Next CCB payment is on June 19
Effective Date: May 19, 2026
1. Our Commitment to Your Privacy
We are deeply dedicated to protecting the personal, financial, and health details you share with us. Our operational standards comply strictly with federal guidelines outlined in the Personal Information Protection and Electronic Documents Act (PIPEDA) and provincial frameworks established by the Alberta Personal Information Protection Act (PIPA). We maintain comprehensive operational and digital safeguards to ensure that your private information remains confidential, secure, and accurate at all times.
2. Accountability and Information Governance
Our office takes complete responsibility for protecting all data received from you throughout our business relationship. We enforce strict internal controls to safeguard this information across physical, digital, and verbal formats. Joseph Grill serves as our designated Privacy Officer, overseeing our entire information security system and ensuring complete adherence to legislative requirements.
3. Scope of Information Collection
To deliver professional tax preparation and advisory services, we collect necessary personal, financial, and health details from you. This information includes social insurance numbers, annual income figures, employment tax forms, investment statements, deduction receipts, and health-related expense documents required to claim specific tax credits. We gather and retain this data exclusively to build accurate client files and execute customized tax strategies that match your needs.
4. Purpose and Consent
By engaging our professional services, you give us permission to use your personal data to prepare tax returns and provide advisory services. We use this information to evaluate your unique financial situation, communicate updates, administer ongoing services, analyze business outcomes, prevent fraud, and comply with all legal and corporate obligations. If you prefer not to receive optional updates regarding matched tax services or strategies, you may opt out at any time by notifying our Privacy Officer.
5. Information Sharing and Disclosure Limits
Your privacy is a cornerstone of our advisory relationship. We do not sell, rent, or lease your personal information to third parties, nor do we share your data with external marketing firms. To resolve complex financial scenarios outside our core areas of expertise, we may share completely anonymous data that does not identify you. If sharing identifiable information with external professionals becomes necessary to optimize your strategies, we will obtain your explicit permission beforehand.
6. Data Security and Retention Standards
We use advanced technical, physical, and administrative safeguards to defend your files from unauthorized access, modification, or disclosure. Records are retained securely for as long as we serve as your tax preparer or as required to satisfy ongoing legal, corporate, and regulatory requirements. When information is no longer needed or when a formal deletion request is submitted, we use secure methods to completely destroy or permanently delete the records.
7. Individual Privacy Rights
You retain full legal rights over your personal data. You may request to review your file at any time to confirm its accuracy, completeness, and currency. You also hold the right to understand exactly how your data is processed, know who protects it, and request its complete destruction when it is no longer bound by regulatory retention mandates. If you choose to withdraw your data consent, you can do so by providing reasonable written notice to our Privacy Officer, subject to existing legal or contractual obligations.
8. Inquiry and Complaint Procedures
If you have questions about our handling practices or suspect unauthorized access to your file, you can submit a confidential complaint directly to our office. Joseph Grill can be reached via cell phone at 403-560-5168 or through email at joegrill01@gmail.com. You also maintain the right to file an official complaint with the Office of the Privacy Commissioner of Canada or the Office of the Information and Privacy Commissioner of Alberta.
9. Revisions and Modifications
This document is updated periodically to reflect evolving data collection practices and changes in privacy legislation. When updates occur, we will revise the effective date at the top of the policy to indicate the latest version. We encourage you to review this policy regularly to stay informed about how we continue to protect your private information.