1. Introduction
At Sierra Consultants (“we,” “us,” or “our”), we are committed to protecting the privacy of our clients. This Privacy Policy explains how we access, use, and safeguard client data in the course of our banking optimization services. By using our services, you agree to the practices outlined below.
2. Information We Access
We do not collect, retain, or store client data beyond the duration of our analysis. The financial information we access is solely used to:
• Analyze the profitability of banking relationships
• Provide key performance indicators (KPIs) related to banking operations
Clients may grant us access to this information through various means, including:
• Online banking portals
• Internal reports
• Spreadsheets or financial statements
3. How We Use Information
The financial data we access is strictly used for the purposes stated above. We do not share, sell, or disclose client data to any third party under any circumstance, either during or after our engagement.
4. Data Storage & Security
We do not retain client data. However, when necessary for analysis:
• Data may be stored locally on an encrypted business laptop.
• Clients may securely share documentation via a designated OneDrive directory, with access limited to authorized client-side personnel.
5. Legal Compliance & User Rights
We comply with Québec’s Law 25 on the protection of personal information. While we adhere to the principles of PIPEDA, we believe it does not apply to our consulting firm.
Clients have the right to:
• Access their information
• Request corrections or deletion of their data
The Founder & CEO serves as the Privacy Officer and handles all inquiries regarding data privacy.
6. Cookies & Tracking Technologies
Our website does not currently use cookies, tracking pixels, or similar technologies. However, we may implement such technologies in the future. If so, an updated Cookie Policy will be published here.
7. Contact Information
If you have any questions regarding this Privacy Policy or your data rights, please contact our Privacy Officer:
sherif.elmaghraby@sierra-consult.com
5455 Av. De Gaspé, 7th floor, Montréal QC H2T 3B3 CANADA
+1 514-686-1627