Privacy Policy

Last Updated: July 8, 2026

At IS Advisory Group, your privacy matters. We understand that business owners, healthcare professionals, investors, and prospective clients may share sensitive information when exploring valuation, transaction advisory, brokerage, merger and acquisition, or commercial real estate support. This Privacy Policy explains how we collect, use, protect, and manage personal information when you visit our website, contact us, request a consultation, or use our services.

By using this website or submitting information to IS Advisory Group, you agree to the practices described in this Privacy Policy.

1. Who We Are

IS Advisory Group is a healthcare-focused business advisory firm providing valuation, transaction advisory, merger and acquisition support, brokerage, and commercial real estate advisory services. We work with healthcare practitioners, pharmacy owners, clinic owners, dental practice owners, veterinary practice owners, allied health business owners, investors, and other professionals seeking informed guidance for buying, selling, valuing, or transitioning a business.

2. Information We May Collect

We may collect personal and business information that you voluntarily provide through our website forms, email, phone calls, consultation requests, or direct communications. This may include:

• Name
• Email address
• Phone number
• Company or practice name
• Business location
• Type of service requested
• Details included in your message or consultation request
• Information related to a potential valuation, transaction, acquisition, sale, or advisory engagement
• Any documents or business information you choose to share with us

We may also collect limited technical information when you visit our website, such as browser type, device type, IP address, pages visited, time spent on the site, and general website usage data.

3. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and consultation requests
• Understand your business advisory needs
• Provide valuation, transaction advisory, brokerage, M&A, and related consulting services
• Communicate with you about potential engagements
• Prepare proposals, service recommendations, or next steps
• Improve our website, services, and client experience
• Maintain internal business records
• Meet legal, regulatory, contractual, and professional obligations
• Protect our business, clients, and website from misuse or unauthorized activity

We do not sell your personal information.

4. Consent

When you submit information through our website, contact us by email or phone, or provide information during a consultation, you consent to IS Advisory Group collecting, using, and managing your information for the purposes described in this Privacy Policy.
You may withdraw your consent at any time, subject to legal, contractual, or business requirements. To withdraw consent, please contact us at info@isadvisory.ca.

5. Confidential Business Information

Because our services may involve business valuation, practice sales, acquisitions, succession planning, and transaction advisory, we understand that the information shared with us may be commercially sensitive.
We take reasonable steps to treat client and prospective client information with care, discretion, and confidentiality. Where required, additional confidentiality terms may be included in a signed engagement agreement, non-disclosure agreement, or service contract.

6. Sharing of Information

We may share information only when necessary and appropriate, including with:

• Professional advisors, consultants, or service providers assisting with an engagement
• Technology providers that help us operate our website, email, hosting, analytics, or business systems
• Legal, financial, valuation, or transaction-related professionals when relevant to a client engagement
• Regulatory, legal, or governmental authorities if required by law
• A potential buyer, seller, lender, advisor, or transaction party only where authorized or necessary for the specific advisory engagement

We only share information for legitimate business purposes and take reasonable steps to limit disclosure to what is necessary.

7. Website Analytics and Cookies

Our website may use cookies or similar technologies to improve functionality, understand visitor behaviour, measure website performance, and enhance the user experience.

Cookies may help us understand which pages visitors view, how they interact with the website, and how we can improve our content and services. You can adjust your browser settings to block or delete cookies, but some parts of the website may not function properly if cookies are disabled.

8. Email and Marketing Communications

If you contact us or request information, we may send you service-related

communications. We may also send occasional updates, insights, or business advisory information if you have opted in or if we have a legitimate business reason to communicate with you.
You may unsubscribe from marketing communications or request that we stop contacting you by emailing info@isadvisory.ca.

9. How We Protect Information

We use reasonable administrative, technical, and organizational safeguards to protect personal and business information against unauthorized access, loss, misuse, disclosure, alteration, or destruction.
However, no website, email system, or internet transmission is completely secure. We encourage clients and website users to avoid sending highly sensitive information through unsecured channels unless appropriate safeguards have been arranged.

10. Retention of Information

We retain personal and business information only as long as necessary for the purposes described in this Privacy Policy, including to respond to inquiries, provide services, maintain business records, complete transactions, comply with legal obligations, resolve disputes, and support legitimate business needs.
When information is no longer required, we take reasonable steps to securely delete, anonymize, or archive it in accordance with applicable requirements.

11. Accessing or Correcting Your Information

You may request access to the personal information we hold about you or ask us to correct inaccurate or incomplete information. To make a request, please contact us at info@isadvisory.ca.
We may need to verify your identity before processing your request. In some cases, access may be limited where required or permitted by law, confidentiality obligations, legal privilege, or the rights of another person or organization.

12. Third-Party Links

Our website may contain links to third-party websites, platforms, or resources. IS Advisory Group is not responsible for the privacy practices, content, security, or policies of third-party websites. We recommend reviewing the privacy policy of any external website you visit.

13. Cross-Border Service Providers

Some website, hosting, email, analytics, or technology service providers may store or process information outside Alberta or outside Canada. Where information is processed in another jurisdiction, it may be subject to the laws of that jurisdiction.

We take reasonable steps to work with service providers that use appropriate safeguards to protect personal information.

14. Children’s Privacy

Our website and services are intended for business owners, healthcare professionals, investors, and adults seeking advisory services. We do not knowingly collect personal information from children.

15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business, website, services, legal obligations, or privacy practices. The updated version will be posted on this page with a revised “Last Updated” date.

16. Contact Us

If you have questions about this Privacy Policy, how your information is handled, or how to access or correct your information, please contact us:
IS Advisory Group
Email: info@isadvisory.ca
Phone: (587) 501-6091
Website: https://isadvisory.ca/