Privacy Policy

This Policy outlines the personal information we collect during the normal course of our business, including through our website or other means, how we use and protect that information, and with whom it may be shared.

Personal information refers to any data that can identify an individual. However, details such as name, title, business address, or phone number of an employee used for business purposes are not considered personal information.

We may collect, use, and disclose your personal information for the following purposes:

• Providing accounting analysis and advisory services;

• Gaining a better understanding of your background and relationships to tailor our services to your needs and provide relevant advice and information;

• Preventing conflicts of interest;

• Communicating with you, including for billing and administrative matters;

• Sharing general accounting and federal budget updates, firm news, and holiday greetings;

• Complying with accounting, professional, and regulatory obligations, such as transparency, and anti-money laundering requirements.

We may also collect, use, and disclose personal information of individuals who are not our clients, if necessary, in the course of serving our clients. If you provide us with another individual’s personal information, you confirm that you have obtained the required consent to allow us to collect, use, and disclose that information.

If you submit your personal information via our website, you are consenting to its use for contact purposes or for any reasonable purposes related to your submission. By using our website, you agree to the collection, use, and disclosure of your personal information as outlined in this Policy.

We may gather information using cookies about website users, including IP addresses, timestamps, referring sites, search data, and pages visited. Please refer to the cookie section below for further details.

When you work with us, or engage in any other dealings, we will rely on your express or implied consent, as appropriate, to collect and use your personal information.

If you provide us with your personal information or that of others, we will use it solely for the purpose for which it was collected. If your personal information is submitted through our website, we will utilize it to communicate with you, respond to your inquiries, ensure the proper functioning of our website, and assess its effectiveness and usefulness.

When you share personal information related to an accounting file, engagement, or request for services, we will use it to communicate with you, deliver accounting or advisory services, and comply with any relevant legal requirements, such as service obligations.

We may also use your personal information for other purposes that you permit or that are allowed by applicable laws.

Where required by law, regulation, or professional ethics, we may use or disclose your personal information without your knowledge or consent; this may include disclosures to regulatory authorities, Chartered Professional Accountants Canada, and Chartered Professional Accountants BC.

You may withdraw your consent for the use or disclosure of your personal information for any or all identified purposes at any time. Subject to our ability to act without your knowledge or consent as described above, we will cease using and disclosing your personal information upon your request.

In the course of providing our services, we may need to share personal information with third-party service providers or agents who assist us in various tasks. When disclosing personal information to these third parties, our agreements require them to use the information solely for the specified purposes and to maintain a level of protection for personal information comparable to our own standards.

We do not sell client lists or personal information to any third parties.

However, in certain situations, we may be legally obligated to disclose personal information to third parties for legal or regulatory reasons.

We use physical, administrative, and electronic measures to safeguard personal information. These protections help prevent unauthorized access, maintain data security, and ensure the proper use of your personal information once it is in our possession.

While we take reasonable precautions to protect personal information, no website or security system—whether physical, administrative, or electronic—can be entirely secure. You should avoid sending confidential or sensitive information over the internet or via email unless you use appropriate security measures such as encryption. All forms of communication, including electronic and cloud-based, carry inherent risks. If your data is stored in the cloud, it may be hosted outside of Canada and could be subject to foreign government access.

We are not liable for any damages resulting from the potential disclosure or misuse of personal or confidential information during such exchanges. Our preferred method of communication is email and other electronic means, and unless you instruct us otherwise in writing, we may communicate with you via unencrypted email.

Ensuring the accuracy and completeness of the personal information you provide is essential for us to deliver the best possible service. In most cases, you have the right to access, verify, and update the personal information we hold. You can assist us in maintaining accurate records by informing us of any changes, such as a new address, phone number, or other relevant details.

If you notice that any personal information is outdated, incorrect, or incomplete, it is your responsibility to inform us. Once notified, we will promptly make the necessary corrections.

When someone visits our website, we may use a browser feature called a "cookie" to collect information such as the type of browser and operating system used, the domain name of the site they came from, the date and duration of the visit, the number of visits, average time spent on the site, pages viewed, and the number of cookies accumulated. A cookie is a small text file containing a unique ID number that identifies the visitor's browser to our system, but not necessarily the visitor personally. Unless you specifically provide your information (e.g., by registering for an event or sending correspondence through the website), we will not know your identity.

In addition to the purposes outlined in this Policy, we may use this information and share it with other organizations with which we have a commercial relationship to assess website usage, improve functionality and content, and enhance the user experience.

You can adjust your browser settings to notify you when a cookie is received or to refuse cookies entirely. By continuing to use our website without changing your browser settings, you are consenting to the use of cookies. If you choose to reject cookies, certain features of the website may not function properly.

Our website may contain links to external websites, resources, or businesses operated by other parties. These links are provided for your convenience and do not constitute an endorsement or referral by us. We do not have any control over these websites, their operations, goods, services, or content, and we accept no responsibility or liability for them. We recommend that you review the privacy policies of these external sites. Any interactions you have with the owners or operators of these websites are at your own risk.

The firm reserves the right to modify, amend, or revise the terms of this agreement at any time. Any such revisions will be effective immediately upon notice, which may be given by any reasonable means, including posting updated terms on the firm's website. Your continued engagement in any activities or services with the firm following such notice will constitute your acceptance of the revised terms and conditions in effect at the time of the engagement.