Privacy Policy

Privacy Policy

Sage & Summit Consulting Ltd.
Effective Date: 1 January 2026

Who We Are

Sage & Summit Consulting Ltd. (“we”, “our”, “us”) operates https://sage-summit.com.

We provide leadership development, coaching, and training services. We take your privacy seriously and handle your information in line with Canadian and international standards, including PIPEDA and General Data Protection Regulation.

What We Collect

We collect only what we need to serve you well:

  • Contact details: name, email, phone number
  • Website usage: pages visited, time on site
  • Technical info: IP address, browser type
  • Communication data: form submissions, emails, comments

Comments

If you leave a comment, we collect the information in the form along with your IP address to help detect spam.

We may also use Automattic (Gravatar) to display profile images associated with your email.

How We Use Your Information

We use your data to:

  • Respond to inquiries and communicate with you
  • Deliver coaching, training, and services
  • Improve our website and offerings
  • Send relevant updates (only if you opt in)
  • Maintain security and prevent misuse

We don’t collect data just to collect it. If it’s not useful, we don’t keep it.

Tools We Use

We rely on a small set of trusted platforms to run the business:

  • HubSpot for forms, CRM, and communication
  • WordPress to run the website
  • Google Analytics to understand site usage

These providers may process data outside of Canada. We choose providers that meet strong security and privacy standards.

Cookies (Simple Version)

We use cookies to:

  • Make the site work properly
  • Remember your preferences
  • Understand how people use the site

You can turn cookies off in your browser anytime.

Embedded Content

Some pages may include content from other sites (videos, articles, etc.).
If you interact with that content, those sites may collect data as if you visited them directly.

Sharing Your Data

We don’t sell your data. Period.

We only share it when necessary:

  • With service providers (like HubSpot or analytics tools)
  • If required by law

How Long We Keep Data

We keep data only as long as it’s useful or required:

  • Inactive accounts: deleted after 12 months
  • Contracts and invoices: kept for 7 years (legal requirement)
  • Comments: kept indefinitely unless requested otherwise

Your Rights

You’re in control of your data. You can:

  • Request access to what we have
  • Ask for corrections
  • Request deletion (where legally possible)
  • Withdraw consent for communications

Just email us at: info@sage-summit.com

Security

We take a practical, real-world approach to security, aligned with frameworks like SOC 2 and ISO/IEC 27001.

This includes:

  • Secure systems and access controls
  • Trusted third-party providers
  • Ongoing monitoring and updates

A Note on Sage AI

Our AI coaching platform (“Sage AI”) operates on a separate website and has its own privacy policy.

If you use Sage AI, your data will be governed by that specific policy.

Changes to This Policy

We may update this policy from time to time.
If we do, we’ll post the updated version here with a new effective date.

Contact Us

Sage & Summit Consulting Ltd.
Email: info@sage-summit.com
Address: #303, 10324 82nd Ave NW, Edmonton, Alberta, Canada, T6E 1Z8

The Bottom Line

We treat your data the same way we approach leadership:
with intention, respect, and accountability.