Effective Date: August 5, 2026

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Northern Asset Management ("Northern Asset Management", "we", "our", or "us") is committed to protecting the privacy and confidentiality of the personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose, store, and protect your personal information when you visit our website or interact with our services.

By using our website, you agree to the practices described in this Privacy Policy.
 

Our Commitment to Privacy

As a financial planning firm, we recognize the importance of safeguarding your personal information. We collect, use, and disclose personal information only as necessary to provide our services, comply with legal and regulatory obligations, and improve your experience with us.

Our privacy practices are designed to comply with applicable Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and, where applicable, provincial privacy legislation.
 

Information We Collect

Depending on how you interact with us, we may collect:

Personal Information

• Name

• Email address

• Telephone number

• Mailing address

• Employer or business information

• Information provided through contact forms or appointment requests

• Financial information you voluntarily provide during the planning process

• Any other information you choose to provide
   

Technical Information

When you visit our website, we may automatically collect information such as:

• IP address

• Browser type

• Device information

• Operating system

• Website usage information

• Pages visited

• Date and time of visits

• Referring website

This information helps us improve website performance, security, and user experience.
 

How We Use Your Information

We may use your personal information to:

• Respond to your inquiries

• Schedule consultations

• Provide financial planning and advisory services

• Communicate regarding your account or our services

• Send newsletters or educational content (with your consent where required)

• Improve our website and client experience

• Detect and prevent fraud or unauthorized activity

• Meet legal, regulatory, and professional obligations

We only collect information necessary for these purposes.
 

Consent

By providing your personal information, you consent to our collection, use, and disclosure of that information for the purposes identified in this Privacy Policy.

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

Sharing Your Information

We do not sell or rent your personal information.

We may disclose your information to trusted third parties when necessary, including:

• Technology service providers

• Website hosting providers

• Regulatory authorities

• Government agencies where required by law

• Professional advisors such as legal or accounting professionals

• Financial institutions or investment partners when required to provide requested services

All third parties are expected to maintain appropriate safeguards for your information.
 

Cookies and Website Analytics

Our website may use cookies and similar technologies to improve functionality and understand how visitors use our website.

Cookies may be used to:

• Remember user preferences

• Improve website performance

• Analyze website traffic

• Enhance security

You can adjust your browser settings to refuse cookies; however, doing so may affect certain website functionality.
 

Email Communications

If you subscribe to our newsletter or provide your email address, we may send educational information, company updates, or service-related communications.

You may unsubscribe from marketing communications at any time using the unsubscribe link included in our emails or by contacting us directly.
 

Data Security

We employ administrative, technical, and physical safeguards designed to protect your personal information against unauthorized access, loss, misuse, disclosure, alteration, or destruction.

While we take reasonable precautions, no method of electronic transmission or storage can be guaranteed to be completely secure.
 

Data Retention

We retain personal information only as long as necessary to fulfill the purposes for which it was collected, comply with legal and regulatory requirements, resolve disputes, and enforce our agreements.

When information is no longer required, it is securely destroyed or anonymized.
 

Your Privacy Rights

Subject to applicable law, you may have the right to:

• Request access to your personal information

• Request corrections to inaccurate information

• Withdraw consent where applicable

• Request information about how your data has been used

• Make a complaint regarding our privacy practices

Requests will be responded to within a reasonable timeframe and in accordance with applicable legislation.
 

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of external websites. We encourage you to review their privacy policies before providing personal information.
 

Children's Privacy

Our website is intended for adults seeking financial planning services and is not directed toward children under the age of 13. We do not knowingly collect personal information from children.
 

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal obligations. The updated version will be posted on this page with a revised effective date.

 

Global Maxfin Investments Inc.

Mutual fund and securities-related services are provided through Global Maxfin Investments Inc. Personal information collected in connection with those services is also handled in accordance with Global Maxfin's own privacy policy. We encourage you to review Global Maxfin Investments Inc.'s Privacy Policy and their disclaimers at:

www.globalmaxfin.ca/privacy

www.globalmaxfin.ca/disclaimer

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Contact Us

If you have questions about this Privacy Policy or wish to access or update your personal information, please contact:

Northern Asset Management

Email: admin@northernassetmanagement.com

Phone: 780-733-1259

Mailing Address: 280 King Street, Suite 1, Spruce Grove, AB

If you are not satisfied with our response to a privacy concern, you may contact the appropriate Canadian privacy regulator.