Privacy Policy

Kalena Advisors (“we,” “our,” or “Kalena Advisors”) is committed to protecting the privacy of all visitors to our website, www.kalenaadvisors.com (“Website”, “Platform”). This privacy policy explains how we collect, use, and protect your (“you,” “your”) personal information, ensuring compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA), General Data Protection Regulation (GDPR), and the California Consumer Privacy Act (CCPA).

Information We Collect

We collect the following personal data to provide and improve our services, fulfill contractual obligations, and meet legal requirements:

  • Personal Identification Data: Name, email address, phone number, and other contact details.
  • Payment Information: Debit or credit card details used for transactions. Payment card data is securely processed by third-party providers (e.g., WooCommerce, Stripe), and we do not store card details.
  • Technical Data: Information such as your device, browser, IP address, access times, and pages viewed on our Website.
  • Interactions: Includes communications, uploaded files, and any other data shared during coaching sessions or other interactions.

How We Use Your Data

We use the collected information for the following purposes:

  1. Service Delivery: To process transactions, facilitate coaching sessions, and manage accounts.
  2. Quality and Dispute Resolution: Coaching sessions and interactions may be recorded to ensure quality and resolve disputes.
  3. Website Optimization: To analyze usage patterns and improve our Website’s functionality.
  4. Legal Compliance: To meet regulatory requirements and prevent fraud.

Data Sharing

Your information may be shared with the following third-party processors for service delivery and compliance:

  • Calendly
  • Zelle
  • WooCommerce
  • Stripe
  • Venmo
  • Wise
  • Google

We may also disclose your information to comply with legal obligations, enforce our terms, or prevent fraud.

User Rights

As a user, you have the following rights under data protection laws:

  1. Access: Request access to the personal data we hold about you.
  2. Correction: Request correction of inaccurate or incomplete data.
  3. Deletion: Request deletion of your personal data, subject to legal and contractual obligations.
  4. Objection: Object to the processing of your personal data.
  5. Data Portability: Request transfer of your data to another service provider in a machine-readable format.
  6. Withdraw Consent: Withdraw consent for data processing where applicable.

To exercise these rights, please contact us at hello @ kalenaadvisors.com.

Data Retention

We retain personal data as necessary to fulfill contractual obligations, comply with legal requirements, and resolve disputes. Records shared publicly or with other users may remain on the Website but will no longer have identifying information linked to you.

Security

We take appropriate measures to protect your data from unauthorized access, loss, or damage. However, transmission of information via the internet is not entirely secure, and we cannot guarantee absolute security.

Changes to Our Privacy Policy

Any updates to this policy will be posted on our Website. Please review it periodically to stay informed of any changes.

Queries and Complaints

For questions, concerns, or complaints about this privacy policy or our data practices, contact us at hello @ kalenaadvisors.com. If you are unsatisfied with our response, you may lodge a complaint with the relevant data protection authority:

  • Canada: Office of the Privacy Commissioner of Canada (PIPEDA compliance)
  • European Union: Your local Data Protection Authority (for GDPR)
  • United States: California Privacy Protection Agency (for CCPA)

Effective Date: December 27, 2024.