Privacy Policy

Last Updated: March 25, 2026

1. Introduction

West Valuation Partners Inc., carrying on business as 3 WEST Advisory ("3 WEST," "we," "us," or "our"), is committed to protecting the privacy of individuals who visit our websites at www.3westadvisory.com and www.westvaluationpartners.com (collectively, the "Website"). This Privacy Policy explains what personal information we collect, why we collect it, how we use and protect it, and what rights you have with respect to it.

By using the Website, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with its terms, please discontinue use of the Website.

2. Who We Are

3 WEST Advisory is a financial advisory firm based in British Columbia, Canada. We provide Fractional CFO, M&A Advisory, and Capital Advisory services to growth-stage companies. We are subject to the Personal Information Protection Act (BC) ("PIPA"), the Personal Information Protection and Electronic Documents Act (Canada) ("PIPEDA"), and, where applicable, the privacy laws of other jurisdictions in which our clients are located.

3. Information We Collect

We collect personal information only when you actively provide it or when it is automatically generated by your use of the Website. We do not sell personal information under any circumstances.

Information you provide directly:

• Contact form submissions — your name, email address, company name, and the content of your message when you use our contact form.
• Newsletter signups — your email address when you subscribe to receive our insights and updates.
• Calendly bookings — your name, email address, and any scheduling details collected by Calendly when you book a call. Calendly operates under its own privacy policy, which governs data collected through that platform.

Information collected automatically:

• Usage and analytics data — IP address, browser type, device type, pages visited, time spent on pages, referral URLs, and other diagnostic data. This is collected through Google Analytics and Microsoft Clarity (see Section 6).
• Cookies and similar technologies — small data files placed on your device to support Website functionality and analytics (see Section 6).

4. How We Use Your Information

We use the personal information we collect for the following purposes:

• To respond to your inquiries and communicate with you about our services.
• To send you newsletters and insights where you have opted in, and to manage your subscription preferences.
• To understand how visitors use the Website so we can improve its content and performance.
• To detect, investigate, and prevent security incidents or technical issues.
• To comply with applicable legal obligations.

We do not use your personal information for automated decision-making or profiling.

5. Legal Basis for Processing

Where applicable law requires a legal basis for processing personal information, we rely on the following:

• Consent — for newsletter subscriptions and non-essential cookies.
• Legitimate interests — for website analytics, security monitoring, and improving our services, where those interests are not overridden by your privacy rights.
• Legal obligation — where processing is required to comply with applicable law.

6. Cookies and Third-Party Analytics

We use the following third-party tools that may collect personal information through the Website:

• Google Analytics — collects anonymized usage data to help us understand visitor behaviour. Google Analytics data is processed by Google LLC and may be transferred outside Canada. You can opt out at tools.google.com/dlpage/gaoptout.
• Microsoft Clarity — records anonymized session data, heatmaps, and user interaction patterns to help us improve Website usability. Data is processed by Microsoft Corporation. Learn more at clarity.microsoft.com.
• Cloudflare — provides security, performance, and content delivery services. Cloudflare may process certain traffic data as part of its infrastructure role.

You may disable cookies through your browser settings at any time. Disabling certain cookies may limit Website functionality but will not prevent you from accessing the Website.

7. Sharing and Disclosure

We do not sell, rent, or trade your personal information. We may share it only in the following limited circumstances:

• Service providers — with trusted third parties who assist us in operating the Website, who are bound by confidentiality obligations and are not permitted to use your information for their own purposes.
• Legal compliance — where required by law, court order, or regulatory authority, or where necessary to protect our legal rights or the safety of others.
• Business transactions — in the event of a merger, acquisition, or sale of assets, your information may be transferred to a successor entity, subject to equivalent privacy protections.
• With your consent — in any other circumstance where you have given explicit permission.

8. International Transfers

3 WEST Advisory serves clients across Canada and internationally. Your personal information may be transferred to, stored in, or processed in countries outside your jurisdiction — including Canada, the United States, and other countries where our third-party service providers operate. These countries may have different data protection laws than your own. Where required, we take steps to ensure that appropriate safeguards are in place for any such transfers.

9. Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this Policy, or as required by applicable law. Contact form inquiries and correspondence are retained for a reasonable period to support our business relationship. Newsletter subscriber data is retained until you unsubscribe. Analytics data is retained in accordance with the applicable platform's retention settings.

10. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect the personal information in our care. These include access controls, encrypted transmission (HTTPS), and security monitoring through Cloudflare. No security measure is entirely foolproof, and we cannot guarantee absolute protection against all threats. In the event of a breach that poses a real risk of significant harm, we will notify affected individuals and relevant authorities as required by law.

11. Your Privacy Rights

Depending on your jurisdiction, you may have the right to:

• Request access to the personal information we hold about you.
• Request correction of inaccurate or incomplete information.
• Request deletion of your personal information, subject to legal retention requirements.
• Withdraw consent to processing where consent is the legal basis.
• Object to or request restriction of certain processing activities.
• Lodge a complaint with your applicable privacy authority, including:
  • BC: Office of the Information and Privacy Commissioner — oipc.bc.ca
  • Canada: Office of the Privacy Commissioner of Canada — priv.gc.ca
  • EU/UK: Your applicable supervisory authority under GDPR or UK GDPR.

To exercise any of these rights, contact us using the details in Section 15.

12. Third-Party Links

The Website may contain links to third-party websites, including Calendly and LinkedIn. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing any personal information.

13. Children's Privacy

The Website is not directed at children under the age of 16. We do not knowingly collect personal information from minors. If you believe a minor has provided us with personal information, please contact us and we will take steps to delete it promptly.

14. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or Website functionality. The "Last Updated" date at the top of this page will reflect the most recent revision. We encourage you to review this Policy periodically. Continued use of the Website after any update constitutes acceptance of the revised Policy.

15. Contact Us

For questions, concerns, or to exercise your privacy rights, please contact:

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