Privacy Policy

Northern Shield Savings ("we," "our," or "us") is committed to protecting the privacy and personal information of our clients, website visitors, and individuals who interact with our services. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at northernshieldsavings.ca, submit forms, download resources, or engage with our services.

By accessing our website or providing your personal information, you consent to the practices described in this policy. If you do not agree with the terms outlined here, please do not use our website or submit any personal information.

We collect information that you voluntarily provide to us when you fill out forms on our website, request resources such as the Corporate IFA Playbook, or contact us directly. This includes your first and last name, email address, phone number, province of residence, type of business, approximate retained earnings range, and any additional information you choose to share in message fields.

We also collect certain information automatically when you visit our website, including your IP address, browser type, operating system, referring URLs, pages visited, and the dates and times of your visits. This information is gathered through cookies, web beacons, and similar tracking technologies.

When you interact with our advertisements on platforms such as Meta (Facebook and Instagram), we may receive information you provide through lead forms, including your name, email, phone number, and responses to qualifying questions.

We use the information we collect to deliver the resources you request, such as the Corporate IFA Playbook. We also use your information to respond to your inquiries, schedule consultations, and provide you with information about our corporate wealth strategies and services.

Your information helps us personalize your experience and communicate with you through email, SMS, and phone regarding our services. We may send follow-up communications related to resources you have downloaded or inquiries you have made. We also use aggregated, anonymized data to analyze website traffic, improve our services, and measure the effectiveness of our marketing campaigns.

We do not sell, rent, or trade your personal information to third parties for their marketing purposes. We may share your information with trusted service providers who assist us in operating our website, managing our customer relationship systems, sending communications, and processing data. These providers are contractually obligated to protect your information and use it only for the purposes we specify.

We may also disclose your information if required by law, regulation, legal process, or governmental request, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

Your personal information is stored on secure servers and within our customer relationship management platform. We implement industry-standard security measures, including encryption, access controls, and secure data transmission protocols, to protect your information from unauthorized access, alteration, disclosure, or destruction.

While we take reasonable precautions to safeguard your data, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security of your information.

Our website uses cookies and similar technologies to enhance your browsing experience, analyze site traffic, and understand where our visitors come from. Cookies are small data files stored on your device that help us remember your preferences and improve site functionality.

We may use third-party analytics services, such as Google Analytics and the Meta Pixel, to collect and analyze usage data. These services may use cookies and similar technologies to track your interactions with our website. You can manage your cookie preferences through your browser settings. Disabling cookies may affect certain features of our website.

Under applicable Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA), you have the right to access the personal information we hold about you, request corrections to inaccurate information, and withdraw your consent to our collection and use of your information.

You may unsubscribe from our email and SMS communications at any time by clicking the unsubscribe link in any message or by contacting us directly. To exercise any of your privacy rights, please contact us using the information provided below.

Our website may contain links to third-party websites, services, or platforms. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or business operations. When we make changes, we will update the "Last updated" date at the top of this page. We encourage you to review this policy periodically.

If you have any questions about this Privacy Policy, wish to exercise your privacy rights, or have concerns about how your information is being handled, please contact us at: