Privacy Policy

 

Gagnon Robitaille CPA inc. is committed to ensuring the protection and confidentiality of the personal information that you provide or that we collect when you visit our website or interact with us. In this regard, this privacy policy (hereinafter the “Policy”) aims to inform you of the personal information that we collect as well as how this same information is used, communicated and saved by us. The policy is designed to comply with applicable laws regarding the protection of personal information.

Personal Information Categories

 

In this Policy, by “personal information”, we mean all information relating to a natural person and which allows them to be identified, directly or indirectly, which may include, but is not limited to:

 

  • your contact information, such as your last name, first name, postal address, email address and telephone number;
  • your financial information, such as information relating to your income, salary, other benefits, tax return, including your social security number;
  • recruitment information, such as a resume, education and employment history information, diplomas, details regarding professional affiliations and other information relevant to potential recruitment or employment;
  • billing and financial information, such as a billing address, bank account information or payment data
  • service information, such as details of services we have provided;
  • information provided to us by or on behalf of our clients or that we produce as part of our provision of services and which could, where required, include special categories of personal information (in particular the racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership, health, sexual orientation, etc.
  • identification and other background check data, such as a copy of a driver's license, passport or utility bill, proof of beneficial ownership or personal information the source of funds, required to comply with anti-money laundering laws and collected as part of our warrant and ongoing monitoring procedures;
  • data on your browser's cookie files, linked to your use of our website or our portals, in particular your IP address, your identifier, the language of correspondence, the date and time of your visits as well as pages consulted;
  • any other personal information concerning you or third parties that you communicate to us.

 

We do not knowingly collect information from children or others about anyone under 14 years of age. If you are a minor under the age of 14, please do not provide us with personal information without the express consent of a parent or guardian. If you are a parent or guardian and you are aware that your children have provided us with personal information, please contact us.

 

Collecting Personal Information

 

We may collect personal information directly from you when you visit our website, do business with us or otherwise interact with us. We may also collect personal information indirectly from any source, including, but not limited to, sources specified in any agreement between you or an agent acting on your behalf and us, your current or former employers, financial institutions , personal information agents, employment agencies, credit rating agencies, government agencies, or from your authorized representatives, such as your financial advisor, anyone you may have provided as a reference.

 

1. Use of Personal Information

 

The personal information we collect is only for the purposes indicated at the time of collection or any other use permitted or required by applicable laws, including for:

 

 

1.1 Providing Services to Our Customers
We may, for example, use personal information to provide our services, for the conduct of our business, including to carry out our obligations arising from any agreement entered into with you. As part of the professional services we provide to our clients, we may process personal information of individuals with whom we do not have a direct relationship (contractual or otherwise). In this case, we ask our customers to confirm that they have the authority to provide us with the personal information in the context of providing the services and that this data has been processed in accordance with applicable laws.

 

1.2 Any Activity that is an Integral Part of the Operation of our Firm
We may also use your personal information for the purposes of or in connection with:

 

  • recruitment of employees, potential contract workers, as well as management with employees and contract workers;
  • requests for information and communications from governments, regulators, courts and law enforcement authorities;
  • customer account opening, customer relationship administration, accounting and invoicing;
  • compliance with our legal, regulatory or risk management obligations as well as those of our customers and our service providers;
  • fraud prevention;
  • any other use permitted or required by applicable laws;
  • communicate with you and keep you informed; to send you an appointment confirmation, to respond to a question asked, a comment or a request for information, to respond to your quote request.

 

 

2. Communication of Personal Information

 

We undertake not to disclose personal information for purposes other than those for which it was collected, unless you consent or applicable laws permit or require it.

