Legal

Privacy Policy

We take your privacy seriously. This page explains what information we collect, how we use it, how we protect it, and the choices you have.

Last updated: November 2025

This Privacy Policy explains how The Biz Plans (“we”, “us”, “our”) collects, uses, discloses, and protects your personal information when you visit our website, contact us, or use our services.

1. Information We Collect

We may collect the following types of information:

  • Contact details: Your name, email address, phone number, and city or country.
  • Business and project information: Details you share about your business, financials, immigration file, or project requirements.
  • Documents: Files you upload or send to us (for example: business information, financial statements, immigration or lender guidelines).
  • Website and usage data: IP address, browser type, device information, pages visited, time spent on pages, and referring URLs, collected through cookies and analytics tools.
  • Booking and form data: Information submitted through our contact forms, project brief forms, Calendly bookings, or integrated tools such as Zoho CRM.

2. How We Use Your Information

We use your information to:

  • Respond to your inquiries and schedule consultations.
  • Assess your business planning needs and provide quotes or proposals.
  • Prepare business plans, financial models, and related supporting documents.
  • Communicate with you about project progress, revisions, and deliverables.
  • Improve our website, services, and client experience.
  • Maintain internal records, invoicing, and accounting.
  • Comply with legal, regulatory, or professional obligations.

3. Legal Basis for Processing (if applicable)

Depending on your location, we may process your personal information based on one or more of the following:

  • Your consent (for example, when you submit a form or sign up for a call).
  • Our legitimate interests in operating and improving our business and services.
  • Our need to perform a contract or take steps at your request before entering into a contract.
  • Compliance with legal obligations.

4. How We Store and Protect Your Information

We use a combination of technical and organizational measures to protect your information, including secure systems, passwords, access controls, and encryption where appropriate. Your information may be stored in:

  • Customer relationship management tools (such as Zoho CRM) for inquiry and lead management.
  • Scheduling tools (such as Calendly) for bookings.
  • Cloud storage or secure local storage for project files and working documents.
  • Accounting and invoicing systems for billing records.

Access to your information is limited to team members and service providers who need it to perform their work, and who are subject to confidentiality obligations.

5. Sharing Your Information

We do not sell or rent your personal information. We may share your information with:

  • Service providers that support our operations, such as hosting providers, CRM platforms, email and communication tools, and analytics services.
  • Professional advisors (for example accountants, lawyers, or immigration representatives) if you ask us to collaborate with them on your file.
  • Government or regulatory authorities if required by law, court order, or applicable regulations.

When we use third-party service providers, we aim to work with reputable vendors that apply appropriate safeguards to protect your data.

6. Cookies and Analytics

Our website may use cookies and similar technologies to enhance your browsing experience, understand how visitors use the site, and help us improve performance. These may include:

  • Essential cookies that enable core site functionality.
  • Analytics cookies (for example, Google Analytics) that help us understand traffic and usage patterns.
  • Marketing or tracking tools associated with our advertising or social media campaigns.

You can usually adjust your browser settings to block or delete cookies. Please note that some parts of the site may not function properly if you disable certain cookies.

7. How Long We Keep Your Information

We keep your information only as long as necessary for the purposes described in this Privacy Policy, including:

  • As long as we have an ongoing relationship with you as a client or prospective client.
  • For the time needed to meet legal, tax, and accounting requirements.
  • For a reasonable period to maintain business records and manage potential disputes.

8. Your Rights

Depending on your location, you may have the right to:

  • Request access to the personal information we hold about you.
  • Request corrections to inaccurate or incomplete information.
  • Request deletion of your personal information, subject to legal or contractual restrictions.
  • Object to or restrict certain types of processing.
  • Withdraw consent where processing is based on your consent.

To exercise these rights, please contact us using the details in the “Contact Us” section below. We may need to verify your identity before responding to your request.

9. International Transfers

Our business and some of our service providers may be located in different countries. By using our website or services, you understand that your information may be transferred and processed outside your province, state, or country, where privacy laws may differ. We take reasonable steps to ensure that data transfers are carried out in compliance with applicable laws.

10. Third-Party Websites

Our website may contain links to other websites that are not operated or controlled by us. This Privacy Policy does not apply to those third-party sites. We recommend that you review the privacy policies of any external sites you visit.

11. Children’s Privacy

Our services are intended for business owners, professionals, and organizations. We do not knowingly collect personal information from children. If you believe that a child has provided us with personal information, please contact us so that we can delete it.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational reasons. When we make material changes, we will update the “Last updated” date at the top of this page. We encourage you to review this page periodically.

13. Contact Us

If you have any questions about this Privacy Policy, or if you wish to exercise your rights or update your information, you can contact us at:

The Biz Plans
51 Burnhamill Pl, Toronto, ON M9C 3S3, Canada
Email: info@thebizplans.com
Phone: +1 647-896-8362