Introduction

At Vesta Legacy Planning Ltd. (“we,” “us,” or “our”), we respect your privacy. This policy explains how we collect, use, and protect your personal information when you use our services, including our secure file upload portal powered by JotForm. By using our services, you consent to these practices.

Information We Collect

We may collect:

• Personal Data: Name, email, phone number, and financial planning documents uploaded via JotForm’s encrypted file upload service.

• Technical Data: IP address, browser type, and usage patterns (via cookies).

How We Use Your Information

• To provide and improve our estate planning services.

• To securely store and process documents uploaded via JotForm.

• To comply with legal obligations (e.g., tax or regulatory requirements).

Secure File Uploads (JotForm)

• Encryption: Files are encrypted during transfer and storage.

• Access Control: Only authorized personnel can access uploaded documents.

• Retention: Files are deleted after fulfilling their purpose or upon your request.

Data Sharing & Third Parties

We do not sell your data. Limited sharing may occur with:

• Service Providers: JotForm (for secure uploads) and IT support.

• Legal Compliance: If required by Canadian law.

Your Rights (PIPEDA Compliance)

Under Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA), you may:

• Access, correct, or delete your personal data.

• Withdraw consent (note: this may limit service functionality).

Cookies & Tracking

We use cookies to analyze website traffic. You can disable cookies in your browser settings.

Data Security

We implement industry-standard measures (e.g., encryption, firewalls) to protect your data. However, no system is 100% secure—you upload files at your own risk.

Policy Updates

We may update this policy. Changes will be posted here with a revised “Last Updated” date.

Contact Us

Vesta Legacy Planning Ltd.

2-680 Marine Park Drive NE, Salmon Arm, BC, V1E 3L4

Email: [email protected]

Phone: (250) 515-5518