PRIVACY POLICY

Last updated: January 2025

This Privacy Policy explains how Sutherland Source Inc. (“we,” “us,” or “our”) collects, uses, stores, and protects your personal information when you access shaunsutherland.co, the Wealth Within Reach® Network, or any related tools, forms, assessments, downloads, or communication channels.

We are committed to transparency, confidentiality, and responsible handling of personal data, in accordance with PIPEDA (Personal Information Protection and Electronic Documents Act) and CASL (Canadian Anti-Spam Legislation).

1. Information We Collect

We collect only the information necessary to provide clarity-based educational services and communication.

1.1 Information You Provide

• Name

• Email address

• Phone number (optional)

• Quiz responses

• Form submissions

• Notes you voluntarily share in a Discovery Call or Clarity Boost

• Preferences for communication
  
  

1.2 Automatically Collected Information

• Basic analytics (pages visited, time spent, device type)

• IP address (for security and anti-spam protection)

We do not collect or store sensitive financial documents unless you voluntarily upload or send them, and we do not request Social Insurance Numbers, banking credentials, or other protected identifiers.

2. How Your Information Is Used

We use your information for:

2.1 Educational & Service Delivery

• Sending your Financial Clarity Toolkit

• Scheduling a Discovery Call or Clarity Boost Session

• Communicating next steps or resources based on your quiz responses

• Providing educational insights or general financial clarity
  
  

2.2 Network Coordination (When Requested)

If you request support from a licensed professional (mortgage, insurance, investment), we may share limited details with your consent to help coordinate an introduction.

We never share personal information without your explicit permission.

2.3 Communication

Under CASL compliance, you may receive:

• Email updates

• SMS confirmation messages

• Toolkit or resource links

• Booking details

You may unsubscribe at any time.

2.4 Business Operations

• Improving website experience

• Understanding what educational topics are most helpful

• Internal reporting and planning

We do not sell or rent your data.

We do not use your information for automated decision-making or profiling.

3. How Your Information Is Protected

We use industry-standard security measures to protect your information, including:

• Encrypted Google Workspace environment

• Secure form submissions

• Limited internal access

• Email verification processes

• No local storage of sensitive documents
  
  

However, no digital system can guarantee 100% security. By using our site, you acknowledge these common technological limitations.

4. Sharing of Information

We only share information under the following conditions:

4.1 With Your Consent

If you request to be connected with:

• A mortgage professional

• An insurance advisor

• A financial planner

• A legal or tax professional

We share only the information needed for them to contact you.

4.2 Legal Requirements

We may disclose information if required by law (extremely rare and typically only in legal investigations).

4.3 Service Providers

We use third-party platforms exclusively for:

• Email communication (Google, MailerLite, etc.)

• Booking systems

• Payment processing (if applicable)

These providers are contractually obligated to protect your data.

5. Your Rights (PIPEDA)

You have the right to:

✔ Request access to any personal information we hold

✔ Ask for correction of inaccurate information

✔ Withdraw consent to communications

✔ Request deletion of your data (where legally possible)

To make a request, contact: ask@shaunsutherland.co

6. CASL Compliance (Email & SMS)

By submitting your contact information, you consent to receiving:

• Toolkit delivery

• Booking confirmations

• Session reminders

• Follow-up educational resources

You can unsubscribe in one click or reply STOP to SMS messages.

We never send promotional messages without consent.

7. Cookies & Tracking

We may use basic cookies to:

• Improve site performance

• Understand visitor behaviour

• Load pages faster

No cookies collect personal financial data or track you across other websites.

8. Children’s Privacy

This website is not intended for individuals under 18.

We do not knowingly collect personal information from minors.

9. Changes to This Privacy Policy

We may update this policy occasionally.

By continuing to use the site, you accept the updated version.

10. Contact Information

For privacy questions or requests:

Sutherland Source Inc.

Email: ask@shaunsutherland.co

Website: shaunsutherland.co