top of page

Privacy Policy

Next Steps Planning INC. collects and safeguards personal information in compliance with PIPEDA and applicable provincial laws. 

Policy: We make our privacy policies publicly available and adhere to the guidelines of the companies we represent. 

Procedures: 

  • All privacy inquiries are directed to the compliance officer. 

  • Client access requests are fulfilled within 30 days. 

  • Misuse or breaches are reported immediately and documented. 

Privacy Breach Process 

Containment: Engage IT support, change passwords, notify impacted companies, and file police reports if necessary. 

Documentation: Maintain breach records for 24 months. 

RROSH Assessment: Determine if breach poses a Real Risk of Significant Harm. 

Mandatory Reporting: Notify affected individuals and regulators as required under PIPEDA. 

Client Consent 

Consent is obtained at the start of the client relationship for collection, use, and disclosure of personal information. 

Clients are informed about: 

  • Purpose of collection 

  • Access by staff or third parties 

  • Out-of-country storage risks 

  • Ability to withdraw consent 

Safeguards 

Technological: Encryption, antivirus, firewalls, strong passwords, secure email. 

Physical: Locked cabinets, secure office layout, laptop security protocols. 

Organizational: Access limited on a need-to-know basis, confidentiality agreements in place. 

Training Program 

All staff complete initial and annual refresher training on privacy policies. 

Records of training completion are maintained. 

Self-Review & Amendments 

Annual self-review ensures compliance with privacy legislation and company guidelines. 

Amendments are documented in the revision history. 

bottom of page