Momentum Coach Inc. ("Momentum Coach," "we," "us," or "our") is a Canadian professional advisory business based in Ontario. Momentum Coach provides non-clinical, non-legal advisory services, including behavioural strategy, grief- and trauma-informed communication planning, litigation-support coordination, client-readiness support, estate-adjacent coordination, transition support, documentation support, organizational advisory, training, and professional collaboration support.

Momentum Coach collects, uses, discloses, retains, and protects personal information in accordance with the Personal Information Protection and Electronic Documents Act, applicable provincial privacy requirements, Canada’s Anti-Spam Legislation, applicable consumer protection requirements, and our contractual obligations to clients and retaining professionals.

Momentum Coach is not a law firm, health clinic, regulated psychotherapy practice, psychological assessment practice, financial institution, accounting firm, or fiduciary office. Momentum Coach does not provide legal advice, psychotherapy, psychological assessment, diagnosis, treatment, medical advice, financial advice, tax advice, accounting advice, estate trustee services, fiduciary services, or emergency crisis response.

Although Momentum Coach does not provide regulated legal, clinical, medical, or fiduciary services, the nature of our advisory work may involve sensitive personal, family, legal, financial, health-related, occupational, cultural, organizational, and reputational information. We therefore apply heightened confidentiality, access-control, and retention practices.

At Momentum Coach, we value the trust our clients place in us. We handle all personal information with the highest level of care, transparency, and security.

This Privacy Policy applies to personal information collected through the Momentum Coach website, contact forms, booking systems, intake forms, advisory services, email communications, phone communications, video meetings, payment systems, newsletters, digital products, workshops, trainings, client documents, professional collaboration, and related service activities.

This Privacy Policy does not apply to third-party websites, applications, platforms, or services that Momentum Coach does not own or control. Third-party platforms may have their own privacy policies, cookie policies, terms, and security practices. Also see our “Commitment to Ethical Standards and Client Protection” in the “Terms of Use” section.

As a Canadian business, Momentum Coach complies with:

PIPEDA (Personal Information Protection and Electronic Documents Act).

Provincial privacy laws, where applicable.

For users outside Canada, we align with:

GDPR (General Data Protection Regulation - Europe) for international data protection.

CCPA (California Consumer Privacy Act) for U.S. users.

Momentum Coach is accountable for personal information under its control. The Privacy Contact is responsible for privacy inquiries, access requests, correction requests, complaint handling, breach assessment, policy maintenance, and privacy-related service practices.

Privacy inquiries may be directed to:

Momentum Coach Professional Advisory
2 Bloor Street West, Suite 700
Toronto, ON M4W 3E2
Email: info@momentumcoach.online
Support: support@momentumcoach.online
‍ Phone: (289) 210-0500

At Momentum Coach, we value transparency and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal data when you interact with our website www.momentumcoach.online, our digital platforms, and our services.

We collect the following types of information:

Identity information, including name, preferred name, business name, title, organization, and relevant relationship to a matter.

Contact information, including email address, telephone number, mailing address, billing address, and preferred communication method.

Scheduling information, including appointment times, attendance records, booking preferences, cancellation records, and availability.

Billing and transaction information, including payment status, invoices, receipts, order history, purchase records, and service package details. Full payment-card information is generally processed by third-party payment processors and is not intentionally stored by Momentum Coach.

Service information, including inquiry details, intake information, service goals, engagement scope, communications, advisory notes, work product, client instructions, professional coordination details, and materials provided for service delivery.

Sensitive contextual information, where voluntarily disclosed or necessary for the engagement, including grief-related context, trauma-related context, family circumstances, estate-adjacent circumstances, litigation context, workplace context, disability-related needs, health-related limitations, financial stressors, cultural context, or professional decision-making context.

Documents and materials, including timelines, correspondence, summaries, records, professional communications, organizational documents, client-prepared materials, lawyer-directed materials, or other documents provided for advisory, organizational, or coordination purposes.

Website and technical information, including IP address, browser type, device information, approximate location data, website usage, referring pages, pages viewed, interaction data, cookies, analytics data, and similar technical information.

Marketing information, including newsletter sign-up information, email preferences, consent records, event registration information, resource downloads, and unsubscribe records.

Momentum Coach may disclose personal information where required or permitted by law, including where necessary to comply with a court order, legal process, lawful request, regulatory obligation, tax obligation, accounting obligation, insurance requirement, or professional advisory requirement.

Momentum Coach may also disclose information where reasonably necessary to protect safety, prevent harm, respond to suspected fraud, address abuse or harassment, collect unpaid accounts, enforce agreements, protect legal rights, manage a conflict of interest, or respond to a serious service-risk concern.

Momentum Coach limits collection to information reasonably necessary for identified purposes. We do not intentionally collect information that is irrelevant to the advisory purpose, service request, legal obligation, payment process, safety issue, or business administration need.

