Effective Date: April 9, 2026
1. Introduction
Joseph Soares ("we," "us," "our") operates the advisory practice of Joseph Soares & Co., operated by IBPROM Corp. (collectively, the "Service"). We are committed to protecting your privacy and ensuring you have a positive experience on our website and when interacting with our services.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, and interact with our digital properties. Please read this policy carefully. If you do not agree with our policies and practices, please do not use our Service.
2. Information We Collect
We collect information in several ways:
2.1 Information You Provide Directly
- Contact Forms: When you contact us through our website or email, you may provide your name, email address, phone number, company information, and message content.
- Newsletter Signup: When you subscribe to our newsletter (via our email signup forms), we collect your email address and any other information you choose to provide.
- Booking & Calls: When you book a call or strategic session, we collect your contact information, availability, and relevant business details.
- Communications: Any emails or messages you send us are retained for correspondence and service improvement purposes.
2.2 Information Collected Automatically
- Website Analytics: We use Google Analytics (GA4) to track visitor behavior, page views, session duration, referral sources, and device information. This helps us understand how visitors use our site and improve user experience.
- Cookies: We use cookies (including GA cookies) to remember preferences, track analytics, and improve site functionality. Most browsers allow you to refuse cookies or alert you when cookies are being sent.
- Log Data: Our servers automatically log access information including IP addresses, browser type, pages visited, and timestamps.
- Device Information: We may collect information about your device, operating system, and browser type.
3. How We Use Your Information
We use the information we collect for the following purposes:
- To provide, maintain, and improve our Service and content
- To respond to your inquiries, comments, and requests
- To send newsletter updates and promotional communications (with your consent)
- To schedule and conduct advisory sessions and strategic calls
- To analyze website usage and optimize user experience
- To detect, prevent, and address fraudulent activity or security issues
- To comply with legal obligations
- To understand and improve our advisory services and business practices
4. How We Share Your Information
We do not sell, trade, or rent your personal information to third parties. However, we may share information in the following circumstances:
4.1 Service Providers
We may share information with third-party service providers who assist us in operating our website and conducting our business, including:
- Google Analytics: Google processes analytics data subject to its privacy policy
- Kit (ConvertKit): If you subscribe to our newsletter, your email is stored with our email provider, Kit
- Email Services: Email communications may be processed through third-party email providers
- Payment Processors: If you make a payment (via Wise, Stripe, or other processors), payment information is processed by those providers
4.2 Legal Requirements
We may disclose your information if required by law, court order, or government request, or if we believe in good faith that such disclosure is necessary to protect our rights, your safety, or the safety of others.
4.3 Business Transfers
If IBPROM Corp. is involved in a merger, acquisition, bankruptcy, or asset sale, your information may be transferred as part of that transaction.
5. Data Retention
We retain your information for as long as necessary to provide our Service and fulfill the purposes outlined in this policy. Specifically:
- Newsletter Subscribers: We retain email addresses until you unsubscribe
- Contact Information: We retain inquiry and contact data for 3 years or as required by business practice
- Session Records: We retain records of strategic sessions and advisory work as needed for service delivery and legal compliance
- Analytics Data: Google Analytics data is retained subject to Google's retention policies
- Cookies: Cookies are retained for the duration of your browser session or as configured (typically 1-2 years for analytics)
You may request deletion of your personal information at any time by contacting us at [email protected].
6. Your Rights and Choices
6.1 Access and Correction
You have the right to access, update, or correct the personal information we hold about you. To do so, please contact us at [email protected].
6.2 Unsubscribe
You can unsubscribe from our newsletter at any time by clicking the unsubscribe link in any newsletter email or by contacting us directly.
6.3 Cookie Management
Most browsers allow you to control cookies through settings. You can:
- Refuse all cookies
- Allow cookies from specific sites
- Delete cookies after your browser session ends
Please note that disabling cookies may affect website functionality.
6.4 Analytics Opt-Out
You can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on.
6.5 Do Not Track
Some browsers include a "Do Not Track" feature. Our website does not currently respond to DNT signals, but you can use the tools described above to manage your privacy preferences.
7. Security
We implement reasonable security measures to protect your personal information from unauthorized access, alteration, disclosure, and destruction. These measures include:
- HTTPS encryption for all data in transit
- Secure storage of personal information
- Limited access to personal information by authorized personnel only
- Regular security updates and monitoring
However, no method of transmission over the internet or electronic storage is completely secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security. You use our Service at your own risk.
8. Legal Compliance
8.1 Canada (CASL & Federal Privacy Laws)
We comply with the Personal Information Protection and Electronic Documents Act (PIPEDA) and Canada's Anti-Spam Legislation (CASL). When we send marketing emails or newsletters, they include:
- Clear identification of the sender
- An easy-to-use unsubscribe mechanism
- A valid business contact address
8.2 United States (CAN-SPAM Compliance)
For U.S. recipients, we comply with the CAN-SPAM Act. All commercial emails include:
- An accurate subject line
- Clear identification as an advertisement or promotion
- Our physical business address
- A functional unsubscribe option
8.3 European Union (GDPR Awareness)
While our primary operations are in Canada and the United States, we are aware of the EU General Data Protection Regulation (GDPR). If you are located in the EU or EEA:
- We will obtain explicit consent before processing your personal data
- You have the right to request access, correction, or deletion of your data
- You have the right to lodge a complaint with your local data protection authority
- We will comply with GDPR requirements regarding international data transfers
9. Business Information
Brand: Joseph Soares & Co.
Legal Entity: IBPROM Corp., doing business as Joseph Soares & Co.
Managing Partner: Joseph Soares
Location: Gatineau, Quebec, Canada
Contact Email: [email protected]
Website: josephsoares.com
10. Third-Party Links
Our website may contain links to third-party websites, including LinkedIn, Substack, Make.com, Apollo.io, and other external resources. We are not responsible for the privacy practices of these third-party sites. We encourage you to review their privacy policies before providing any personal information. This Privacy Policy applies only to information collected through our Service.
11. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of material changes by posting the updated policy on our website with a new "Effective Date." Your continued use of our Service following the posting of changes constitutes your acceptance of the updated policy.
12. Contact Us
If you have questions about this Privacy Policy, wish to exercise your rights, or have concerns about our privacy practices, please contact us:
Email: [email protected]
Business: Joseph Soares & Co.
Location: Gatineau, Quebec, Canada
We will respond to your inquiry within 10 business days.
13. Acknowledgment
By using our Service, you acknowledge that you have read and understood this Privacy Policy and agree to be bound by its terms. If you do not agree with any part of this policy, you should not use our Service.