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Our Policy for Protecting Your Privacy
Our office does not distribute or provide any information about our clients to anyone, without the consent of the client as outlined in this policy or as required or permitted by law.

Our office protects the personal information we do collect and maintain. Access to personal information is granted:

i.  Internally: Employees, agents and representatives, and
ii. Externally: Regulatory/governmental authorities, chartered accountants, lawyers, bookkeepers, bankers, insurance agents, financial products suppliers, third party administrators, real estate agents or other third parties specifically authorized by you,

only to provide financial, taxation, insurance, investment, estate and business planning services, products or advice or to serve another legitimate business need.

We have implemented physical, electronic and organizational measures to help protect clients’ personal information from unauthorized access, unlawful processing and accidental loss, destruction, or alteration.

Guidelines for Information Disclosure
We do not disclose personal information about our clients or former clients to anyone, without consent of the client as outlined in this policy, except as required or permitted by law. For example, we are occasionally asked or required to provide information to credit reference agencies, to regulatory / governmental authorities, law enforcement and / or self regulatory organizations or to third parties in response to court orders. We may also use this information to establish or exercise our legal rights or to defend against legal claims.

To fulfill its mandate to the public, the Institute of Chartered Accountants of Ontario, a self-regulatory organization requires access to personal information of our clients. These regulatory authorities collect, use or disclose such information for purposes that may include the following: mandatory periodic practice inspection or investigation of disciplinary proceedings.

We sometimes retain third parties ("authorized sub-contractors") to perform, on our behalf, certain administrative or professional services in support of our business and the services we provide. Such services could include file processing, data processing, file imaging, records retention and disaster recovery. Accordingly, in certain instances, these authorized sub-contractors will be provided with personal information to the extent that it is necessary in the performance of those specific administrative or professional services on our behalf. We obligate our authorized sub-contractors to use and take steps to protect personal information we provide to them. They must, at a minimum, take precautions that are in accordance with our security standards and information handling principles. They are bound by contract not to use the information for any purpose other than for the specific services they provide on our behalf and for no other purpose.

We occasionally use your personal information to advise you of products and / or services we believe may be of interest to you or fit your personal circumstances.

You may withdraw your consent at any time (subject to legal or contractual obligations). Please provide us with five (5) business days notice in writing. Please be aware that withdrawing your consent may prevent us from providing and/or completing the requested products and/or services. Questions or concerns regarding this Privacy Policy can be addressed to our Privacy Officer at