At our Chartered Accountant firm, we are committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This privacy policy outlines how we collect, use, and protect personal information in accordance with applicable laws and regulations.

Collection of Personal Information

We may collect personal information from clients through various means, including but not limited to:

Information provided in person, over the phone, or via email, including name, contact information, and financial information.
Information collected from third-party sources, including credit reporting agencies or other financial institutions.

Use of Personal Information
We use personal information collected from clients to provide accounting and financial services, as well as to comply with legal and regulatory requirements. Specifically, we may use personal information for:

• Preparing financial statements and tax returns
• Providing advice on financial matters
• Communicating with clients about their financial matters
• Complying with legal and regulatory requirements
• Disclosure of Personal Information
  
  

 We do not disclose personal information to third parties without the client’s express consent, except in the following circumstances:

• As required by law or regulation
• As required by a regulatory authority or professional accounting body
• As required by a court or tribunal
• To facilitate the provision of accounting and financial services, such as engaging a third-party service provider for tax preparation
  
  

Protection of Personal Information

We take reasonable measures to protect personal information from unauthorized access, disclosure, and use. This includes physical, technical, and administrative safeguards, as well as staff training on privacy and security best practices.

Retention of Personal Information

We retain personal information for as long as necessary to provide accounting and financial services to our clients and to comply with legal and regulatory requirements. When personal information is no longer needed, we securely destroy or de-identify it.

Access and Correction of Personal Information

Clients have the right to access and correct their personal information held by our firm. Clients may request access or correction by contacting our privacy officer, who will respond within a reasonable timeframe.

Changes to Privacy Policy
We may update this privacy policy from time to time. Clients will be notified of any material changes to the policy, and the updated policy will be posted on our website.