Last Updated: October 30, 2024
Pinnacle Estate (operating under Pinnacle Estate Trustees Ltd., a registered Ontario corporation) manages, structures, and advises high-net-worth families, enterprise founders, and trustees. For any questions or to exercise your rights under Canadian privacy laws, please contact us at [email protected]. We do not maintain any unlisted business phone networks or physical public service desks to ensure maximum operational confidentiality.
This policy details how we collect, store, and process personal data when you use the filestep.space website, submit dynamic contact forms, or participate in private advisory sessions with Pinnacle Estate Trustees Ltd.
| Processing Intent | Types of Data | Legal Basis (PIPEDA / Ontario Rules) |
|---|---|---|
| Providing consultation services | Full name, secure email, phone number | Contractual obligation and express consent |
| Analyzing website traffic | IP coordinates, browser type, analytics cookies | Authorized consent via user cookie preferences |
| Ensuring security compliance | Log records, network flags, session events | Legal obligation to protect client data |
This website uses Google Consent Mode v2 to respect your privacy preferences. Personalization, marketing, and analytical scripts remain disabled ("denied") until you provide express authorization via our consent banner. Functional and security cookies required for basic operations are always active.
Pinnacle Estate does not sell, lease, or distribute private client lists to external marketing agencies. Data is shared only with trusted legal and cloud system operators who assist us with secure database operations, regulatory filings, or requested client transitions.
While the majority of our databases reside within Canada, some third-party processing partners may operate systems in the United States or Western Europe. We ensure all partners utilize strict security agreements to guarantee privacy compliance.
Information submitted through our website is retained only as long as necessary to fulfill the requested consultation, or to satisfy legal, accounting, and reporting obligations under Canadian tax laws.
Under PIPEDA regulations and Ontario laws, Canadian residents hold the right to verify, modify, limit, or delete their stored personal records. To request access to your records, please email [email protected]. You may also contact the Office of the Privacy Commissioner of Canada (OPC) if you believe your data has been handled improperly.
We implement robust transport encryption (SSL/TLS), database firewalls, and restricted employee access protocols to protect your sensitive planning documents from unauthorized access.
Our estate and trust planning services are designed for adult corporate owners and family assets. We do not intentionally collect or process data from teenagers or children under the age of 14.
We may update this policy periodically to reflect changing regulatory requirements. Any modifications will be posted directly to this page with an updated revision date.