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Customized One-on-One Business Coaching for Financial Advisors

Our Privacy Policy and Commitment to Protecting your Privacy


The Personal Coach Inc. values your business and we thank you for your confidence in choosing our firm as your source for coaching support, programs and services. As our client, you trust us with your personal and business information. We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us.

 

Your Rights as They Pertain to Your Personal and Business Information

  • You have the right to know why an organization collects, uses or discloses your information. 
  • You have the right to expect an organization to handle your information reasonably and to not use it for any other purpose other than the one to which you consented.
  • You have the right to know who in an organization is responsible for protecting your information.
  • You have the right to expect an organization to protect your information from unauthorized disclosure.
  • You have the right to inspect the information an organization holds about you and make sure it is accurate, complete and current.
  • You have the right to expect an organization to destroy your information when requested and when no longer required for the intended purpose.
  • You have the right to confidentially complain to an organization about how it handles your information and to the Privacy Commissioner of Canada if need be.

What Types of Information We Collect and How We Collect, Use and Disclose It
When you do business with us, we collect three types of information: personal, non-personal and anonymous. You share this information so that we may provide you with products and services that best meet your needs. We assume your consent for our firm to use this information in an appropriate manner. We may use and disclose this information in order to:

  • Communicate with you in a timely and efficient manner
  • Analyze business results
  • Act as required or authorized by law

What We Will Not Do With Your Information
We do not sell client information to anyone. Nor do we share client information with organizations outside of our relationship with you that would use it to contact you about their own products or services.

 

We Strive to Protect Your Personal Information
All employees and associates who are granted access to your records understand the need to keep this information protected and confidential. They know they are to use the information only for the purposes intended. This expectation is clearly communicated. We've also established physical and systems safeguards, along with proper processes, to protect client information from unauthorized access or use.

 

Your Privacy Choices
You may withdraw your consent at any time (subject to legal or contractual obligations and on providing us reasonable notice) by contacting our Privacy Officer. Please be aware that withdrawing your consent may prevent us from providing you with requested products or services. We may occasionally use your personal information to advise you of products or services we believe may be of interest to you or fit your personal circumstances. If you would rather not receive this type of communication, please advise our Privacy Officer.


Sue Johnson
Operations Manager
55 Northfield Drive East, Suite #312
Waterloo, ON N2K 3T6
(519) 576-2262 
sue@thepersonalcoach.ca