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.
We collect and use personal information generally to provide services for our clients and for the following purposes:
- To assist us in providing services pertaining to the preparation of your financial statements;
- For the preparation of your taxation and other returns as required for various governmental and other regulatory purposes.
- To advise you on personal financial planning, business and succession planning, valuation and other business and personal advisory services.
- To understand your needs and determine the suitability of other services we may be able to offer to you.
We will not collect, use or disclose your personal information without your consent.
Please be aware that we will need a written request, a personal visit or a confirming phone call from each individual or corporation before we can or will disclose information on your behalf. (e.g.: to Financial Planners, Bankers, Government Agencies, Mortgage Brokers etc.)
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 effect our ability to continue to represent you effectively.
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 or governmental authorities. 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 purposes, and to serve you better, we will retain and safeguard your information for as long as we determine is necessary, even if you are no longer 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. 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.