We collect only the personal information you voluntarily choose to provide through this website (such as your name, email address, country of residence, organisational affiliation, and a brief description of your inquiry).

This information is collected and used exclusively to:

• Respond to your message and, where appropriate, coordinate next steps (e.g., clarification, redirection, or a proposed call).
• Route and qualify inquiries by type, including separation between corporate/fiduciary matters (including, where applicable, CDD™-type intake) and personal premium individual matters.
• Perform an initial high-level assessment of whether the inquiry may involve cross-border governance, authority traceability, regulatory exposure, or fiduciary oversight considerations within Canada–Mexico structures.
• Determine relevance to Symbiosis advisory, facilitation, or diagnostic frameworks (including, where applicable, the Control Demonstrability Diagnostic — CDD™) without creating any engagement obligation.

We do not use personal information for unrelated purposes, behavioural profiling, or advertising, and we do not sell personal data.

We handle personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA). We collect, use, and disclose personal information only for the purposes identified in this Privacy Notice and with your consent, where required.

We limit collection to what is reasonably necessary for intake, routing, and response. If additional information is required for a specific request, we will ask for it and explain the purpose.

We use strictly necessary/functional cookies (for example, to control the display frequency of on-site pop-ups and to support essential site functionality).

We do not use advertising cookies. If we add analytics in the future, we will update this notice and obtain any required consent.

We may use third-party service providers to operate this website and communications (for example, hosting, email delivery, form processing, spam protection, or security tools). These providers may process information on our behalf strictly for the purposes described in this notice.

Your information may be processed or stored outside your province or country, depending on where service providers operate. We take reasonable measures to ensure personal information is protected against unauthorised access, disclosure, or misuse.

We implement reasonable administrative, technical, and physical safeguards appropriate to the sensitivity of the information we handle. This may include access controls, encryption where appropriate, and secure operational practices with service providers.

We retain inquiry records only as long as necessary to fulfil the purposes stated above or as required by applicable law, after which we securely delete or anonymise them.

Under PIPEDA, you may request access to, or correction of, your personal information. To exercise these rights, please use our contact form and include the phrase “Privacy/Access Request” at the start of your message.

Please do not include information beyond what the form requests; if additional details are needed to verify your identity, we will ask. We aim to respond within 30 days.

The content on this website is for general informational and communication purposes only. It does not constitute legal advice or counsel and does not create a solicitor–client relationship.

Submitting a message through this website does not create an engagement, does not create any fee obligation, and does not bind Symbiosis to accept a mandate.

We may update this Privacy Notice from time to time. Any changes will be posted on this page with a revised effective date.