Privacy Policy

Privacy Commitment

At OnPoint Wealth Coaching, protecting your privacy and maintaining the confidentiality of your personal information is a priority. We are committed to complying with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation. We collect, use, disclose, and retain personal information only for purposes that are reasonable, necessary, and directly related to providing coaching programs, assessments, educational content, planning tools, and related services through The Freedom Gameplan. We also comply with Canada's Anti-Spam Legislation (CASL) and will only send electronic communications with your consent or where otherwise permitted by law.

Accountability

OnPoint Wealth Coaching is responsible for the personal information entrusted to us. We maintain policies, procedures, and safeguards designed to protect personal information from unauthorised access, disclosure, loss, or misuse.

Information We Collect

Depending on your participation in The Freedom Gameplan, we may collect personal information including:

• Name, email address, phone number, and contact details.
• Business information and ownership details.
• Assessment and questionnaire responses.
• Financial, lifestyle, and goal-planning information voluntarily provided by you.
• Information related to your future plans, priorities, and personal vision exercises.
• Program progress and participation information.
• Website, browser, and platform usage information.
• Website usage information collected through advertising and analytics tools, such as pages visited, browser and device details, approximate location derived from your IP address, and cookie identifiers.

How We Use Your Information

We use personal information to:

• Understand your personal, financial, lifestyle, and business goals.
• Personalise your experience within The Freedom Gameplan and related programs.
• Generate assessments, scorecards, reports, insights, recommendations, and planning resources.
• Deliver educational content, coaching tools, and personalised guidance.
• Track your progress throughout the program and identify opportunities for improvement.
• Communicate with you regarding your assessment results, scores, completed activities, progress updates, milestone achievements, and recommended next steps.
• Provide reminders, notifications, and updates related to modules, activities, appointments, and program participation.
• Deliver personalised recommendations and insights based on the information you provide.
• Schedule and facilitate consultations, discovery meetings, coaching conversations, and follow-up support where applicable.
• Improve our programs, services, technology, educational content, and participant experience.
• Meet legal, regulatory, and professional obligations.

Advertising and Analytics Tracking

Our website uses Google Tag Manager and the Meta (Facebook) Pixel to understand how visitors find and use the site, to measure the effectiveness of our advertising, and, where permitted, to show you relevant ads. When active, the Meta Pixel shares information such as the pages you visit, referring pages, approximate location derived from your IP address, browser and device details, and cookie identifiers with Meta Platforms Ireland Ltd. and Meta Platforms, Inc. for measurement and advertising purposes. If you visit from a region that requires consent for advertising cookies, these tools remain inactive unless tracking is enabled for you.

• You can opt out of Meta's use of this information through your Facebook ad preferences or the Digital Advertising Alliance's opt-out tools.
• Google Tag Manager is used to manage these tools; each connected tool handles data under its own terms.
• You may contact us at any time to ask questions about this tracking or to withdraw your consent to electronic communications, in line with CASL.

Program Communications

By participating in The Freedom Gameplan, you consent to receiving communications related to your participation and progress within the program, including:

• Assessment and scorecard results.
• Personalised reports and recommendations.
• Progress updates and milestone notifications.
• Educational resources and learning content.