Sherwood Advisory Group respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you interact with our website or engage our services.

Information We Collect
We may collect personal information when you contact us, request information, or engage our services. This can include:

• Name
• Email address
• Phone number
• Business information
• Any details you choose to share through forms or email communication

We only collect information that is reasonably necessary to provide our services or respond to your inquiries.

How We Use Your Information
We use your information to:

• Respond to inquiries and requests
• Communicate about our services
• Provide advisory and administrative support
• Improve our website and service offerings
• Meet legal or regulatory obligations

We do not sell, rent, or trade your personal information.

Third-Party Sharing
We may share information with trusted third parties only when required to deliver services, such as accountants, legal advisors, or service providers working on our behalf. These parties are required to keep your information confidential and use it only for the intended purpose.

We may also disclose information if required by law or to protect our legal rights.

Data Storage and Security
We take reasonable steps to protect your personal information from unauthorized access, loss, misuse, or disclosure. Information is stored securely and accessed only by authorized individuals.

While we use appropriate safeguards, no method of transmission or storage is completely secure. We cannot guarantee absolute security.

Cookies and Website Analytics
Our website may use cookies or analytics tools to understand how visitors use our site. This helps us improve performance and user experience. Cookies do not collect personal information unless you choose to provide it.

You can adjust your browser settings to disable cookies if you prefer.

Your Rights
You have the right to request access to the personal information we hold about you and to request corrections if information is inaccurate or incomplete.

To make a request, please contact us using the information below.

External Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

Contact Information
If you have questions about this Privacy Policy or how your information is handled, please contact us.

Sherwood Advisory Group
Phone: 780.463.0000
Email: info@sherwoodadvisory.com
Canada

Policy Updates
This Privacy Policy may be updated from time to time. Updates will be posted on this page with the revised effective date.