Privacy Policy

Last Updated: September 2, 2026

ForgePoint Consulting (“ForgePoint,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit our website, contact us, request services, or otherwise interact with ForgePoint.

We handle personal information in accordance with applicable Canadian privacy legislation, including Alberta's Personal Information Protection Act (“PIPA”) and, where applicable, the federal Personal Information Protection and Electronic Documents Act (“PIPEDA”). Alberta PIPA generally governs provincially regulated private-sector businesses in Alberta, while PIPEDA can apply to personal information involved in interprovincial or international commercial transactions.

1. Information We Collect

Depending on how you interact with ForgePoint, we may collect information such as:

• Your name, email address, telephone number and other contact information.
• Business name, website, business stage, number of employees and other business information.
• Information about the services or packages you are interested in.
• Information you voluntarily provide through forms, email, consultations or other communications.
• Client information reasonably required to provide accounting, tax, marketing, branding, website, CRM, automation, consulting or other requested services.
• Technical information associated with use of our website, such as browser, device, IP address and website interaction information where collected through cookies, analytics or similar technologies.

We seek to collect only information reasonably necessary for legitimate business purposes.

2. How We Use Personal Information

We may use personal information to:

• Respond to inquiries and consultation requests.
• Assess your business needs and provide or manage requested services.
• Communicate with clients and prospective clients.
• Prepare proposals and service recommendations.
• Maintain client and CRM records.
• Administer our website and business operations.
• Improve our services and customer experience.
• Send marketing communications where permitted by law.
• Prevent fraud, misuse and security incidents.
• Comply with legal, regulatory, accounting and tax obligations.

We will not use personal information for purposes that are unreasonable or unrelated to the purposes for which it was collected except where permitted or required by law.

3. Consent

Where required, ForgePoint obtains consent for the collection, use and disclosure of personal information. Consent may be express or implied depending on the circumstances and sensitivity of the information.

You may withdraw consent where legally permitted, subject to reasonable notice and any legal, contractual or operational restrictions. Withdrawal of consent may affect our ability to provide certain services.

4. Disclosure and Service Providers

ForgePoint may use third-party service providers to support functions such as website hosting, customer relationship management, email, communications, analytics, document management, accounting, automation, information technology and other business operations.

We may disclose personal information to these providers only as reasonably necessary for them to perform services on our behalf or as otherwise permitted or required by law.

ForgePoint does not sell personal information.

5. Processing and Storage Outside Canada

Some technology and service providers used by ForgePoint may collect, process, access or store personal information outside Canada. When information is processed in another jurisdiction, it may be subject to the laws of that jurisdiction.

Information about ForgePoint's use of service providers outside Canada, including applicable jurisdictions and purposes, may be obtained by contacting our Privacy Contact at privacy@forgepointconsulting.ca.

6. Cookies and Website Technologies

ForgePoint's website may use cookies and similar technologies necessary for website functionality and, where enabled, analytics, performance measurement and marketing.

Your browser may allow you to block or delete certain cookies. Some website functionality may not operate as intended if certain cookies are disabled.

Where consent is required for particular cookies or tracking technologies, ForgePoint will implement appropriate consent mechanisms.

7. Marketing Communications

Where permitted by applicable law, ForgePoint may use contact information to communicate about services, offers, business information or other relevant updates.

Recipients may unsubscribe from electronic marketing communications using the unsubscribe mechanism provided in those communications or by contacting ForgePoint.

8. Security

ForgePoint uses reasonable administrative, technical and physical safeguards appropriate to the sensitivity of the information in its custody or control. These measures are intended to protect personal information against risks such as unauthorized access, collection, use, disclosure, modification, loss or destruction.

No method of electronic transmission or storage is completely secure, and absolute security cannot be guaranteed.

9. Retention and Destruction

ForgePoint retains personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected and to satisfy applicable business, legal, tax, accounting and regulatory requirements.

When personal information is no longer reasonably required, we take appropriate measures to securely destroy, delete or anonymize it.

10. Access and Correction

You may request access to personal information ForgePoint holds about you and request correction of information that is inaccurate or incomplete, subject to applicable legal exceptions.

Requests should be made in writing to privacy@forgepointconsulting.ca.

11. Privacy Inquiries and Complaints

Questions, concerns, access requests or complaints regarding ForgePoint's privacy practices may be directed to:

We will review privacy inquiries and complaints and respond in accordance with applicable privacy requirements.

12. Changes to This Privacy Policy

ForgePoint may update this Privacy Policy periodically to reflect changes to our services, technologies, business practices or legal requirements. The updated version will be posted on this website with a revised “Last Updated” date.