Privacy Policy

OnVerge Advisory ("OnVerge," "we," "our," or "us") is committed to protecting the privacy and confidentiality of individuals who visit our website or engage our services.

This Privacy Policy describes how we collect, use, disclose, and safeguard personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and, where applicable, provincial privacy legislation.

1. Scope of This Policy

This Privacy Policy applies to:

• visitors to our website
• individuals who complete our fit check questionnaire
• clients who engage our advisory services

2. Information We Collect

We may collect personal information that you provide directly to us, including:

• Name and contact details (e.g., email address)
• Information submitted through our fit check questionnaire
• Information shared during communications (including emails and session discussions)
• Information necessary to provide advisory services
• Transaction and payment-related information (processed through third-party providers)

Automatically Collected Information

When you visit our website, we may collect certain technical information automatically, including:

• IP address
• Browser type and device information
• Pages visited and time spent on the site
• Referring URLs

This information is used to understand how our website is used and to improve performance.

3. How We Use Your Information

We use personal information for the following purposes:

• To assess whether our services are a suitable fit
• To provide coaching and advisory services
• To communicate with you regarding your engagement
• To schedule sessions and manage client relationships
• To process payments through third-party providers
• To improve our website, services, and user experience
• To comply with legal and regulatory obligations

We do not use your information for unrelated purposes without your consent, except as permitted or required by law.

4. Confidentiality of Client Information

We treat client information with a high degree of confidentiality.

Information shared in the course of an advisory engagement will not be disclosed to third parties except:

• where necessary to deliver the services (e.g., scheduling, document signing platforms)
• where required or permitted by law
• where disclosure is necessary to prevent serious harm

While we take reasonable steps to protect confidentiality, communications over the internet cannot be guaranteed to be completely secure.

5. Third-Party Service Providers

We use third-party service providers to support our operations, including:

• Typeform — for intake and fit check questionnaires
• SignWell (or similar) — for document execution
• Calendly — for scheduling
• Payment processors (e.g., Stripe) — for secure payment processing

These providers may process personal information on our behalf. Each provider operates under its own privacy policy and security practices. We encourage you to review their policies before using these services.

6. Data Storage and Security

We implement reasonable administrative, technical, and organizational safeguards to protect personal information from unauthorized access, disclosure, alteration, and misuse.

However, no method of transmission or storage is completely secure. By using our services, you acknowledge and accept this inherent risk.

7. Data Retention

We retain personal information only for as long as necessary to:

• fulfill the purposes described in this Policy
• provide services to you
• comply with legal, regulatory, and business requirements

We may retain certain information after an engagement ends for record-keeping, dispute resolution, or legal compliance purposes. Payment card information is not stored by us and is processed securely by third-party providers.

8. Your Rights

Subject to applicable law, you may have the right to:

• request access to your personal information
• request correction of inaccurate or incomplete information
• request deletion of your personal information (where applicable)
• withdraw consent to the use of your information, subject to legal limitations

To exercise any of these rights, please contact us using the details below.

9. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to improve user experience, analyze website usage, and support website functionality.

You may disable cookies through your browser settings. Please note that some features of the website may not function properly if cookies are disabled.

10. Cross-Border Data Transfers

Some of our third-party service providers may store or process personal information outside of Canada. As a result, your information may be subject to the laws of other jurisdictions, including access by foreign courts or regulatory authorities.

11. Limitation of Responsibility

While we take reasonable steps to safeguard personal information, we are not responsible for:

• the privacy practices of third-party websites or services
• unauthorized access resulting from circumstances beyond our control
• information voluntarily disclosed by users in public or unsecured channels

12. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated version will be posted on this page with a revised effective date.

13. Contact Information

If you have questions about this Privacy Policy or wish to exercise your rights, please contact:

OnVerge Advisory
Email: hello@onvergeadvisory.ca