Privacy Policy

Privacy Policy

This Privacy Policy explains how our firm collects, uses, and protects personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) of Canada and, where applicable, the California Consumer Privacy Act (CCPA). We are committed to safeguarding the privacy of our clients and website visitors.

Information We Collect

We may collect personal information such as your name, contact details, financial data, and property information when you engage our services or interact with our website. This includes information you provide voluntarily through forms, emails, or phone calls, as well as information automatically collected via cookies and similar technologies.

Use of Information

Your personal information is used to provide advisory services, including tax preparation, compliance, and strategic planning. We may also use it to communicate with you about updates, legal changes, and firm announcements. We do not sell or rent your personal information to third parties.

Disclosure of Information

In certain circumstances, we may disclose your information to service providers who assist us in delivering our services, such as IT support and data storage. We may also disclose information to comply with legal obligations, such as responding to court orders or tax authorities. Any such disclosures are made in accordance with applicable privacy laws.

Your Rights

Under PIPEDA, you have the right to access, correct, and withdraw consent to the use of your personal information. If you are a California resident, you have additional rights under the CCPA, including the right to know what personal information is collected, the right to request deletion, and the right to opt-out of the sale of your personal information. To exercise these rights, please contact us using the details provided below.

Do Not Sell My Info

As part of our compliance with the CCPA, we do not sell personal information. You may opt out of any future sales if our practices change by contacting us with your request.

Cookies and Tracking

Our website uses cookies to enhance your browsing experience and analyze site traffic. We may use third-party analytics providers that collect data such as IP addresses and browsing behavior. You can control cookie preferences through your browser settings.

Data Retention and Security

We retain personal information only as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law. We employ industry-standard security measures to protect data against unauthorized access, alteration, or destruction.

International Transfers

In some cases, your information may be transferred to and processed in jurisdictions outside of Canada or the United States. Where such transfers occur, we ensure that appropriate safeguards are in place to protect your information in accordance with applicable laws.

Children's Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors. If you believe a minor has provided us with their information, please contact us so we can take appropriate action.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in law or our practices. We will post the revised policy on this page with an updated effective date. We encourage you to review this page regularly to stay informed.

Contact Information

If you have questions or concerns about this Privacy Policy or wish to exercise your rights, contact our Privacy Officer at [email protected] or by mail at [address]. We will respond to your request within the timeframes required by applicable law.