Last updated: August 1, 2026
AdvisorCRM recognizes the importance of client privacy and the sensitivity of the personal information that we may have concerning any individual. We have a professional and ethical obligation to keep confidential all information we receive within a client relationship, subject to the client’s instructions to provide transactions. We are committed to safeguarding the personal information we have or control concerning any individual.
We manage your personal information in compliance with Alberta’s Personal Information Protection Act (PIPA) and will comply in certain circumstances with the federal privacy law, the Personal Information Protection and Electronic Documents Act (PIPEDA), as required.
We collect personal information for the purposes of serving the related needs of our clients. We require information to:
Personal information is any information that identifies you personally. In Alberta, business contact information such as your office address, job title, business phone number, email address, fax number or other related business contact information is not considered personal information. We follow reasonable and prudent business practices to collect, use and disclose your personal information for the purpose of providing you with services.
We collect your personal information directly from you. We ask for your consent at the start of our relationship, and during our relationship when we need to transact on your behalf. Your consent may be in writing, verbal or implied as necessary to further your needs. This privacy statement is your notice of the purposes for which we collect, use or disclose your personal information or business contact information.
Independent of the services provided, third parties may obtain relevant additional information in respect of an application you may have made. You will always be asked to sign a separate authority form to make you aware of this collection of personal information. This type of information may be derived from sources such as: yourself, professionals you engage, public registries, and financial institutions.
Our practice is to request either your written or express oral consent, which may be given in person or over the telephone. If you volunteer to provide relevant personal information verbally or in writing, we assume that you are consenting to the collection, use and disclosure of your personal information as described in this Privacy Policy. When you initiate contact with us, we may determine that consent has been implied for us to collect, use and disclose personal information in a reasonable manner. In some situations we will require express consent in writing, by the provision of a letter, application form, electronic signature, or other document authorizing certain activities.
There are certain circumstances where we are required or permitted by law to collect, use and disclose personal information without consent, for example:
We use your personal information to provide services to you. You may at any time withdraw your consent by notifying us. We do not disclose or sell your personal information or business contact information to any third party to enable them to market their products and services.
You have the right to request a correction of the personal information that we hold about you. We rely on you to provide us with accurate and up-to-date personal and business contact information. If during the course of our relationship any of your information changes, please inform us so that we can make any necessary changes.
In order to protect your personal information, we will:
You may request access to the personal information we have about you. The request must be in writing and directed to the privacy officer identified below. We are allowed to charge a reasonable fee for retrieval and copying of your personal information.
We may review and change this Privacy Policy from time to time in order to update our privacy commitment to you in keeping with the current privacy laws of Alberta. We will post the revised version on this page and update the “Last updated” date.
If you have any concerns, questions, or requests, please contact our Privacy Officer. We are based in Edmonton, Alberta, Canada.