Cookies
- Functional cookies. We use functional cookies to remember your cookie consent preference and maintain session state on our client portal (login.html). These cookies are required for the portal to operate and cannot be disabled while using that feature.
- Analytics cookies. We use Google Analytics 4 to understand how visitors navigate our site. These cookies collect anonymized data including pages visited, time on page, and referral source. IP anonymization is enabled.
- No advertising or tracking cookies. Bouchard & Associates Ltd. does not use advertising cookies, retargeting pixels, or third-party tracking technologies of any kind.
- Your choice. You can decline non-essential cookies through the banner presented on your first visit. Functional cookies required for the client portal cannot be disabled while using that feature.
Forms
Contact Form (contact.html)
The contact form collects the following data fields:
- Full name
- Email address
- Phone number
- Firm name
- Industry
- Approximate annual revenue range
- Primary service interest
- Free-text message
Login Form (login.html)
The login form processes email/username and password for client portal authentication. No additional data is collected at login.
Transmission & Storage
- All form data is transmitted via encrypted HTTPS connection.
- Data is stored on servers located in Canada.
- Contact form submissions are retained for 24 months unless you request earlier deletion.
We do not sell, rent, or share form data with third parties. Data is used exclusively to respond to your inquiry and, if you become a client, to manage your advisory engagement.
Analytics
- We use Google Analytics 4 with IP anonymization enabled.
- Analytics data is used to measure site traffic, identify popular content, and improve site usability. No personally identifiable information is linked to analytics data.
- Analytics data is retained for 14 months.
Data Retention
| Data Type | Retention Period |
|---|---|
| Contact form data | 24 months from submission |
| Client portal data | Duration of engagement plus 7 years (regulatory requirement) |
| Analytics data | 14 months |
| Cookie consent preference | 12 months |
Your Rights
- Access, correction, and deletion. You may request access to, correction of, or deletion of your personal data at any time by emailing [email protected].
- Governing legislation. Alberta's Personal Information Protection Act (PIPA) governs our data practices. PIPA sets out rules for how private-sector organizations in Alberta collect, use, and disclose personal information.
- Response timeline. We will respond to all data requests within 30 business days.
Contact for Privacy Inquiries
Privacy Officer: Tyler Brandt, Client Relations Manager
📍 8211 101 Avenue NW, Edmonton, Alberta T6A 0K4
Important Disclosures
Bouchard & Associates Ltd. is a business banking advisory firm. We do not accept deposits, issue credit, or hold client funds. All advisory services are provided on a fee-for-service basis.
Service fees apply to all advisory engagements — see our Schedule of Fees for complete details prior to engagement.
Bouchard & Associates Ltd. — Registered Office: 8211 101 Avenue NW, Edmonton, Alberta T6A 0K4. Alberta Corporate Registry No. 2017924681. GST/HST Registration No. 741829305 RT0001.
Regulated under the Alberta Business Corporations Act. Member, Edmonton Chamber of Commerce (ID: EC-20078842).
Banking product recommendations are advisory in nature. Final credit decisions, interest rates, and fee structures are determined by the issuing financial institution. Past client results do not guarantee future outcomes.