Privacy Policy

We collect personal information only for reasonable business purposes related to providing our services, communicating with clients and authorized family members, managing bookings, coordinating support, and maintaining safe and reliable service delivery.

We aim to handle personal information with care, discretion, and transparency.

Depending on the services requested, we may collect:

• Name, phone number, email address, and mailing address
• Service address and property access details
• Authorized family member or contact information
• Service preferences, scheduling details, and special instructions
• Information related to errands, appointments, transportation coordination, home checks, pet care, plant care, mail pickup, organizing, downsizing, or vendor coordination
• Emergency contact information, where provided
• Photos, notes, or written updates related to property checks or completed services
• Payment and billing information
• Communications you send to us by phone, email, text, website form, or other method

We do not provide medical care and do not intentionally collect medical information unless it is voluntarily shared and directly relevant to providing non-medical support, such as accessibility needs, appointment logistics, or safety considerations.

We may use personal information to:

• Respond to inquiries
• Schedule and provide requested services
• Coordinate errands, appointments, transportation, property checks, vendors, or household support
• Communicate with clients and authorized family members
• Provide service updates, written notes, or photos where appropriate
• Manage billing, payments, receipts, and account records
• Improve our services and client experience
• Maintain safety, accountability, and service quality
• Meet legal, insurance, tax, or regulatory obligations

By contacting us, requesting services, submitting information through our website, or continuing to use our services, you consent to the collection, use, and disclosure of personal information as described in this Privacy Policy.

You may withdraw consent at any time, subject to legal, contractual, or service-related limitations. If you withdraw consent, we may not be able to provide some or all services.

We do not sell your personal information. We may share personal information only when reasonably necessary, including with: authorized family members or contacts you have approved; contractors, vendors, or service providers involved in delivering requested services; payment processors, scheduling tools, website platforms, or administrative service providers; insurers, legal advisors, accountants, or professional advisors, where required; government, regulatory, or law enforcement authorities, where required by law. When working with contractors or service partners, we share only the information reasonably necessary to coordinate the requested service.

For property checks, home support, transition support, or other services, we may take photos or prepare written updates to document completed work, visible concerns, or service status. These updates are shared only with the client and authorized contacts, unless otherwise required by law or necessary to coordinate a requested service.

We use reasonable physical, administrative, and technical safeguards to protect personal information from unauthorized access, use, disclosure, loss, or theft. These safeguards may include password-protected systems, limited access to client information, secure recordkeeping, careful handling of keys and access information, and appropriate procedures for service documentation. No method of storage or communication is completely secure, but we take reasonable steps to protect the information entrusted to us.

We retain personal information only as long as reasonably necessary to provide services, manage records, meet legal or tax obligations, resolve disputes, or support business operations. When information is no longer needed, we will securely delete, destroy, or anonymize it where reasonable.

You may request access to the personal information we hold about you or ask us to correct information that is inaccurate or incomplete. To make a request, contact us at: hello@nearanddear.com. We may need to verify your identity before responding to an access or correction request.

Our website may collect basic technical information such as browser type, device information, pages visited, and general usage data. This may be collected through website analytics tools, cookies, or similar technologies. This information helps us understand how visitors use our website and improve the website experience. You can adjust your browser settings to refuse or delete cookies, although some website features may not function properly.

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices, content, or policies of third-party websites.

Our services are intended for adults, families, homeowners, and seniors. We do not knowingly collect personal information from children without appropriate consent from a parent or guardian.

We may update this Privacy Policy from time to time. The updated version will be posted on our website with a revised effective date.

For questions about this Privacy Policy or how your personal information is handled, please contact:

Near & Dear Concierge
North Saanich, British Columbia, Canada
hello@nearanddear.com; +1 250-510-9966
https://nearanddearconcierge.com/