Clients are asked to provide only the information necessary for the relevant purpose. Momentum Coach may request that unnecessary sensitive information not be provided or that communications be redirected through a more appropriate channel.

Momentum Coach uses and discloses personal information only for the purposes for which it was collected, for related purposes that a reasonable person would consider appropriate, with consent, or as otherwise permitted or required by law.

Momentum Coach retains personal information only as long as reasonably necessary for service delivery, client communication, legal compliance, accounting, tax, insurance, professional, evidentiary, business-continuity, dispute-resolution, and record-management purposes.

Retention periods may vary by record type and engagement type. Intake inquiries that do not become client matters may be retained for a shorter period. Client records, invoices, written agreements, service notes, counsel-directed work product, and records connected to sensitive or disputed matters may be retained for a longer period where required to protect legal rights, preserve record integrity, comply with tax or accounting obligations, support professional continuity, or respond to future disputes.

When personal information is no longer required, Momentum Coach will securely delete, destroy, anonymize, or archive the information with restricted access, as appropriate.

Momentum Coach treats certain information as sensitive even where it is not regulated health information or legally privileged information. Sensitive information may include information about legal matters, family disputes, grief, trauma, health, disability, finances, employment, business operations, reputation, children or youth, litigation, professional conduct, personal safety, cultural identity, or other personal circumstances.

Momentum Coach does not require clients to provide medical records, diagnostic information, therapy records, legal pleadings, court records, financial statements, or other sensitive records unless the information is reasonably necessary for the stated advisory purpose and the client, retaining professional, or authorized representative has approved its use.

Clients should not submit highly sensitive information through public website forms, ordinary email, text message, social media direct message, or unsecured channels unless they accept the associated risk and the information is necessary for Momentum Coach to assess fit or provide services.

Momentum Coach uses safeguards appropriate to the sensitivity of the information. These may include password protection, access limitation, restricted disclosure, administrative controls, secure payment processors, secure platforms where available, confidentiality practices, device security, file organization controls, and record-management procedures.

No website, email system, video platform, cloud platform, scheduling tool, payment processor, telecommunications system, or digital service can be guaranteed to be completely secure. Clients should avoid sending highly sensitive information through ordinary email, text message, social media direct message, public forms, or unsecured channels unless they accept the associated risk.

Momentum Coach does not sell or rent your personal information. We may share your data with:

Service Providers
Payment processors, email marketing services, analytics providers.

Legal Authorities
If required to comply with applicable laws and regulations.

Business Transfers
In the case of mergers or acquisitions.

Under applicable privacy laws, you have the right to request access to or correction of your personal data; withdraw consent to marketing communications; request deletion of your personal information where legally applicable; object to processing or request data portability.

If your data is transferred outside of Canada, we ensure that adequate safeguards are in place, such as contractual agreements or compliance with recognized data protection frameworks.

Momentum Coach treats client information as confidential, subject to the limits stated in this Privacy Policy, the Terms and Conditions, applicable law, authorized disclosure, safety concerns, payment processing, service delivery needs, professional consultation, legal obligations, and any written service agreement.

Confidentiality and legal privilege are separate concepts. Information may be confidential without being protected by solicitor-client privilege, litigation privilege, settlement privilege, or any other legal privilege.

When Momentum Coach is retained directly by a client, communications with Momentum Coach are confidential but are not automatically privileged. When Momentum Coach is retained by licensed counsel, or is formally engaged under counsel’s direction for the dominant purpose of assisting legal advice or litigation preparation, privilege may be asserted by the client or counsel where legally available. Privilege depends on applicable law and the facts of the engagement. Momentum Coach does not independently guarantee that any communication, note, report, email, meeting summary, document, or work product will be privileged.

Momentum Coach may use third-party service providers for website hosting, scheduling, video meetings, payment processing, email, cloud storage, analytics, forms, document tools, telecommunications, accounting, automation, newsletter management, security, and related operations.

Service providers may process information in Canada, the United States, or other jurisdictions. Where personal information is transferred to a service provider for processing, Momentum Coach remains accountable for the information under applicable Canadian privacy law and uses contractual, technical, administrative, or other safeguards appropriate to the circumstances.

Information processed outside Canada may be subject to lawful access by courts, law enforcement, regulators, or government authorities in that jurisdiction.

The Momentum Coach website may use cookies and similar technologies for website function, security, scheduling, analytics, preferences, embedded content, marketing, and service improvement.

Cookies are small files placed on a device when a user visits a website. Some cookies are necessary for website operation. Others may help us understand website traffic, improve user experience, support booking tools, remember preferences, or measure communication effectiveness.

Momentum Coach may use cookies through Squarespace, Acuity Scheduling, analytics tools, embedded forms, email marketing tools, payment tools, social media integrations, or other third-party services. Third-party tools may place their own cookies and may collect information according to their own privacy and cookie practices.

