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Effective as of June 2, 2025,
and may be updated regularly
and without prior notice.
I am committed to following federal and Alberta privacy laws that regulate how personal information is handled. Strict privacy standards are maintained to ensure the safety of your information.
I am responsible for the personal information received from you. I will take appropriate and reasonable measures to safeguard that information in whatever form I receive it.
You have the right to know why an organization collects, uses, or shares your personal information.
You can expect an organization to handle your information reasonably and only for the purposes you agreed to.
You have the right to know the person within an organization responsible for protecting your information.
You can expect your information to be safeguarded against unauthorized disclosure.
You can review and confirm the accuracy, completeness, and currency of the information held by an organization about you.
Individuals have the right to expect an organization to destroy their information when requested or when it is no longer required for the intended purpose.
You have the right to privately complain to an organization about how it handles your information and to the Privacy Commissioner of Canada.
When you do business with me, you provide personal information, including sensitive financial and medical details. I keep it in your file so I may provide you with the services and strategies that best meet your needs. By doing business with me, you are providing consent for me to use this information appropriately. I may use and disclose this information for various purposes, including communicating with you, assessing service suitability, managing ongoing services, preventing fraud, analyzing business results, and complying with legal requirements.
I gather, use, and keep all personal, financial, and health information exclusively to offer advisory services. I may share information that does not identify you personally with others to seek assistance beyond my areas of expertise.
Retaining a substantial amount of collected information is essential to comply with regulations and align with your needs.
I have implemented physical and technical safeguards along with appropriate procedures to prevent unauthorized access or use of client information.
I do not disclose or sell client information to third parties. I do not share client information with external organizations that are not related to our relationship and would use it for marketing their products or services.
I use your personal information to pinpoint services and strategies that align with your identified needs. By using my services, you agree to:
Provide accurate, current, and updated information throughout our business relationship as your circumstances change.
Allow me to use, share, and disclose this information as needed with other professionals to get help outside of my areas of expertise.
Allow me to keep your personal information, including financial information as detailed on your tax returns and any financial and health details you have provided, in my records for as long as I am your tax preparer or have a business or regulatory need to keep the information.
You can withdraw your consent at any time by contacting my privacy officer, taking into account legal or contractual obligations, and providing reasonable notice in writing.
Your information may be used to inform you about tax services or strategies that match your interests or situation. If you do not wish to receive this communication, please notify my privacy officer.
My privacy officer is Joseph Grill.
His cell number is 403-560-5168.
His email address is joegrill01@gmail.com.
If you suspect unauthorized access to your information, you can file a confidential complaint with me or the Privacy Commissioner of Canada.
The privacy policy will be updated periodically to comply with the law and adapt to changing data collection practices. In case of any changes to this Privacy Policy, I will revise the "Effective Date" stated at the beginning of the policy.