Effective date: October 11, 2026
PlanIt Efficiency Solutions Inc. respects your privacy. This policy explains how personal information is handled when you visit our website, download resources, contact us or book a consultation.
Information we collect
When you submit a checklist inquiry, we collect the name, email address, business name (if provided) and service interest you enter. Email, phone and consultation communications may include contact details and information you choose to share about your business. Please avoid sending passwords, financial account details or sensitive client information through website forms.
Website hosting and security services may record technical information such as IP address, browser type, requested pages and access times to deliver the website, troubleshoot problems and protect against misuse.
How we use your information
We use information to respond to inquiries, arrange consultations, provide requested resources or services, and manage our business relationship. A checklist inquiry is a request for follow-up; it does not automatically subscribe you to a newsletter. You can download the checklist PDF and Excel workbook without submitting the inquiry form.
Service providers and external links
Our website uses WordPress and is hosted through Webnames. Form inquiries are delivered to our business email. Online consultation bookings are handled through Zoho Bookings. Meeting services, including Zoom when used, may process details needed to arrange or deliver your meeting. These providers process information under their own terms and privacy policies, and information may be processed outside Canada.
Social media links and other external links take you to independent websites. Their privacy practices apply when you visit or interact with them. We share information with service providers as needed to operate our website and deliver services, or where required by law.
Cookies and website features
Cookies or similar technologies may support website functionality, language preferences, administration and security. Third-party features, such as translation tools or booking services, may use their own cookies when you interact with them. You can manage cookies in your browser; restricting them may affect some features.
Retention and safeguards
We retain information for the purposes described above and to meet applicable business and legal requirements. We use reasonable safeguards appropriate to the information handled. No website, email system or internet transmission can be guaranteed completely secure.
Your choices and privacy requests
You may ask about the personal information we hold, request access or correction, or withdraw consent for further optional communications. Some information may need to be retained for legal or contractual reasons. We may request reasonable identity verification before responding to a personal information request.
Contact us about privacy
For privacy questions or requests, contact Kara Morgan, PlanIt Efficiency Solutions Inc., at info@planitefficiencysolutions.com or 905-488-1904. Please use “Privacy request” in your email subject. You may also contact the Office of the Privacy Commissioner of Canada with a privacy concern.
Policy updates
We may update this policy as our website or services change. The effective date above identifies the latest update.