Privacy Policy Overview

This privacy policy outlines how we handle personal data collected from users.

Policy guidance
This introductory summary is provided to help readers navigate the sections that follow.
Use of information
Handled under this policy framework
User rights
Requests and access options are described below
Support channel

Contact Information

Contact Email
Contact Number
+1 289-439-5078
Mailing Address
561 9ème Avenue, Pointe-aux-Trembles QC H1B 4C7
General Inquiries

Data collection overview

How information is collected and how cookies work

This section outlines the categories of personal information we collect, where that information comes from, the cookie types used on the site, and the options available to manage cookie preferences.

Data collected

Data Collection Practices

We collect personal information such as names, contact details, and financial data necessary for tax planning services.

The categories of data collected depend on user interactions with our services.
Sources of data

Sources of Data

We may also gather data from third-party sources to enhance our service offerings.

Data is collected directly from users through forms and interactions on our website.
Cookie types

Types of Cookies Used

Essential cookies are necessary for the website to function, while performance cookies help us analyze site usage.

Cookies may be categorized as essential, performance, or functionality cookies.
Cookie controls

Cookie Management

Cookies are used to improve user experience and site functionality.

Users can manage cookie preferences through their browser settings at any time.
User Rights

User Rights

These rights include access, correction, and deletion of personal data.

Users have specific rights regarding their personal data, subject to legal limitations.
Requests

Exercising User Rights

Users may submit requests to exercise their rights as outlined in this policy.

Requests regarding user rights will be addressed within the timeframe established by applicable law.
Data Retention

Data Retention Policy

We will retain personal data only as long as necessary to fulfill the purposes outlined in this policy.

Data retention periods are determined based on the necessity of the information for our services.
Policy Updates

Policy Updates

Users are encouraged to review this policy periodically for updates.

We will notify users of significant changes to this policy through appropriate communication channels.
Purpose of use

Purposes of Data Processing

We may also use data for compliance, analytics, and communication purposes.

Personal data is processed for the purposes of providing tax planning services and improving user experience.
Third-party sharing

Data Sharing with Partners

These partners are required to maintain the confidentiality of the data shared with them.

Data may be shared with trusted partners who assist us in providing our services.