Macmillan Estate Planning Privacy Policy

Effective 2026

OUR COMMITTMENT

MacMillan Estate Planning Corp. (“MacMillan Estate Planning”) is committed to protecting your personal information.

This Privacy Policy outlines how we collect, use, disclose, and store your personal information, as well as how we safeguard it and your right to access it. This Policy should be read in conjunction with our Online Privacy Policy.

All representatives of MacMillan Estate Planning are required to comply with this Policy and applicable privacy legislation.

PERSONAL INFORMATION

“Personal information” refers to any information about an identifiable individual. This may include financial, family, or health-related information.

Personal information is protected regardless of its form, including written, digital, audio, or visual.

WHY WE COLLECT INFORMATION

We collect personal information to provide you with high-quality, tailored estate planning services. The type and sensitivity of information collected will vary depending on your situation and the services provided.

We may collect, use, and disclose your information to:

• Confirm your identity and protect against fraud or errors
• Develop and structure your estate plan
• Administer the services and strategies we provide
• Communicate with you regarding your plan
• Comply with legal and regulatory obligations
• Better understand your needs and those of your family

CONSENT

We obtain your consent when collecting and using your personal information. Where appropriate, consent may be express or implied.

We will not use or disclose your information for new purposes without your consent, unless required by law.

You may withdraw your consent at any time, subject to legal or contractual limitations. We will advise you of any implications of doing so.

HOW WE USE AND SHARE INFORMATION

We limit the collection, use, and disclosure of your personal information to what is necessary to deliver our services.

Your information may be shared with trusted service providers or professionals (including legal, tax, or planning specialists) where required to support your plan. These parties are required to maintain confidentiality and comply with applicable privacy laws.

In certain cases, information may be transferred outside of Canada (including the United States) where required to support your planning. In such cases, we ensure a comparable level of protection.

RETENTION

We retain personal information only as long as necessary for the purposes it was collected. When no longer required, information is securely destroyed.

SAFEGUARDS

We maintain appropriate physical, organizational, and technological safeguards to protect your information from unauthorized access, loss, or misuse.

YOUR RIGHTS

You have the right to:

• Request access to your personal information
• Understand how your information has been used
• Request corrections where applicable

Requests can be directed to: inquiry@macmillanestate.com 

WEBSITE & DIGITAL PRIVACY

Our website may use cookies and basic tracking technologies to improve user experience and understand usage patterns.

We do not collect personal information from website visitors unless it is voluntarily provided (e.g., through forms or email).

CONTACT

If you have questions or concerns regarding this Policy, please contact us at:
inquiry@macmillanestate.com