At Live Well & Happy DBA LW&H Workflow Strategies (“Company,” “we,” “our,” or “us”), we prioritize protecting your personal information. This policy outlines how we collect, use, and safeguard your data when you use our website, contact us by phone, email or other media, or visit our office, including but not limited to when you become a client of our firm.

We are committed to protecting your personal information and your privacy in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA). We are responsible for your personal information under our control and have appointed a Privacy Officer who is accountable for our personal information handling practices.

Effective Date: January 14, 2025

Information We Collect and How We Use It

The information we collect from you depends on the nature of the services provided to you. We collect personal information from you when you inquire about our services, become a client of the firm, communicate with us using our web forms to make a request or ask a question, or otherwise submit personal information to us with your communication.

We may also receive personal information about you from other sources, including for example from: your employer, our service providers, and or our service partners.

The majority of personal information we collect is when you voluntarily provide it, such as:

• Name, email address, phone number, organization address
• Customer support details related to service requests

We use this information for the following purposes:

• To respond to inquiries and provide customer support
• To improve our services and marketing efforts

We do not sell or share your personal data with third parties.

Consent

We respect your privacy. We will not collect, use or disclose your personal information without your prior consent. However, your consent may be expressed or implied. You may expressly give your consent in writing, verbally or through any electronic means. In certain circumstances, your consent may be implied by your actions. For example, by inquiring about our services, or when you become a client of our firm, you have consented to the collection, use and disclosure of your personal information for the purposes described in this privacy policy.

Links to Third-Party Websites, Social Network Plug-Ins

You may be able to access third-party website through links available on our website. You may also connect to social networks such as LinkedIn, Facebook, Instagram, Twitter, YouTube or others. These links are provided for your convenience. We do not have any control over those third-party websites, and we do not provide any guarantee that the privacy practices of the hosts of those websites meet our standards. Your use of such third-party website is at your own risk and will be governed by the privacy policies of those website and not by this privacy policy. Do not transmit personal information using those websites without reading the privacy policies governing those websites.

Tracking Technologies

We also automatically collect information when you visit our website in order to customize your experience. For example, we may collect information about what site referred you to our website, your browser type, operating system type and version, language, and your Internet Protocol (“IP”) address. We also collect information about how you browse through our website, including logging the pages you visit and the amount of time you spend on certain pages. We use this information for a number of technical purposes to ensure that our pages load correctly in your browser, as well as to personalize our offers to you. We also use this information to improve our website.

For example:

1. we use IP addresses to correct pages for your geographical location
2. we log the frequency of visits to certain pages on our website and how visitors navigate through our website in order to detect problems, improve our website and learn about what services are of interest to our clients or prospective clients
3. we track whether certain types of promotional e-mails were opened by you and whether you sought information about a particular service in order to make inferences about other services you might be interested in

You can manage your cookie preferences through your browser settings.

Data Retention

We retain your information for as long as necessary to fulfill the purposes for which we collected the information or as required by law. We maintain a records retention and destruction program to destroy information when it is no longer needed or required.

Data Security

We take administrative, technical and physical measures to safeguard your personal information against unauthorized access, unauthorized disclosure, theft and misuse. This includes limiting access of employees, and the use of, your personal information through the use of passwords and strong security measures. We do not publish all of our security measures online because this may reduce their effectiveness.

Although we take precautions against possible breaches of our security systems, no company can fully eliminate the risks of unauthorized access to your personal information and no website is completely secure. We cannot guarantee that unauthorized access, hacking, data loss or breaches of our security systems will never occur. Accordingly, you should not transmit personal information to us using our website if you consider that information to be sensitive.

We collect and use your personal information in order to provide you with professional services.

Some examples include:

1. to establish and manage our client relationship with you
2. to provide personal services to you
3. to share with third parties for the purpose of providing professional services
4. to establish and maintain billing practices including issuing invoices, administering accounts, collecting and processing payments and to fulfill contractual obligations
5. to understand and fulfill your requests for information about our services
6. to communicate with you about your requests or the services we provide to you
7. to develop or enhance the delivery of our services or to market those services to you
8. to manage and develop our client information management practices and databases
9. to comply with legal, regulatory or other reporting requirements or obligations we may have and
10. for any other purpose to which you consent

Your Rights and Choices

You have the right to inquire about the data we collect and or request removal or corrections to your personal data. To exercise these rights, contact us at: contactus@lwandh.com

Changes to This Privacy Policy

We reserve the right to update this policy periodically. Changes will be posted on this page with the updated effective date.

Contact Information

For any privacy-related questions, please reach out to:

• Lorena Mosquera
• Email: contactus@lwandh.com

Thank you for trusting Live Well & Happy DBA LW&H Workflow Strategies with your information. Your privacy is important to us.