Privacy Policy

Privacy Policy

Why do we ask for personal information about you?

Our ultimate goal at (1) is to help you define and apply your higher values to investing decisions. Aggregate information concerning our workshop participants or visitors requesting information from this website is valuable to us, as it provides us with effective feedback to help better serve you, and our clients generally.

Especially important is that we will not share your personal information with anyone else, unless we tell you otherwise when we collect the information, or we have informed you of a change to our privacy policy so that you can then choose to either opt in/out, or have your information deleted.

Also, may collect additional personal information from individuals in its database in connection with optional surveys. Information that you provide in answer to optional survey questions may be shared, but only in the aggregate, with others. Never will individual, personal information, ever be shared with others.

In short, your privacy is well protected and the information you provide can help us be more useful and effective to you.


This Privacy Policy covers personally identifiable information that we collect when you register for our workshops, services, newsletters, or e-mail us at our website,

This policy does not apply to the practices of companies or other entities that does not own or control, or to individuals that does not employ or manage, including operators of sites to which you may link to from our site. This policy also does not apply to any offline collection of personally identifiable information or the treatment of the same when such information is collected outside of the site.

What information do we gather?

The only individually identifiable information that we collect about you is that which you choose to share with us when you register for our workshops, services, and newsletters, or when you e-mail us requesting a reply to you.

We also collect information about aggregate site usage. Statistics that we gather about unique visits, referring URLs, repeat visits and page views are all based on IP address, and are not associated with your personal information.

Except as permitted by you, we do not send unsolicited e-mail.

Compliance with Legal Process

We may disclose personal information if we are required to do so by law or we in good faith believe that such action is necessary to (1) comply with the law or with legal process; (2) protect and defend our rights and property; (3) protect against misuse or unauthorized use of; or (4) protect the personal safety or property of our users or the public (among other things, this means that if you provide false information or attempt to pose as someone else, information about you may be disclosed as part of any investigation into your actions).

Lastly, if at any time you wish to not receive any further information from us and wish to be taken-off our lists, just e-mail us and we will oblige. Furthermore, please e-mail us if you have any questions or concerns regarding this Privacy Policy.

Thank you for taking the time to read this.

(1)  Throughout this statement is synonymous with Investing for the Soul, a sole proprietorship and registered business name in the Province of Ontario, Canada. The use of ‘our,′ ‘we,′ and ‘us′ in this Privacy Policy also refers to these aforementioned entities.