Privacy Policy

NorthAnchor Advisory Inc.

Effective Date: July 22, 2026

Last Reviewed: July 22, 2026

Introduction

NorthAnchor Advisory Inc. ("NorthAnchor", "we", "our", or "us") is committed to protecting the privacy of the individuals and organizations we serve.

This Privacy Policy explains how we collect, use, disclose, protect, and retain personal information when you visit our websites, use our products and services, communicate with us, or otherwise interact with NorthAnchor.

Our privacy practices are designed to comply with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable Canadian privacy legislation.

By using our websites, products, or services, you acknowledge the practices described in this Privacy Policy.

Accountability

NorthAnchor is responsible for the personal information under our control.

We maintain policies, procedures, and safeguards designed to ensure that personal information is collected, used, disclosed, retained, and protected in accordance with applicable privacy legislation.

Questions regarding this Privacy Policy or our privacy practices may be directed to our Privacy Office using the contact information provided at the end of this document.

Identifying Purposes

NorthAnchor collects personal information only for purposes that are reasonable and necessary to operate our business and provide our products and services.

These purposes may include:

  • Creating and managing customer accounts

  • Providing requested products and services

  • Responding to enquiries

  • Delivering customer support

  • Communicating important service information

  • Improving our websites and services

  • Maintaining the security of our systems

  • Meeting legal and regulatory obligations

  • Protecting our customers, employees, and business operations

Whenever reasonably possible, we identify the purpose for collecting personal information before or at the time it is collected.

Consent

Where required by law, NorthAnchor collects, uses, and discloses personal information with your knowledge and consent.

Consent may be express or implied depending on the nature of the information and the circumstances in which it is collected.

You may withdraw your consent at any time, subject to legal, contractual, or operational limitations. Withdrawal of consent may affect our ability to provide certain products or services.

Information We Collect

Depending on how you interact with NorthAnchor, we may collect the following categories of information.

Personal Information

  • Name

  • Email address

  • Telephone number

  • Mailing address

  • Organization name

  • Position or title

  • Information submitted through contact forms

  • Information voluntarily entered into our services

  • Documents or files you choose to upload or provide

Account Information

Where applicable, we may collect:

  • Username

  • Authentication information

  • Organization membership

  • User permissions

  • Account preferences

Technical Information

When you visit our websites or use our services, we may automatically collect:

  • IP address

  • Browser type and version

  • Device information

  • Operating system

  • Date and time of access

  • Pages visited

  • Referring website

  • Diagnostic and security information

  • Usage information necessary to maintain and improve our services

Limiting Collection

NorthAnchor limits the collection of personal information to what is reasonably necessary to fulfill the purposes identified in this Privacy Policy.

We do not collect personal information simply because it may be useful in the future.

How We Use Personal Information

We may use personal information to:

  • Provide products and services

  • Authenticate users

  • Respond to enquiries

  • Deliver customer support

  • Improve our products and websites

  • Monitor security

  • Prevent fraud or unauthorized access

  • Comply with legal obligations

  • Communicate important operational updates

NorthAnchor does not sell personal information.

NorthAnchor does not disclose personal information for third-party advertising purposes.

Data Ownership

Unless otherwise agreed in writing, information entered into NorthAnchor products remains the property of the individual or organization that provided it.

NorthAnchor processes and stores customer information solely for the purpose of providing the products and services requested by our customers.

Disclosure of Personal Information

NorthAnchor may disclose personal information only where appropriate, including:

  • To trusted service providers supporting our operations

  • To comply with legal requirements

  • To protect the rights, safety, or security of NorthAnchor or others

  • With your consent

Service providers acting on our behalf are required to protect personal information and may use it only for the services they provide to NorthAnchor.

International Processing

NorthAnchor stores customer information in Canada whenever practicable. To operate our services securely and reliably, certain supporting service providers—including content delivery, security, authentication, and transactional email providers—may process limited personal information outside Canada.

When information is processed outside Canada, it may be subject to the laws of the jurisdiction in which it is processed, including lawful access by courts, law enforcement agencies, or other government authorities. NorthAnchor selects service providers carefully and requires appropriate contractual, technical, and organizational safeguards to protect personal information.

Safeguards

NorthAnchor maintains reasonable administrative, technical, and physical safeguards appropriate to the sensitivity of the personal information we hold.

These safeguards include:

  • Encryption during transmission

  • Authentication controls

  • Role-based access permissions

  • Secure cloud infrastructure

  • Security monitoring

  • Regular backups

  • Ongoing maintenance and security improvements

While no security system can guarantee absolute protection, we continually review and improve our safeguards.

Accuracy

We take reasonable steps to ensure personal information is as accurate, complete, and current as necessary for the purposes for which it is used.

Individuals may request corrections where information is inaccurate or incomplete.

Retention

NorthAnchor retains personal information only for as long as reasonably necessary to:

  • Deliver requested products and services

  • Meet legal and regulatory obligations

  • Resolve disputes

  • Enforce agreements

  • Protect legitimate business interests

When personal information is no longer required, it is securely deleted, destroyed, or anonymized where appropriate.

Individual Access

Subject to applicable law, individuals may request:

  • Access to their personal information

  • Correction of inaccurate information

  • Information regarding how their personal information has been used

  • Withdrawal of consent where applicable

NorthAnchor will respond to requests within the timeframes required by applicable law.

Artificial Intelligence

Where NorthAnchor products include AI-assisted functionality, those features are designed to support users and improve productivity.

Unless specifically stated otherwise for a particular product or service, customer information is not used to train publicly available artificial intelligence models.

Cookies

Our websites may use cookies and similar technologies to:

  • Maintain secure sessions

  • Remember user preferences

  • Improve website functionality

  • Understand website usage

  • Enhance security

Additional information is available in our Cookie Policy.

Age Requirements

NorthAnchor's products and services are intended for businesses, organizations, and individuals who are legally capable of entering into agreements. We do not knowingly collect personal information from children without appropriate consent where required by applicable law.

International Processing

NorthAnchor may use trusted third-party service providers to support the delivery of our websites, products, and services. As a result, personal information may be stored, processed, or accessed in jurisdictions outside of Canada.

When personal information is processed outside Canada, it may be subject to the laws of the jurisdiction in which it is held, including lawful access by courts, law enforcement agencies, or other government authorities in accordance with applicable local laws.

NorthAnchor takes reasonable steps to ensure that any third-party service providers handling personal information on our behalf maintain safeguards appropriate to the sensitivity of the information and provide a level of protection consistent with applicable Canadian privacy legislation.

Changes to this Privacy Policy

NorthAnchor may update this Privacy Policy periodically to reflect changes in our business practices, products, services, or legal requirements.

The Effective Date at the beginning of this document indicates when this Privacy Policy was last revised.

Where appropriate, material changes will be communicated through our website or other suitable means.

Contact the Privacy Office

Questions, concerns, or requests relating to this Privacy Policy or our privacy practices may be directed to:

NorthAnchor Privacy Office

NorthAnchor Advisory Inc.

📧 privacy@northanchor.biz