The Personal Information Protection and Electronic Documents Act (PIPEDA) governs how all private sector organizations in Ontario handle personal information of clients, employees, and other. Personal information is defined as any information that can identify an individual and information about an identifiable individual. This includes information such as a person’s home address, date of birth, social insurance number, medical and financial information.
Our partners, staff and associates are governed by the Rules of Professional Conduct maintained by the Chartered Professional Accountants of Ontario. These rules also set standards for the collection and use of personal information.
What Information We Collect and Why
We collect and use personal information to assist us in providing professional services for our clients. These services generally include the preparation of client’s financial statements, tax planning, compliance and other related government filings, documentation for assurance engagements and any other business or financial consulting.
We will only collect, use or disclose your personal information with your prior knowledge and consent, unless it is clearly in your interest that we collect your personal information and consent is not available in a timely manner. By providing us with your personal information for the purpose of us rendering professional services as described above, you consent to our collection and use of the information for those purposes.
We will only collect personal information that is relevant for the purposes of rendering our services. All information collected shall be collected by fair and lawful means.
Limiting Use, Disclosure and Retention
We will use or disclose personal information only for the purpose of collection unless we receive your consent or are required by law. Personal information will only be retained as long as it is required to render our services or as required by law or professional standards. Personal information will be safely destroyed when the information is no longer required.
We retain personal information utilizing the most recent software, technology and security to ensure that the information we gather is accurate, complete and kept up-to-date as may be required.
Personal information is safeguarded by physical measures and up-to-date technological security. Employees are only granted access to personal information on a “need-to-know” basis or whose duties reasonable require such information.
Upon request, we will inform an individual of the existence, use and disclosure of their personal information. We will provide such individuals reasonable access to their information and correct any personal information if its accuracy and completeness is challenged and found to be deficient. There are limited exceptions to this access, which are set out in the legislation.
Attn: Privacy and Confidentiality Leader
8953 Woodbine Avenue
The Privacy and Confidentiality leader will ensure that a complete investigation of a complaint is undertaken and will report the results of this investigation, in most cases, within 30 days