Apex Advisory Group ("we," "us," or "our") is committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.apexadvisorygroup.ca or engage our business consulting services.
 

We operate in compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and the Personal Information Protection Act (PIPA) of Alberta. Please read this policy carefully. If you disagree with any terms, please discontinue use of our Website and services.

 

1. Information We Collect

1.1 Personal Information You Provide

When you contact us, inquire about our services, or enter into a consulting engagement, we may collect:

• Full name and job title

• Business name and industry

• Email address and phone number

• Mailing or business address

• Payment information (processed securely through our payment processor; we do not store full card details)

• Any other information you voluntarily provide in correspondence or forms

1.2 Information Collected Automatically

When you visit our Website, we and our analytics partners may automatically collect:

• IP address and general geographic location

• Browser type and version

• Pages visited, time on page, and referring URLs

• Device type and operating system

• Cookie and tracking data (see Section 5)

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2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide business consulting services

• Process payments and manage billing

• Send service-related communications, invoices, and updates

• Improve our Website functionality and user experience

• Analyze website traffic and usage through analytics tools

• Comply with applicable laws and regulations

• Protect against fraud and unauthorized use

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

 

3. Legal Basis for Processing

We collect and process your personal information based on one or more of the following grounds:

• Consent: where you have given us explicit permission (e.g., opting in to communications).

• Contractual necessity: to fulfill our obligations under a consulting agreement or SOW.

• Legitimate interests: to improve our services, maintain Website security, and conduct business analytics.

• Legal obligation: where required by applicable law.

 

4. Disclosure of Your Information

We may share your information with:

• Service Providers: Third parties who assist us in operating our Website or services (e.g., payment processors, email providers, IT support), bound by confidentiality obligations.

• Legal Authorities: When required by law, court order, or government authority.

• Business Transfers: In the event of a merger, acquisition, or sale of our business, your information may be transferred as part of the transaction.

We require all third parties to respect the security of your personal data and treat it in accordance with applicable privacy laws.

 

5. Cookies and Analytics

5.1 What Are Cookies

Cookies are small text files placed on your device when you visit a website. They help us recognize your browser and remember your preferences.

5.2 Types of Cookies We Use

• Essential Cookies: Necessary for the Website to function properly. These cannot be disabled.

• Analytics Cookies: Used to understand how visitors interact with our Website (e.g., Google Analytics). These help us improve performance and content.

• Preference Cookies: Remember your settings and preferences to personalize your experience.

5.3 Managing Cookies

You can control and/or delete cookies through your browser settings. Disabling certain cookies may affect your experience on the Website. For more information on managing cookies, visit www.allaboutcookies.org.

 

6. Payment Information

Payment transactions on our Website or through our services are processed by secure, third-party payment processors. Apex Advisory Group does not directly store, collect, or process full credit card numbers or banking details. Our payment processors are required to maintain industry-standard security measures (PCI-DSS compliance).

 

7. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. When information is no longer required, we securely delete or anonymize it.

In general:

• Client engagement records are retained for a minimum of 7 years to comply with Canadian tax and business law requirements.

• Website analytics data is retained in accordance with the policies of the applicable analytics provider.

• Marketing communications opt-out records are retained indefinitely to honor your preferences.

 

8. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encrypted data transmission (SSL/TLS)

• Restricted access to personal information on a need-to-know basis

• Secure storage of physical and digital records

However, no method of data transmission over the internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

 

9. Your Privacy Rights

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

• Access: Request a copy of the personal information we hold about you.

• Correction: Request that we correct any inaccurate or incomplete information.

• Withdrawal of Consent: Withdraw your consent to our collection or use of your information, subject to legal or contractual restrictions.

• Complaint: File a complaint with the Office of the Privacy Commissioner of Canada (OPC) at www.priv.gc.ca.

To exercise any of these rights, please contact us using the information in Section 12 below.

 

10. Third-Party Websites

Our Website may contain links to third-party websites. This Privacy Policy does not apply to those websites. We encourage you to review the privacy policies of any third-party sites you visit.

 

11. Children's Privacy

Our Website and services are intended for adults and business professionals. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have inadvertently collected such information, we will take steps to delete it promptly.

 

12. Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will post the updated policy on this page with a revised effective date. We encourage you to review this page periodically.

 

13. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our handling of your personal information, please contact our Privacy Officer:

 

Apex Advisory Group — Privacy Officer

Website: www.apexadvisorygroup.ca

Email: info@apexadvisorygroup.ca