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Privacy Policy

Privacy Policy

Effective Date: July 8, 2026 Last Updated: July 8, 2026

Strata Reserve Planning ("we," "us," "our," or the "Company") operates the website www.stratareserveplanning.com (the "Site") and provides reserve fund planning, depreciation reports, and related advisory services to strata corporations and property managers (the "Services").

This Privacy Policy explains how we collect, use, disclose, and protect personal information in the course of operating the Site and delivering the Services. It is intended to comply with applicable Canadian privacy law, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

By using the Site or engaging our Services, you agree to the collection and use of information in accordance with this Policy.

1. Information We Collect

We collect information in the following ways:

1.1 Information You Provide Directly

  • Contact information: name, job title, company/strata corporation name, email address, mailing address, and phone number.
  • Account and engagement information: details provided when you request a quote, retain us for a reserve fund study or depreciation report, or otherwise engage our Services.
  • Property and financial information: building specifications, maintenance records, financial statements, reserve fund balances, and related documentation submitted for the purpose of preparing reserve fund studies or depreciation reports.
  • Communications: information you provide when you contact us by email, phone, or through a contact form, including any inquiries, feedback, or support requests.
  • Payment information: billing details necessary to process payments for our Services. Payment card information is processed by a third-party payment processor and is not stored on our systems.

1.2 Information Collected Automatically

When you visit the Site, we may automatically collect:

  • IP address, browser type, device type, and operating system.
  • Pages visited, time spent on pages, referring/exit pages, and click patterns.
  • Cookies and similar tracking technologies (see Section 6).

1.3 Information from Third Parties

We may receive information about you from property management companies, strata councils, or other authorized representatives who engage us on behalf of a strata corporation.

2. How We Use Your Information

We use collected information to:

  • Provide, deliver, and administer reserve fund studies, depreciation reports, and related Services;
  • Communicate with you about your engagement, including scheduling, deliverables, and follow-up questions;
  • Process payments and manage billing;
  • Respond to inquiries and provide customer support;
  • Improve and maintain the Site and our Services;
  • Send administrative information, such as changes to our terms or policies;
  • Send marketing communications, where you have consented or as otherwise permitted by law (you may opt out at any time, see Section 8);
  • Comply with legal, regulatory, and professional obligations; and
  • Detect, prevent, and address fraud, security, or technical issues.

3. Legal Basis for Processing (Consent)

We collect, use, and disclose personal information only with the knowledge and consent of the individual, except where permitted or required by law (for example, to comply with a legal obligation, or where information is necessary to investigate a breach of an agreement). Consent may be express or implied depending on the sensitivity of the information and the circumstances of collection. You may withdraw consent at any time, subject to legal or contractual restrictions and reasonable notice, by contacting us using the details in Section 11.

4. How We Disclose Information

We do not sell your personal information. We may disclose information to:

  • Service providers: third parties who perform services on our behalf, such as IT hosting, data storage, accounting, and payment processing, under contractual obligations to protect your information and use it only for the purposes we specify.
  • Strata councils and property managers: where information is disclosed to or exchanged with authorized representatives of a strata corporation in connection with the Services.
  • Legal and regulatory authorities: where required by law, court order, or governmental regulation, or to protect our legal rights.
  • Business transfers: in connection with a merger, acquisition, financing, or sale of business assets, subject to standard confidentiality arrangements.

5. Data Retention

We retain personal information only as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. Reserve fund study and depreciation report records may be retained for extended periods consistent with professional standards and provincial record-keeping requirements applicable to our industry. When information is no longer required, we securely destroy, delete, or anonymize it.

6. Cookies and Tracking Technologies

The Site may use cookies and similar technologies to:

  • Enable core Site functionality;
  • Understand how visitors use the Site (analytics);
  • Remember preferences and improve user experience.

You can control cookies through your browser settings, including blocking or deleting them. Disabling cookies may affect certain features of the Site.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction, including access controls, encryption where appropriate, and secure storage of client records. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights and Choices

Subject to applicable law, you have the right to:

  • Access the personal information we hold about you;
  • Correct inaccurate or incomplete information;
  • Withdraw consent to certain uses of your information, subject to legal or contractual limitations;
  • Opt out of marketing communications by using the unsubscribe link in emails or contacting us directly;
  • File a complaint with us or with the applicable privacy regulator (see Section 10) if you believe your information has been handled improperly.

To exercise these rights, contact us using the details in Section 11. We may need to verify your identity before fulfilling a request.

9. Third-Party Links

The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party site you visit.

10. Regulatory Contact

If you have concerns about our handling of personal information that we are unable to resolve, you may contact the Office of the Privacy Commissioner of Canada (www.priv.gc.ca) or, if applicable, your provincial privacy regulator (e.g., the Office of the Information and Privacy Commissioner for British Columbia).

11. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our handling of your personal information, please contact:

Strata Reserve Planning Privacy Officer Email: [insert privacy contact email] Mailing Address: [insert business mailing address] Phone: [insert phone number]

12. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The "Last Updated" date at the top of this Policy indicates when it was last revised. We encourage you to review this Policy periodically. Continued use of the Site or Services after changes take effect constitutes acceptance of the revised Policy.