Privacy Policy

Effective date: June 1, 2025  ·  Last updated: June 1, 2025

1. Who We Are

Willow Roots Leadership (“we,” “us,” or “our”) operates willowrootsleadership.ca and provides leadership coaching, consulting, training, and facilitation services. We are based in Canada and are subject to the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

For privacy questions, contact us at: info@willowrootsleadership.ca


2. Information We Collect

Information You Provide

  • Name, email address, phone number, and job title when you contact us or book a service
  • Payment details processed through secure third-party payment processors (we do not store full card numbers)
  • Assessment results and coaching notes shared during engagements (treated as highly confidential)
  • Correspondence via email, contact forms, or voice note

Information Collected Automatically

  • IP address, browser type, and pages visited via cookies and analytics tools
  • Referral source and session duration for improving our website

3. How We Use Your Information

PurposeLegal Basis
Delivering coaching, consulting, and training servicesPerformance of contract
Processing payments and issuing receiptsPerformance of contract
Sending service-related communicationsPerformance of contract
Sending newsletters or promotional content (opt-in only)Consent
Improving our website and services through analyticsLegitimate interest
Meeting legal and tax obligationsLegal obligation

4. Sharing Your Information

We do not sell, rent, or trade your personal information. We may share it only with:

  • Service providers who assist us in operating our business (e.g., payment processors, email platforms, scheduling tools) — all bound by confidentiality agreements
  • The Leadership Circle™ as required to administer the LCP assessment
  • Legal or regulatory authorities if required by law

Coaching confidentiality: All information shared during coaching or consulting sessions is held in strict confidence and will never be shared with your employer, colleagues, or any third party without your explicit written consent.


5. Your Rights

Under PIPEDA and applicable Canadian law, you have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Withdraw consent for marketing communications at any time
  • Request deletion of your data, subject to our legal retention obligations

To exercise any of these rights, email info@willowrootsleadership.ca. We will respond within 30 days.


6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined above, or as required by Canadian law (typically 7 years for financial records). Coaching notes and assessment data are retained for the duration of the engagement and up to 2 years thereafter, unless you request earlier deletion.


7. Cookies

Our website uses cookies to improve functionality and analyze traffic. You may disable cookies in your browser settings; however, some site features may not function as intended. We do not use cookies for advertising or tracking across other websites.


8. Updates to This Policy

We may update this policy from time to time. The effective date at the top of this page reflects the most recent revision. Continued use of our website after an update constitutes acceptance of the revised policy.