At ID Advisory, we are dedicated to protecting the personal information entrusted to us by clients, website visitors, and individuals who interact with our firm. Safeguarding your privacy is both a legal requirement under Canadian privacy legislation and a core part of our ethical and professional responsibility as advisory specialists. This Privacy Policy explains in clear and comprehensive terms how we collect, use, disclose, and retain personal information and the measures we take to ensure its security.
Our privacy practices comply with all applicable federal and provincial laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA), and uphold the high professional standards expected within the advisory and consulting industry. This policy works alongside, but does not replace, our strict obligation of confidentiality.
Definition of Personal Information
Under Canadian privacy law, personal information refers to data about an identifiable individual. This may include, but is not limited to: home address, personal email, financial information, identification numbers, tax records, or any information that reasonably identifies an individual. Basic business contact information (such as a company name, title, business address, or work email) is not considered personal information.
As trusted advisors, we are accountable for the personal information we handle. We have implemented strong internal policies, employee training, and secure technical safeguards to ensure responsible, compliant, and secure management of personal data.
Confidentiality and Professional Standards
All information, documents, and communications shared with us in the course of providing advisory, tax, accounting, or consulting services are treated with the highest level of confidentiality. We disclose information only when required by law, regulation, or with the explicit consent of the individual or client.
Collection, Use, and Retention of Personal Information
We collect personal information directly from clients and, when permitted, from third parties. Information is collected using fair, transparent, and lawful methods.
Personal information is used strictly for purposes such as:
-
> Delivering professional advisory, accounting, and tax-related services.
-
> Meeting regulatory, compliance, or reporting obligations.
-
> Responding to inquiries, consultations, or service requests.
-
> Managing client relationships, billing, and internal documentation.
-
> Communicating updates, regulatory changes, deadlines, or relevant firm announcements.
We retain personal information only for as long as necessary to meet the purpose for which it was collected and to comply with legal or regulatory retention requirements. Once no longer needed, records are securely destroyed or anonymized.
Online Interactions and Communications
Website visitors may voluntarily submit personal information for example, when requesting consultations, downloading resources, subscribing to newsletters, or registering for events. Any information provided will be used solely for its intended purpose unless additional consent is given.
If you have previously interacted with ID Advisory, we may combine new information with existing records to enhance your experience and the quality of our service.
Email and Marketing Communications
ID Advisory may occasionally send informational emails, including industry updates, newsletters, or event invitations. Each message includes an option to unsubscribe at any time. We honour all unsubscribe requests promptly and do not send unsolicited marketing messages.
External Website Links
Our website may contain links to external third-party websites. These sites operate independently and may have their own privacy policies. ID Advisory is not responsible for the data collection practices or privacy policies of third-party sites. We encourage users to review their policies before sharing any personal information.
Safeguards and Security Measures
We employ administrative, physical, and technical safeguards to protect personal information from unauthorized access, misuse, alteration, loss, or disclosure. These measures include encrypted storage, access controls, secure communication tools, and routine system monitoring. However, no method of online transmission or electronic storage is completely risk-free, and information shared online is done at your own discretion and risk.
Challenging Compliance and Contacting Us
If you have questions, concerns, or wish to review or update your personal information, please contact us directly. We take all privacy-related inquiries seriously and will investigate and resolve concerns promptly and professionally.
If you remain dissatisfied with our response, you may contact the Office of the Privacy Commissioner of Canada or the applicable provincial privacy authority.
