Introduction

Everest Advisory Ltd. ("Everest Advisory", "we", "our", or "us") is committed to protecting the privacy, confidentiality, and security of the personal information entrusted to us.

This Privacy Policy describes how we collect, use, disclose, retain, and protect personal information obtained through our website, our services, and our interactions with clients, beneficiaries, trustees, executors, attorneys, advisors, and other individuals.

We strive to comply with applicable privacy laws, including the Personal Information Protection Act (British Columbia) and other applicable Canadian privacy legislation.

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Personal Information We Collect

Depending on the nature of our relationship with you, we may collect personal information including:

• Name and contact information;

• Mailing address;

• Email address and telephone number;

• Date of birth;

• Identification and verification information;

• Information relating to estates, trusts, beneficiaries, executors, trustees, attorneys, and related parties;

• Financial and banking information;

• Property and asset information;

• Tax-related information;

• Communications and correspondence with us;

• Information submitted through our website contact forms; and

• Any other information voluntarily provided to us in connection with our services.

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When you visit our website, we may also collect technical information such as your IP address, browser type, device information, website usage data, and cookie-related information.

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How We Collect Information

We may collect personal information:

• Directly from you;

• Through our website contact forms and communications;

• Through appointment scheduling tools;

• From your authorized representatives;

• From beneficiaries, executors, trustees, attorneys, or family members involved in a matter;

• From financial institutions and professional advisors;

• From public registries and government agencies where permitted by law; and

• From other sources as authorized by law.

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Purposes for Collection and Use

We collect, use, and disclose personal information for purposes including:

• Providing executor, trustee, estate administration, fiduciary, and advisory services;

• Assessing and administering estates and trusts;

• Communicating with clients, beneficiaries, advisors, and service providers;

• Responding to inquiries and requests;

• Facilitating appointments and consultations;

• Delivering newsletters, updates, publications, and other communications where requested;

• Verifying identity and preventing fraud;

• Fulfilling legal, regulatory, tax, and compliance obligations;

• Managing client relationships;

• Operating, maintaining, and improving our website; and

• Any other purpose permitted or required by law.

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We will only collect, use, and disclose personal information to the extent reasonably necessary for these purposes.

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Newsletter Communications

If you subscribe to our newsletter or other communications, we may collect and use your email address to provide updates, insights, publications, and information about our services.

You may unsubscribe from marketing communications at any time by following the unsubscribe instructions contained in the communication or by contacting us directly.

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Consent

By providing personal information to us, you consent to its collection, use, and disclosure in accordance with this Privacy Policy, except where otherwise permitted or required by law.

You may withdraw your consent at any time, subject to legal, contractual, or regulatory restrictions and reasonable notice.

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Disclosure of Information

We do not sell personal information.

We may disclose personal information where reasonably necessary to:

• Lawyers, accountants, tax advisors, and other professional advisors;

• Financial institutions and investment advisors;

• Government authorities and regulatory bodies;

• Courts, tribunals, and administrative authorities;

• Service providers assisting us in operating our business and website;

• Beneficiaries, executors, trustees, attorneys, or other authorized parties; and

• Other persons where authorized by law or with your consent.

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All disclosures are limited to information reasonably necessary for the applicable purpose.

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Third-Party Service Providers

We may engage trusted third-party service providers to assist in operating our business and website, including website hosting, appointment scheduling, email communications, analytics, information technology support, and related services.

For example, we may use third-party scheduling providers such as Calendly to facilitate appointment bookings.

These service providers may process personal information on our behalf and are expected to maintain appropriate confidentiality and security measures.

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Website Hosting and Technology

Our website may be hosted or operated using third-party website platforms and service providers. Information submitted through our website may be processed and stored by those providers in accordance with their applicable privacy practices and legal obligations.

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Cookies and Analytics

Our website may use cookies and similar technologies to improve functionality, understand website traffic, and enhance user experience.

You may configure your browser settings to refuse cookies; however, some website features may not function properly as a result.

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Third-Party Websites

Our website may contain links to third-party websites. Everest Advisory is not responsible for the privacy practices, content, or policies of external websites. We encourage users to review the privacy policies of any third-party sites they visit.

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Safeguards

We maintain reasonable physical, organizational, and technological safeguards designed to protect personal information against unauthorized access, use, disclosure, loss, theft, or modification.

While we employ reasonable security measures, no method of electronic transmission or storage can be guaranteed to be completely secure.

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Retention of Information

We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, to comply with legal and regulatory obligations, or as otherwise permitted by law.

When personal information is no longer required, it will be securely destroyed, deleted, or anonymized as appropriate.

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Access and Correction

You may request access to your personal information in our custody or request corrections to inaccurate information, subject to applicable legal restrictions.

Requests should be submitted using the contact information below.

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Changes to this Privacy Policy

We may update this Privacy Policy from time to time. The most current version will be posted on our website and will indicate the date of the latest revision.

Continued use of our website or services following any updates constitutes acceptance of the revised Privacy Policy.

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Contact Us

Questions, concerns, or requests regarding this Privacy Policy may be directed to:

Everest Advisory Ltd.

Website: everestadvisory.ca

Email: info@everestadvisory.ca

Telephone: (778) 997 2727

Mailing Address: 885 W Georgia St., Unit 1480, Vancouver, BC V6C 3E8