Privacy Policy

Last updated on: June 8, 2025

I am committed to protecting your privacy and handling your personal information responsibly. This privacy statement sets out how I will access, collect, use, store, transfer, retain, and protect (collectively referred to as “process”) personal information about you when:

  • Providing services to you or to my clients
  • You use my website (“the Website”)
  • Performing any other activities that form part of the operation of my business

By engaging with my services or using my website, you consent to the processing of your personal information as described in this Privacy Policy.

Information I Collect

I collect only the information needed to assess project requirements and provide services, including:

  • Your name, email address, and organization
  • Documents you submit (such as project briefs, RFPs, or clarifying materials)
  • Any other information you voluntarily provide to clarify your request

I do not request or expect sensitive personal information like government ID, financial documents, or health records. Executable or compressed file types (e.g. .exe, .zip) are not accepted.

Why I Collect This Information

Your information is collected for the following purposes:

  • To evaluate Requests for Proposals (RFPs)
  • To prepare quotes and assess project scope
  • To coordinate communication and follow-up meetings
  • To fulfill contracts or support early-stage collaboration

I may also use your email to send relevant service announcements or updates if you have opted in. You can unsubscribe at any time.

Tools and Services I Use

To manage your information securely and efficiently, I rely on trusted third-party platforms, including:

  • HubSpot – for collecting form submissions and storing project-related documents
  • Stripe – for secure payment processing
  • Mailchimp – for optional newsletters (opt-in only)
  • Calendly, Zoom, Aircall, Slack, and Lark – for scheduling, calls, and communication

All documents are stored securely in HubSpot and on a password-protected local machine.

Confidentiality and Data Sharing

Your data will not be shared with third parties unless:

  • It is required to complete your project (e.g. through a vetted subcontractor), and
  • You have explicitly agreed to such sharing in writing

I uphold confidentiality and process your documents solely for assessment, quoting, and service fulfillment.

Legal Basis for Processing

I collect and process your personal data only when legally justified, including:

  • With your consent (e.g. through form submission)
  • To perform or prepare a contract
  • Based on legitimate business interests, in accordance with Canadian privacy law (PIPEDA)

I may also contact professional organizations using publicly available emails to offer relevant services, in compliance with applicable laws.

Data Retention

Your personal information is retained only as long as necessary to fulfill the purpose for which it was collected or to comply with legal obligations. After this period, data is securely deleted or anonymized.

Your Rights

You have the right to request access to your personal information, correct it, limit its use, or have it deleted from my systems. This includes the right to request complete removal of your data from both HubSpot and my local machine.

To exercise these rights, you may:

I respond to all requests in a timely and compliant manner.

Cookies and Tracking

This website uses cookies to improve your experience, analyze traffic, and personalize content. You can manage cookie preferences through your browser settings. Disabling cookies may affect certain features. Please refer to my Cookie Policy for more details.

International Data Transfers

Some third-party platforms I use may process data outside of Canada. In such cases, I take reasonable steps to ensure your data is protected according to Canadian privacy standards and applicable international frameworks.

Children’s Privacy

My services are designed for professionals. I do not knowingly collect data from individuals under the age of 18. If I become aware of such data, I will delete it promptly.

Security

I apply industry-standard safeguards such as encryption, secure storage, and access controls to protect your information. While no system is completely risk-free, I remain committed to maintaining the security and confidentiality of your data.

Automated Analytics

I use basic analytics tools to assess how visitors engage with my website. These insights help me improve services and do not involve automated decision-making that impacts individual rights.

Third-Party Services and Links

My website may include links to or integrations with external platforms, including:

  • HubSpot and Stripe – for CRM and payments
  • Mailchimp – for email campaigns (opt-in)
  • Calendly, Zoom – for scheduling and meetings
  • Aircall, Slack, and Lark – for internal and client communication

These platforms operate under their own privacy policies. Please review their terms before submitting personal data through them.

Updates to This Policy

I may revise this Privacy Policy as my services evolve. The most recent version will always appear on this page with an updated effective date. Continued use of my services implies your acceptance of any changes.

Contact

If you have any questions about this Privacy Policy or how your information is handled, please contact me: