 1H3.

Questions

If you have a concern about how we’ve handled your information, contact us first. You may also contact the Office of the Information and Privacy Commissioner of Alberta. See also our disclosures.