Privacy Policy

Last Updated: January 2025

Introduction

Blueprint Wealth is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you enroll in our educational programs or interact with our website and services.

We handle all personal data in accordance with Canadian federal and provincial privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA) where applicable.

Information We Collect

Personal Information

We collect information that you provide directly to us, including:

  • Name and contact information (email address, phone number, mailing address)
  • Payment information for program enrollment
  • Communication preferences
  • Information provided in inquiries or support requests

Usage Data

When you access our learning platform, we automatically collect certain information:

  • Learning progress and program completion status
  • Interactive exercise responses
  • Access times and duration
  • Device and browser information
  • IP address and general location data

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience, analyze usage patterns, and improve our services. For detailed information about our cookie practices, please review our Cookie Policy.

Legal Basis for Processing

We process your personal information based on the following legal grounds:

  • Consent: You have provided explicit consent for us to process your information for specific purposes
  • Contract Fulfillment: Processing is necessary to deliver educational programs you've enrolled in
  • Legitimate Interest: We have a legitimate business interest in improving our services and communicating about relevant programs
  • Legal Obligation: Processing is required to comply with applicable laws and regulations

How We Use Your Information

We use collected information for the following purposes:

  • Providing access to educational programs and materials
  • Processing enrollment and payment transactions
  • Communicating about your program status and updates to content
  • Responding to inquiries and providing customer support
  • Analyzing usage patterns to improve program content and delivery
  • Ensuring security and preventing fraudulent activity
  • Complying with legal obligations
  • Sending information about related programs if you've consented to marketing communications

Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law.

  • Enrollment Records: Maintained for the duration of your program access plus seven years for tax and accounting purposes
  • Learning Progress: Retained while you have active access to programs
  • Communication Records: Kept for three years after last interaction
  • Marketing Preferences: Stored until you withdraw consent or request deletion

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Security measures include:

  • Encryption of data in transit and at rest
  • Secure access controls and authentication procedures
  • Regular security assessments and updates
  • Staff training on data protection practices
  • Incident response procedures

While we strive to protect your personal information, no method of transmission or storage is completely secure. We cannot guarantee absolute security but continuously work to maintain industry-standard protections.

Your Privacy Rights

Under Canadian privacy legislation, you have the following rights regarding your personal information:

  • Right to Access: Request confirmation of what personal information we hold about you and obtain a copy
  • Right to Rectification: Request correction of inaccurate or incomplete information
  • Right to Erasure: Request deletion of your personal information, subject to legal retention requirements
  • Right to Restrict Processing: Request limitation on how we use your information
  • Right to Data Portability: Receive your information in a structured, commonly used format
  • Right to Object: Object to processing based on legitimate interests or for marketing purposes
  • Right to Withdraw Consent: Withdraw previously given consent at any time

To exercise any of these rights, please contact us at [email protected]. We will respond to your request within 30 days.

Third-Party Service Providers

We engage third-party service providers to help us deliver and improve our services. These providers have access to personal information only as necessary to perform their functions and are contractually obligated to maintain confidentiality.

Third-party categories include:

  • Payment Processors: Secure processing of enrollment fees
  • Platform Hosting: Infrastructure for learning management system
  • Analytics Providers: Understanding usage patterns and improving services
  • Email Service Providers: Delivery of program communications

We never sell your personal information to third parties for their marketing purposes.

International Data Transfers

Some of our service providers may be located outside Canada. When we transfer personal information internationally, we ensure appropriate safeguards are in place to protect your data in accordance with Canadian privacy requirements. These safeguards may include standard contractual clauses or verification that the receiving jurisdiction provides adequate data protection.

Cookies and Tracking

For comprehensive information about how we use cookies and similar technologies, including how to manage your preferences, please refer to our Cookie Policy.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable legislation. We will notify you of material changes by posting the updated policy on our website and updating the "Last Updated" date.

For significant changes affecting how we use your personal information, we will provide additional notice through email or prominent notification on our platform, giving you the opportunity to review changes before they take effect.

Contact Information

If you have questions about this Privacy Policy or how we handle your personal information, please contact us:

Email: [email protected]

Phone: +1 (416) 365-9482

Address: 1 Dundas Street West, Suite 2500, Toronto, ON M5G 1Z3