Our commitment to our clients and others is to respect and protect the privacy and confidentiality of personal and business information that is entrusted to us in the course of rendering services to our clients. As Chartered Professional Accountants we are governed by Rules of Professional Conduct which have always and will continue to guarantee the privacy and confidentiality of your personal information.
We collect and use personal information generally to provide services for our clients and for the following purposes:
- a) To assist us in providing services pertaining to the preparation of your financial statements.
- b) For the preparation of your taxation and other returns as required for various
governmental and other regulatory purposes.
- c) To advise you on personal financial planning, business and succession planning, and other business and personal advisory servi
- d) To understand your needs and determine the suitability of other services we may be
able to offer to you.
- e) To administer the practice – such as for billing and collection matt
We will not collect, use or disclose your personal information without your consent. By providing us with your personal information for the purposes listed above, you consent to our collection and use of the information for those purposes. With respect to personal information that you provide for the preparation of your taxation and other returns, you consent to our transmitting such personal information to the appropriate governmental or regulatory authorities.
If we wish to collect your personal information for purposes other than as stated above, we may request that you consent, verbally or in writing to such collection. Similarly, if we wish
to use personal information that we have already collected for a purpose other than as stated above, we will seek your consent to such use.
You have the right to refuse or withdraw your consent to the collection, use and disclosure of your personal information. In some cases, such refusal or withdrawal may prohibit or adversely affect the completion of our professional engagement. We will advise you if that is the case.
In some limited circumstances, the law may require that we release personal information to regulatory bodies, governmental authorities and/or our professional organizations. We will notify you of any such required disclosures and provide you with the reason that obligates us to release the personal information.
Retention, Accuracy and Safeguarding
In order to preserve the information for governmental and professional purposes, and to serve you better, we will retain and safeguard your information for as long as we determine is necessary, whether or not you are a client.
We will use appropriate technologies, and maintain high security standards to ensure the protection of your information. While we do employ up to date technology to protect your personal information when it is transmitted electronically, you should be aware that no electronic transmission can be guaranteed to be completely secure. We will use email as a regular form of communication unless you request otherwise in writing.
You may, upon written request, review your personal information and request corrections if necessary. We are committed to maintaining accurate information, and urge you to notify us promptly of any changes in your personal information.
We understand that, in the course of delivering our services, you may disclose to us personal information that you have collected regarding your employees, customers and other parties. We assure and commit to you that this information will be kept private and confidential and will not be released to any third party (other than as may be required by law) unless we first obtain consent.
If you have any questions or comments about our firm and management company’s
policies and procedures regarding your privacy, we ask that you contact our Office