Privacy Policy

Introduction

Trusted Legacy Consulting (TLC) Corporation ("we," "us," or "our") is committed to protecting the privacy of individuals who visit our website, use our services, or otherwise interact with us. This Privacy Policy explains how we collect, use, disclose, and protect your personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

Information We Collect

We may collect the following types of personal information:

• Contact information such as your name, email address, phone number, and company name when you submit our contact form or reach out to us directly
• Information you provide during consultations related to estate planning, trust administration, incapacity planning, or disability navigation
• Website usage data including pages visited, time spent on pages, and referral sources, collected through standard web analytics

How We Use Your Information

We use personal information for the following purposes:

• To respond to your inquiries and schedule consultations
• To provide estate planning, trust advisory, and legacy consulting services
• To communicate with you about our services, events, or educational content you have opted into
• To improve our website and service offerings
• To comply with legal and regulatory obligations

Consent

By submitting your personal information through our website or engaging our services, you consent to the collection, use, and disclosure of your information as described in this policy. You may withdraw your consent at any time by contacting us, subject to legal or contractual obligations.

Disclosure of Information

We do not sell, rent, or trade your personal information. We may share your information with trusted third parties only in the following circumstances:

• With professional service providers (such as lawyers, accountants, or financial advisors) when you have engaged us to coordinate with them on your behalf
• With service providers who assist us in operating our website or conducting our business, subject to confidentiality agreements
• When required by law, regulation, or legal process

Data Security

We implement reasonable physical, technical, and administrative safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, or as required by applicable law. When personal information is no longer needed, it is securely destroyed or anonymized.

Your Rights

Under PIPEDA and applicable privacy legislation, you have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Withdraw your consent to the collection, use, or disclosure of your information
• File a complaint with the Office of the Privacy Commissioner of Canada if you believe your privacy rights have been violated

Cookies and Website Analytics

Our website may use cookies and similar technologies to enhance your browsing experience and collect aggregate usage data. You can adjust your browser settings to refuse cookies, though this may affect certain website functionality.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.

Contact Us

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

Trusted Legacy Consulting (TLC) Corporation
Email: connect@trustedlegacy.ca
Phone: 1 905 531 4TLC (4852)