Purpose of use
Purposes of Data Processing
We process personal data to deliver services, improve user experience, and comply with legal obligations.
Processing is limited to the purposes described in this policy.
Privacy Policy Overview
This privacy policy outlines how we handle personal data in compliance with applicable laws.
Policy guidance
This introductory summary is provided to help readers navigate the sections that follow.
Use of information
Handled under this policy framework
User rights
Requests and access options are described below
Support channel
Third-party sharing
Data Sharing with Partners
We share data with trusted partners who assist in providing our services under strict confidentiality.
Third parties receiving data are bound by confidentiality obligations.
Legal basis
Legal Disclosures
We may share personal data with legal authorities when mandated by law or to protect our rights.
Disclosure to authorities occurs only when required by applicable law.
User Rights
User Rights
Users have rights regarding their personal data, including access, correction, and deletion.
Rights may be subject to legal limitations in certain circumstances.
Requests
Rights Requests
Users may submit requests to exercise their rights concerning their personal data.
We respond to verified rights requests within the timeframe required by law.
Data Retention
Data Retention Policy
We retain personal data only as long as necessary to fulfill the purposes outlined in this policy.
Retention periods are reviewed periodically and data is deleted when no longer necessary.
Policy Updates
Policy Updates
We will notify users of significant updates to this privacy policy via our website.
Material changes to this policy are communicated through appropriate channels.
Contact Information
Email
Phone
+1 902-566-8194
Address
7333 Gollner Avenue, Richmond BC V6Y 0J1
General inquiries
Data collection overview
How information is collected and how cookies work
This section outlines the categories of personal information we collect, where that information comes from, the cookie types used on the site, and the options available to manage cookie preferences.
Data collected
Data Collection Practices
We collect personal data such as names, email addresses, and financial information to provide tax planning and strategy services.
The categories of data collected depend on how users interact with our services.
Sources of data
Sources of Data Collection
We obtain data from user submissions, account registrations, and usage of our website features.
Data is received directly from users or generated through service interactions.
Cookie types
Types of Cookies Used
We use essential cookies for functionality and analytical cookies to improve user experience.
Cookies vary by purpose and may be session-based or persistent.
Cookie controls
Cookie Management
Cookies can be managed through browser settings, allowing users to control their data preferences.
Users may adjust cookie preferences through browser settings at any time.