Users may manage cookies through browser settings and, where enabled, through the Squarespace cookie banner or Cookie Settings link. Some website functions may not operate properly if cookies are disabled.

Momentum Coach sends newsletters, event notices, updates, resources, and promotional communications only with consent or where permitted by law.

Commercial electronic messages will identify Momentum Coach and include a working unsubscribe mechanism. Individuals may unsubscribe at any time by using the unsubscribe link in the message or by contacting support@momentumcoach.online.

Momentum Coach may use technology tools to support administration, scheduling, communication, drafting, document organization, payment processing, record management, service preparation, and internal workflow.

Momentum Coach does not enter highly sensitive client information into third-party artificial intelligence tools without authorization or an appropriate service basis. Sensitive information may include legal matter details, litigation strategy, family information, health-related information, financial information, identifying personal information, privileged material, confidential business information, or information about minors.

Where artificial intelligence tools are used, they are used to support drafting, organization, summarization, administration, or service preparation. They do not replace professional judgment, client instructions, counsel advice, regulated professional advice, or final human review.

Momentum Coach services are intended for adults unless a written agreement states otherwise and appropriate legal authority, consent, scope, and safeguards have been confirmed.

Momentum Coach does not knowingly collect personal information from minors for advisory services without appropriate authorization. Where a matter involves a minor, the requesting adult may be required to confirm legal authority to request services, disclose information, provide documents, and authorize communications.

To ensure transparency, our Privacy Policy and Terms of Use are accessible through links in the website footer. We encourage users to review them regularly.

We periodically review and update our policies in response to changes in business practices or services; new legal or regulatory requirements; and technological advancements affecting privacy or security.

Users will be notified of material changes to these policies via email or website announcements. By continuing to use our services, you agree to the updated terms.

If Momentum Coach becomes aware of a privacy breach, we will take reasonable steps to contain the breach, assess the sensitivity of the information and probability of misuse, document the incident, and determine whether the breach creates a real risk of significant harm.

Where required by law, Momentum Coach will report the breach to the Office of the Privacy Commissioner of Canada, notify affected individuals, notify relevant third parties where appropriate, and keep breach records.

Privacy complaints may be submitted to support@momentumcoach.online.Momentum Coach will review privacy complaints, assess the concern, and respond where a response is requested and contact information has been provided.

If a privacy concern is not resolved, individuals may contact the Office of the Privacy Commissioner of Canada or another applicable privacy authority.

This Privacy Policy explains how Momentum Coach collects, uses, discloses, and protects personal information when you interact with us through our website (www.momentumcoach.online), mobile applications, digital platforms, email, telephone, events, or social media.

We also collect information through cookies and similar technologies, as explained in our Cookie Policy.

Momentum Coach may update this Privacy Policy from time to time. The updated version will be posted on the website with a revised effective date. Continued use of the website or services after the updated Privacy Policy is posted indicates acceptance of the updated policy, subject to applicable law.

For privacy-related inquiries or to request a copy of your personal data, you may contact support@momentumcoach.online.

For additional details, please review our Terms & Conditions, Privacy Policy, and Cookie Policy on www.momentumcoach.online.

Momentum Coach obtains consent before collecting, using, or disclosing personal information, except where permitted or required by law. Consent may be express or implied depending on the context, sensitivity of the information, reasonable expectations of the individual, and legal requirements.

Where information is sensitive, where the use would not be reasonably expected, where information may be disclosed to a third party, or where the use may create meaningful risk, Momentum Coach will seek express consent where appropriate.

Consent may be withdrawn by contacting support@momentumcoach.online. Withdrawal of consent may limit or prevent Momentum Coach from providing services. Withdrawal of consent does not affect legal, contractual, accounting, evidentiary, professional, insurance, or record-retention requirements that may continue to apply.

Momentum Coach makes reasonable efforts to keep personal information accurate, complete, and current for the purposes for which it is used.

Clients are responsible for notifying Momentum Coach of relevant changes to contact information, billing information, authority to act, professional representation, service needs, or other information required for the engagement.

Individuals may request access to their personal information or request correction of inaccurate or incomplete information by contacting support@momentumcoach.online.

Momentum Coach may need to verify identity before responding. Access may be limited where disclosure would reveal another person’s information, interfere with legal proceedings, disclose confidential commercial information, compromise privilege, breach another duty of confidentiality, create safety risk, or where another legal exception applies.

If you have any questions or comments about these Terms of Use, or any matters related to our services, please contact us at the details provided below. You may also use this contact information to request a copy of any personal data we hold about you, in accordance with applicable data protection laws.

Certain functionalities provided via Platforms may be subject to patents, intellectual property protections, or regulatory compliance requirements under applicable laws.

For inquiries about platform functionality, compliance, or intellectual property protections, please contact us:

Momentum Coach
(289) 210-0500
support@momentumcoach.online.