 

2.1 Communications to Third Parties
We may disclose your personal information to third parties, including:

  • third party service providers who support our services or who provide services on our behalf, such as hosting and data processing, IT support and other services. We do not authorize them to use or disclose personal information for their own commercial or other purposes;
  • professional advisors, such as law firms, tax advisors or auditors;
  • insurers;
  • regulatory bodies and other professional bodies;
  • tax authorities, securities authorities, credit rating agencies;
  • federal or provincial agencies and regulators in response to a search warrant, court order or other request or investigation that we deem valid;
  • any person or organization, including investigation, to prevent, detect or suppress financial abuse, fraud or criminal activity to protect our assets and interests, or to manage or settle any actual or potential loss, or in the event violation or contravention of law;
  • any other third party where the law requires or authorizes such disclosure.


2.2 Communication Outside of Canada
Some of these third parties may be located in Canada or other jurisdictions or countries and, therefore, your personal information may be processed, accessed or stored outside of Canada. They may disclose information in response to valid requests from governments, regulators, courts and law enforcement authorities in those jurisdictions or countries, in accordance with applicable law in those jurisdictions or country.

 

 

3. Preservation

We retain your personal information for as long as it is necessary for the purposes for which it was collected, subject to legislative and professional requirements regarding the retention of certain types of information.

 

4. Consent

We make sure you understand the purposes for which we use or disclose your personal information. Your consent may be express, implied, or provided by your authorized representative. By using our website or providing us with your personal information, you consent to this Policy and the collection, use, disclosure and storage of your personal information in accordance with this Policy. Except where the law provides otherwise, you can withdraw your consent to the communication or use of the information collected by contacting us. In some cases, withdrawing your consent could affect the services that may be offered to you.


5. Security Measures

We follow the standards that are generally applied for this purpose, in order to ensure the protection of personal information. We maintain physical, organizational, contractual and technological security measures to protect your information against accidental or unlawful destruction, accidental loss, modification, unauthorized disclosure or access, misuse or other unlawful form. processing of personal information in our possession. We take steps to ensure that only authorized individuals who have a need to know personal information, or whose duties reasonably require knowing it, have access to it. Third parties to whom personal information is communicated must comply with the security measures we have implemented.

Despite the measures described above, no method of transmission over the Internet, nor any means of electronic storage, is completely secure. We therefore cannot guarantee the absolute security of your personal information. If you have reason to believe that your personal information has been compromised, please contact our Privacy Officer immediately, Mr. Guy Gagnon.

 

 

6. Third Party Websites Links

For your convenience, our websites may provide links to third party sites or portions of their sites. We have no control over the content or operation of these sites nor over the confidentiality or privacy practices of the operators of these sites. Therefore, any personal information you submit through these sites is governed by the privacy policies of the sites in question. It is therefore your responsibility to find out about their policies and information that concerns you.

 

 

7. Rights regarding your personal information

In certain circumstances and in accordance with applicable laws, you have a number of rights with respect to your personal information. Upon written request, you have the following rights in relation to your personal information:

  • access: you may be informed of the existence, use and disclosure of your personal information and you may have access to this personal information within a reasonable time. You can also request that your computerized information be communicated in the form of a written and intelligible transcription;
  • rectification: you have the right to have the personal information we hold about you rectified, modified and updated if it is incomplete, out of date or inaccurate;
  • withdraw your consent: you have the right to withdraw or modify your consent to the communication or use of your personal information at any time, subject to applicable legal and contractual restrictions;
  • de-indexing: you have the right to ask us to stop disseminating your personal information and to de-index any link attached to your name which gives access to this information if this dissemination contravenes the law or a court order.

 

You have the right to file a complaint with the Commission for Access to Information, subject to the conditions provided for by applicable laws.

 

8. Contact us

For any questions, concerns about this Policy or about the protection of your personal information, to exercise your rights or file a complaint, please contact our Personal Information Protection Officer by email at ggagnon@gagnonrobitaille. com

Please provide sufficient detail in any correspondence you send to us to enable us to identify what information you wish to access or correct, if applicable. We recommend that you secure your emails. Please note that we may ask you to verify your identity before responding to your request.

 

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