PRIVACY POLICY
Last updated: January 2026
This Privacy Policy explains how ShaCole® Group (“we,” “us,” or “our”) collects, uses, stores, and protects your personal information when you access shaunsutherland.ca, the Wealth Within Reach® framework, or any related tools, forms, assessments, booking systems, downloads, or communication channels.
We are committed to transparency, confidentiality, and responsible handling of personal information in accordance with:
• PIPEDA (Personal Information Protection and Electronic Documents Act)
• CASL (Canadian Anti-Spam Legislation)
1. Information We Collect
We collect only the information necessary to support communication, scheduling, and the delivery of clarity-based educational resources.
1.1 Information You Provide
You may voluntarily provide:
• Name
• Email address
• Phone number (optional)
• Clarity Check responses
• Form submissions
• Notes voluntarily shared during Quick Connect conversations or Clarity Sessions
• Communication preferences
Providing this information is always optional, although certain features of the website may require it.
1.2 Automatically Collected Information
Basic technical information may be collected automatically when you visit the website, including:
• Pages visited
• Time spent on pages
• Device and browser type
• IP address (used for security and anti-spam protection)
This information helps improve the performance and reliability of the website.
We do not collect sensitive financial documents, Social Insurance Numbers, banking credentials, or other protected identifiers through this website.
2. How Your Information Is Used
Your information may be used for the following purposes.
2.1 Communication and Scheduling
• Responding to inquiries
• Scheduling Quick Connect conversations
• Scheduling Clarity Sessions
• Sending confirmations, reminders, or follow-up communication
2.2 Educational Resource Delivery
Information may be used to:
• provide clarity-based educational insights
• share relevant resources
• communicate next steps based on Clarity Check responses
2.3 Service Coordination (When Requested)
In situations where regulated financial services are required, individuals may request introductions to licensed professionals.
If requested, limited information may be shared only with your consent to facilitate communication.
No information is shared without explicit permission.
2.4 Website Operations
Information may also be used to:
• improve website performance
• understand how educational resources are used
• support internal operational planning
We do not sell, rent, or trade personal data.
We do not use automated decision-making or profiling systems.
3. How Your Information Is Protected
We implement industry-standard security practices to protect personal information, including:
• secure form submissions
• encrypted communication environments
• limited internal access to data
• authentication controls for administrative systems
While reasonable safeguards are used, no digital system can guarantee absolute security. By using this website, you acknowledge the inherent risks associated with internet communications.
4. Sharing of Information
We share information only under the following circumstances.
4.1 With Your Consent
Information may be shared if you request to be introduced to a licensed professional such as:
• mortgage professionals
• insurance advisors
• financial planners
• legal or tax professionals
Only the information required for the introduction will be shared.
4.2 Service Providers
We may use trusted third-party service providers for operational functions such as:
• email communication
• scheduling platforms
• secure form processing
• payment processing (if applicable)
These providers are required to maintain appropriate privacy protections.
4.3 Legal Requirements
Personal information may be disclosed if required by law or legal process.
Such situations are rare and typically occur only in connection with lawful investigations.
5. Your Privacy Rights (PIPEDA)
Under Canadian privacy law, you have the right to:
✔ Request access to personal information we hold about you
✔ Request corrections to inaccurate information
✔ Withdraw consent to communications
✔ Request deletion of personal information where legally permitted
Requests may be submitted using the contact information provided below.
6. CASL Compliance (Email and SMS)
By submitting contact information through this website, you may receive communications related to:
• Clarity Check responses
• Quick Connect scheduling
• Clarity Session confirmations
• educational resources
• service-related updates
You may unsubscribe at any time using the unsubscribe link in emails or by replying STOP to SMS messages where applicable.
Promotional communications are sent only where appropriate consent has been obtained.
7. Cookies and Website Tracking
This website may use basic cookies to:
• improve website functionality
• understand visitor behaviour
• enhance page loading performance
Cookies used on this website do not collect personal financial data and are not used to track users across unrelated websites.
8. Children’s Privacy
This website is intended for individuals 18 years of age or older.
We do not knowingly collect personal information from minors.
9. Framework and Regulated Services
The Wealth Within Reach® framework is an educational decision-support methodology.
It does not provide regulated financial services.
Where regulated services are required, they are provided separately through appropriately licensed professionals under their own regulatory and contractual obligations.
10. Changes to This Privacy Policy
This Privacy Policy may be updated periodically.
Any changes will be reflected by the “Last Updated” date at the top of this page.
Continued use of the website indicates acceptance of the updated policy.
11. Contact
For privacy questions or requests regarding your personal information, please use the Contact page on this website.
Requests submitted through the Contact page will be directed to the appropriate administrator for review and response.