Privacy Policy

7 Elements Wealth Planning Inc. (Seven Elements) is committed to safeguarding the privacy of individuals and recognizes the importance of managing and protecting the Personal Information you provide. This policy outlines how we collect, use, and protect your information.

Collection of Personal Information

We collect personal information about clients, suppliers, employees, and other individuals to manage our business effectively. We will make reasonable efforts to inform individuals about the purpose for which their personal information will be used or disclosed. The collection and use of personal information will be limited to that necessary for legitimate business purposes or to comply with applicable legislation.

Accuracy of Personal Information

We strive to ensure that the personal information we collect and use is accurate and complete. Individuals will have the opportunity to review and update their information. If requested in writing, we will make the necessary changes to ensure the information is accurate.

Storage of Personal Information

We store personal information using both hard copy and electronic means, ensuring it is protected from unauthorized access, use, disclosure, or disposal.

Retention of Personal Information

We establish retention periods for the personal information we collect, which may be influenced by relevant legislation, including but not limited to the Personal Information Protection and Electronic Documents Act (PIPEDA) and other industry regulations.

Disclosure of Personal Information

We will not disclose personal information to employees or third parties unless necessary for business purposes or with your consent. We take reasonable steps to ensure that any third parties who handle personal information on our behalf adhere to the same privacy standards.

Access to Personal Information

We support your right to access your personal information. If you request it, we will provide you with access to your information in accordance with our procedures. Please note that a fee may apply for accessing records, where permitted by law.

Third-Party Partners

Seven Elements works with third-party organizations that may handle personal information in the course of providing services. These partners are required to meet our privacy, confidentiality, and security standards.

Employee and Third-Partner Compliance

All employees and third-party staff who manage or handle personal information have agreed to follow our Privacy Code and the procedures supporting it.

Contact Information

For any questions or concerns regarding your personal information, please contact us:

• Phone: 705.812.1322
• Email: admin@sevenwealth.ca

You may also contact the Office of the Privacy Commissioner of Canada for assistance:

• Toll-free: 1-800-282-1376
• Phone: (613) 995-8210
• Fax: (613) 947-6850
• 112 Kent Street Place de Ville Tower B, 3rd Floor Ottawa, Ontario K1A 1H3
• or on the Web at: https://www.priv.gc.ca/en/