Privacy Policy

Information Collected

How Information Is Used

Personal details include name, contact information, appointment schedules, intake submissions, client-reported wellness context, consulting notes, transaction statuses, and basic technical access logs.

Information is utilized to respond to inquiries, assess service fit, deliver scheduled virtual sessions, build personalized educational strategies, document payments, and fulfill administrative duties.

Complete payment card information is processed directly by secure third-party payment providers and is never received or stored on internal servers.

Data helps maintain accurate consulting records, support client communications, and ensure compliance with applicable administrative and legal requirements.

Third Parties & Rights

Service Providers

Sharing & Security

Retention & Access

Vetted third-party tools are used for video conferencing, email, appointment scheduling, form collection, and secure storage. Providers may process data outside Canada under their privacy terms.

Personal information is never sold. Data is shared strictly with essential operational providers, upon explicit client consent, or when legally mandated using administrative and technical safeguards.

Records are retained only as long as necessary for consulting delivery and legal compliance. Clients may request access to or correction of personal records at any time.

Privacy Support

For privacy questions, access requests, or record corrections, contact Henry Pan in Waterloo, Ontario, Canada at support@panwealth.co.