Approved by: MB
Effective Date: August 1, 2020
Date Revised: September 8, 2022Sage & Summit Consulting is committed to safeguarding the personal information entrusted to us by our clients. We manage your personal information in accordance with Alberta’s, British Columbia’s and Canada’s Personal Information Protection Acts and other applicable laws. This policy outlines the principles and practices Sage & Summit Consulting follow in protecting your personal information. The policy also applies to any person providing services on our behalf. A copy of this policy is provided to any client on request.
What personal information do we collect?
We collect only the personal information that we need for the purposes of providing services to our clients, including personal information needed to:
- Open and manage an account
- Deliver requested products and services
- Enrol a client in a program
- Guarantee a travel or hotel reservation
- Contact clients about appointments
- Follow up with clients to determine satisfaction with products and services
- Notify clients of upcoming events of interest
We normally collect client information directly from our clients. We may collect your information from other persons with your consent or as authorized by law. We inform our clients, before or at the time of collecting personal information, of the purposes for which we are collecting the information.
We ask for consent to collect, use or disclose client personal information, except in specific circumstances where collection, use or disclosure without consent is authorized or required by law. We ask for your express consent for some purposes and may not be able to provide certain services if you are unwilling to provide consent to the collection, use or disclosure of certain personal information. Where express consent is needed, we will normally ask clients to provide their consent orally (in person, by telephone), in writing (by signing a consent form, by checking a box on a form, or electronically (by clicking a button). In cases that do not involve sensitive personal information, we may rely on “opt-out” consent.
We retain client personal information only as long as is reasonable to fulfill the purposes for which the information was collected or for legal or business purposes. We render client personal information non-identifying, or destroy records containing personal information once the information is no longer needed. We use appropriate security measures when destroying client personal information, including shredding paper records and permanently deleting electronic records. When you visit our web site, our web server automatically collects a limited amount of standard information essential to the operation and evaluation of the site. This information is not used to identify individuals who come to the site, nor is it disclosed to other public bodies or individuals.
The information that’s collected identifies the following:
- the page from which you arrived
- the date and time of your page request
- the IP address your computer is using to receive information
- the type and version of your browser
- the name and size of the file you request
Personal information
The only information we may use to identify you is the information you give voluntarily. For example, when you sign up for emails, you will be asked to provide your email address.
This personal information is disclosed only to the authorized personnel who use it to process and respond to your request.
While the personal information you send is secure once it reaches our web server, it may not be secure in transit between your computer and ours.
Questions and complaints If you have a question or concern about any collection, use or disclosure of personal information by Sage & Summit Consulting, or about a request for access to your own personal information, please contact Marderé Birkill, CEO and Principal Consultant, Sage and Summit Consulting, designated to ensure compliance with PIPA in the first instance.
