Effective Date: September 5, 2023
1. Introduction
ClearWealth Accounting Advisor (“we,” “our,” or “us”) is committed to protecting your privacy and complying with Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA). This Privacy Policy outlines how we collect, use, disclose, and protect your personal information. By using our services or providing us with your personal information, you consent to the practices described in this policy.
2. Information We Collect
We may collect various types of personal information when you interact with us, including but not limited to:
- Personal Identifiers: Name, contact information (email address, phone number, address), date of birth, and social insurance number (SIN).
- Financial Information: Banking details, credit card information, and financial records related to your accounting needs.
- Employment Information: Employment history, job title, and employer information
- Usage Information: Information about your interactions with our website, including your IP address, device information, and browsing history.
3. How We Use Your Information
We collect and use your personal information for the following purposes:
- Providing Services: To deliver our accounting, tax, and financial planning services to you.
- Communication: To communicate with you about your accounts, respond to your inquiries, and provide updates on our services.
- Compliance with Legal Obligations: To meet our legal and regulatory obligations, such as tax reporting and record-keeping requirements.
- Marketing: To send you marketing materials and promotional offers related to our services, with your consent.
- Improving Services: To analyze and improve our services, website, and customer experience.
4. Disclosure of Your Information
We may share your personal information with the following parties, as required or permitted by law:
- Service Providers: Third-party service providers who assist us in delivering our services, such as IT support, payment processors, and legal advisors.
- Government Authorities: To comply with legal and regulatory obligations, we may disclose your information to government agencies or tax authorities.
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity.
- Legal Purposes: We may share your information to protect our rights, privacy, safety, or property, as well as to respond to legal requests.
5. Security Measures
We implement security measures to safeguard your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include encryption, access controls, and regular security audits. However, no method of transmission over the Internet is entirely secure, and we cannot guarantee the security of your information.
6. Your Privacy Rights
You have certain rights regarding your personal information under Canadian privacy laws, including the right to:
- Access: Request access to your personal information.
- Correction: Request corrections to inaccurate or incomplete information.
- Withdraw Consent: Withdraw your consent for specific uses of your information.
- Deletion: Request the deletion of your personal information, subject to legal obligations.
- Data Portability: Receive your personal information in a commonly used and machine-readable format.
To exercise these rights or inquire about your personal information, please contact us using the information provided in Section
7. Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to collect usage data and improve our services. You can manage your cookie preferences by adjusting your browser settings. For more information about our use of cookies, please see our Cookie Policy [Insert Link].
8. Contact Us
If you have questions, concerns, or requests related to this Privacy Policy, please contact us at:
ClearWealth Accounting Advisor
1457 McCowan Rd Suite 202
Toronto Ontario Canada M1S5K7
9. Changes to the Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any updates will be posted on our website, and the effective date will be revised accordingly.
By using our services after such changes are made, you agree to the updated Privacy Policy.
This Privacy Policy is intended to provide a comprehensive overview of how ClearWealth Accounting Advisor handles personal information in compliance with Canadian privacy laws. If you have any concerns or require further clarification, please do not hesitate to reach out to us.
10. Consent
By using our services and providing us with your personal information, you hereby consent to the collection, use, and disclosure of your personal information as outlined in this Privacy Policy. If you do not agree with the terms of this policy, please refrain from using our services and contacting us.
