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Privacy Policy

Last updated: November 8, 2026

This policy explains what personal information Consilium Dynamics Advisors Ltd. (“Consilium Dynamics”, “we”, “us”) collects, why we collect it, and what you can ask us to do with it. It covers consiliumdynamics.com, our online shop at shop.consiliumdynamics.com, our questionnaires, booking pages, payment pages, and the emails and text messages we send.

We are based in Toronto, Ontario, Canada, and we handle personal information in line with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA) and Canada’s Anti-Spam Legislation (CASL).

What we collect

  • Contact details you give us: name, email address, phone number, company name and job title, for example when you fill in a questionnaire, intake form, contact form or booking page.
  • Your answers: what you tell us in questionnaires, diagnostics and intake forms, such as your role, the challenges you want help with, your timing and budget.
  • Booking details: the date and time of calls you book with us.
  • Payment details: when you pay us, the payment is processed by our payment providers (Stripe, PayPal or Payhip). We receive a record of the payment, such as the amount, date and the last digits of the card. We never see or store your full card number.
  • Purchases and downloads from our shop.
  • Messages you send us by email, text, LinkedIn or Instagram.
  • Website usage: pages visited, the device and browser used, and general location (city or country), collected through cookies and similar tools. See “Cookies and analytics” below.

Why we use it

  • To reply to you and decide together whether our services are a good fit.
  • To book, run and follow up on calls, coaching sessions and advisory work.
  • To take payments, send receipts and reminders about upcoming payments, and keep accounting records.
  • To deliver products and downloads you request.
  • To send you emails or text messages you have agreed to receive. You can opt out at any time (see below).
  • To understand how people use our website so we can improve it.
  • To meet our legal, tax and accounting obligations.

We do not sell your personal information.

Text messages

If you tick the box to receive text messages, we may send you messages about your enquiry and sessions (such as booking reminders), and, if you agreed to it separately, occasional marketing messages. Message frequency varies and message and data rates may apply. Reply STOP to opt out or HELP for help. We do not share your phone number or text-message consent with third parties for their own marketing.

Who we share it with

We only share personal information with service providers who help us run our business, and only what they need to do their job. These include:

  • GoHighLevel (LeadConnector): our customer relationship system, used for forms, questionnaires, booking calendars, emails and text messages.
  • Stripe and PayPal: payment processing.
  • Payhip: our online shop and digital downloads.
  • Google: email, calendar and video calls (Google Workspace and Google Meet), and website analytics (Google Analytics).
  • Calendly: call booking.
  • Our website host and WordPress, which run this website.

Some of these providers store information outside Canada, including in the United States. When that happens, your information may be subject to the laws of that country. We may also disclose information if the law requires it.

Cookies and analytics

Our website uses cookies and similar tools, including Google Analytics and Google Tag Manager, to measure visits and see which pages are useful. Google may also load advertising-related scripts. You can block or delete cookies in your browser settings, and you can opt out of Google Analytics with Google’s browser add-on at tools.google.com/dlpage/gaoptout.

How long we keep it

We keep your information for as long as we need it for the purposes above. Client and payment records are kept for at least seven years to meet Canadian tax and accounting rules. If you never became a client, we delete or anonymise your details when they are no longer needed, or sooner if you ask.

How we protect it

We use reputable providers with their own security measures, protect our accounts with strong passwords and two-step sign-in, and limit access to the people who need it. No system is perfectly secure, but we take reasonable steps to keep your information safe.

Your choices and rights

  • Unsubscribe: every marketing email has an unsubscribe link, and you can reply STOP to any text message.
  • Access and correction: you can ask what personal information we hold about you and ask us to correct it.
  • Deletion: you can ask us to delete your information, unless we need to keep it by law.
  • Withdraw consent: you can withdraw your consent at any time, subject to legal or contractual limits.

To make a request, email info@consiliumdynamics.com. We will reply within 30 days.

Children

Our services are for business professionals. We do not knowingly collect information from anyone under 18.

Changes to this policy

We may update this policy from time to time. The date at the top shows when it was last changed.

Contact us

Consilium Dynamics Advisors Ltd.
Toronto, Ontario, Canada
Email: info@consiliumdynamics.com

If you are not satisfied with our response, you can contact the Office of the Privacy Commissioner of Canada at priv.gc.ca.

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