Privacy Policy
NexPlan Institute Inc.
Effective date: August 1, 2026
Last updated: July 17, 2026
Privacy Overview
NexPlan Institute respects the privacy of website visitors, clients, learners, coaching participants, workshop participants, intensive participants, subscribers, purchasers, partners, and business contacts. This Privacy Statement explains how NexPlan Institute may collect, use, disclose, store, protect, retain, transfer, and manage personal information through its website, online forms, checkout pages, store, booking pages, learning platforms, program registrations, events, coaching services, workshops, intensives, communications, and related services. NexPlan Institute is a Canadian owned company located in Okotoks, Alberta, Canada, and may serve users located in Canada and internationally.
NexPlan Institute intends to comply with applicable Canadian privacy laws, including federal and Alberta privacy requirements where applicable. If personal information is transferred, stored, accessed, or processed outside Alberta or Canada by service providers, it may be subject to the laws of the jurisdiction where it is processed.
NexPlan Institute intends to comply with applicable Canadian and Alberta privacy requirements, including accountability, identified purposes, consent, limiting collection, limiting use and disclosure, retention limits, accuracy, safeguards, openness, individual access, and complaint-handling principles where applicable.
Information We Collect
- Contact information, such as name, email address, phone number, mailing address, organization, and role.
- Registration information for courses, workshops, consultations, events, memberships, or downloadable resources.
- Payment and billing information processed through approved third-party payment providers.
- Communication records, including inquiries, support requests, feedback, survey responses, and newsletter preferences.
- Website usage information, such as browser type, device information, pages visited, referral source, approximate location, cookies, analytics identifiers, and similar technical data.
- Information voluntarily submitted through assessments, intake forms, questionnaires, or transition-planning tools.
How We Use Information
- To provide, administer, and improve courses, programs, consultations, events, resources, and website services.
- To process registrations, payments, confirmations, cancellations, refunds, certificates, and account-related requests.
- To respond to inquiries and provide customer service.
- To send administrative messages, service updates, policy notices, newsletters, and marketing communications where permitted.
- To personalize user experience and improve website performance, content, accessibility, and security.
- To comply with legal, accounting, tax, security, fraud-prevention, contractual, and regulatory obligations.
Consent and Choices
By using the website, submitting information, registering for a program, or communicating with NexPlan Institute, users consent to the collection, use, and disclosure of personal information as described in this Privacy Statement, subject to applicable law. Users may withdraw consent to optional communications at any time, but withdrawal may limit NexPlan Institute's ability to provide certain services.
Cookies and Analytics
The website may use cookies, pixels, analytics tools, embedded services, and similar technologies to operate the website, remember preferences, measure traffic, understand engagement, improve content, and support marketing performance. Users can adjust browser settings to refuse or delete cookies, although some website features may not function properly.
Service Providers
NexPlan Institute may use third-party service providers for website hosting, forms, email delivery, analytics, payment processing, scheduling, learning management, customer relationship management, file storage, advertising, and other operational services. These providers may process personal information only as necessary to provide their services, subject to their own privacy and security practices.
Disclosure of Information
NexPlan Institute does not sell personal information. Personal information may be disclosed to service providers, instructors, facilitators, contractors, professional advisors, regulators, payment processors, successors in a business transaction, or other parties where required or permitted by law, including to protect legal rights, safety, security, and integrity of services.
Retention and Security
NexPlan Institute retains personal information only as long as reasonably necessary for the purposes described in this Privacy Statement, unless a longer retention period is required or permitted by law. Reasonable administrative, technical, and organizational safeguards are used to protect personal information; however, no website, email system, platform, or internet transmission is completely secure.
Data Protection and Privacy Safeguards
NexPlan Institute takes reasonable administrative, technical, contractual, and organizational measures designed to protect personal information, confidential information, client records, learner records, payment-related information, account information, program information, communications, and other data under its control against unauthorized access, collection, use, disclosure, copying, modification, loss, theft, misuse, interference, or destruction.
Access to personal information is limited to individuals and service providers who reasonably require access for approved business, operational, legal, security, accounting, payment, customer-service, coaching, training, program-delivery, or administrative purposes. NexPlan Institute expects coaches, staff, contractors, licensed partners, facilitators, instructors, affiliates, service providers, and other representatives to protect personal information and confidential information in accordance with NexPlan Institute policies, written agreements, privacy obligations, confidentiality obligations, and applicable law.
NexPlan Institute may use third-party platforms and processors for website hosting, payment processing, scheduling, analytics, customer communications, learning management, file storage, forms, automation, email delivery, and related business functions. Where practical, NexPlan Institute will use contractual, technical, and operational safeguards intended to require service providers to protect personal information and process it only for authorized purposes. Personal information may be stored, accessed, or processed in Alberta, elsewhere in Canada, or outside Canada, and may be subject to the laws of those jurisdictions.
If NexPlan Institute becomes aware of a privacy or security incident involving personal information under its control, it will assess the incident and take steps it considers appropriate in the circumstances, which may include containment, investigation, mitigation, documentation, notification to affected individuals, notification to regulators, cooperation with service providers, and corrective action where required or appropriate under Alberta law, Canadian law, contractual obligations, or applicable privacy standards.
Users are responsible for maintaining the confidentiality of their own account credentials, devices, internet connections, downloaded materials, communications, and information they choose to share with NexPlan Institute. NexPlan Institute cannot guarantee that any website, email, platform, payment system, learning system, cloud service, or internet transmission will be completely secure, and users submit information at their own risk subject to applicable law.
Access, Correction, and Privacy Requests
Users may request access to, correction of, or deletion of personal information, subject to identity verification, legal retention requirements, and applicable exceptions. Privacy requests may be sent to: privacy@nexplaninstitute.com.
Contact Us
If you have questions about this Privacy Statement or wish to request access to, correction of, or deletion of your personal information, contact NexPlan Institute at privacy@nexplaninstitute.com. NexPlan Institute may need to verify your identity before responding and may retain certain information where required or permitted by law.
NexPlan Institute Inc. Canadian owned and located in Okotoks, Alberta, Canada Operating globally
Email: info@nexplaninstitute.com
Privacy contact: privacy@nexplaninstitute.com
Mailing address: 65 Cimarron Estates Road, Okotoks, AB, T1S 0R2, Canada
Website: https://www.nexplaninstitute.com/
Changes to This Policy
NexPlan Institute may update these policies from time to time to reflect changes in services, technology, law, business operations, or website functionality. Updated policies will be posted on the website with a revised effective date. Continued use of the website or services after updates are posted constitutes acceptance of the revised terms, unless otherwise required by law.
Third-Party Links and Platforms
The website may link to or integrate with third-party websites, platforms, payment processors, scheduling tools, learning portals, video services, analytics providers, and other resources. NexPlan Institute is not responsible for third-party content, policies, security, availability, accuracy, or practices. Users should review third-party terms and privacy policies before using those services.
