Privacy Policy

Corporate Advisors Canada Inc. considers the privacy of its clients to be fundamental of importance and has established a policy to maintain the confidentiality of the information you share with us.

As certified financial planners licensed in Canada, we are now required by law to inform our clients of their policies regarding privacy of client information. We continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy. In providing tax and estate planning services to you, we collect certain non-public information about you. Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it only as needed to provide services to you, or as permitted or required by law. This policy is applicable to information for current and former clients.

Information we collect

The personal information we collect directly from you includes information required to communicate with you and assist us in effectively addressing your estate planning and unique tax needs. This information could include:

• Identifiers such as username, date of birth and IP address.

• Sensitive information such as social security numbers.
• Commercial information such as financial, insurance and tax details.
• Employment information.

We collect non-public personal information about you that is provided to us by you or obtained by us with your authorization.

In addition, by visiting our website, our servers may automatically recognize a visitor’s domain name and IP address (the number assigned to computers on the internet). No personal information about you is revealed in this process. Our website may also gather anonymous “traffic data” that does not personally identify you, but that may be helpful for marketing purposes or for improving the services we offer.

Tracking and Cookies

From time to time, we may use the standard “cookies” feature of major browser applications that allows us to store a small piece of data on your computer about your visit to our website. We do not set any personally identifiable information in cookies, nor do we employ any data capture mechanisms on our website other than cookies. Cookies help us learn which areas of our site are useful and which areas need improvement. You can choose whether to accept cookies by changing the settings on your browser. However, if you choose to disable this function, your experience at our website may be diminished and some features may not work as they were intended.

How information is used

All certified financial planning companies need to share client personal information to run their everyday business. We use information about you to provide our estate and tax planning services to you. We use information about you to provide our estate and tax planning services to you. We may disclose the information to third parties as permitted by law, including broker/dealers, Management General Agencies or other companies used to provide services to you. From time to time, we may be required to give information about our business to regulatory authorities. This may include personal information about you. We do not sell your personal information to anyone.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any non-public personal information obtained in the course of our practice except as required or permitted by law or through your specific authorization. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. Without limiting the generality of the foregoing, and subject to applicable law, we may share client information, or information about a client, with one or more of our service providers as may be necessary in connection with our providing services to you. In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current Former Clients’ Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines or regulatory requirements. In order to guard your non-public personal information, we maintain electronic and procedural safeguards that comply with our professional standards. First, technical procedures are used in order to limit the accessibility and exposure of client information contained in electronic form. Secondly, we use confidentiality agreements with companies we hire to help us provide services to you, password-protected user access to our computer files, training of employees, and strict confidentiality policies that apply to all employees. Thirdly, we employ administrative procedures to control the number and type of employees, affiliated and non-affiliated persons, to whom customer information is accessible. As illustrated above, we realize the importance of information confidentiality and security, and emphasize practices which are aimed at achieving those goals.

Your Privacy Choices and Rights

• Your Privacy Choices and Rights as They Pertain to Your Personal Information.
• You have the right to know why we collect, use or disclose your personal information.
• You have the right to expect us to handle your information reasonably and to not use it for any other purpose other than the one to which you consented.
• You the right to know who in our company is responsible for protecting your information.
• You have the right to expect us to protect your information from unauthorized disclosure.
• You have to right to inspect the information we hold about you and make sure it is accurate, complete and current.
• You have the right to expect us to destroy your information when requested and when no longer required for the intended purpose.
• You have the right to confidentially complain to us about how it handles your information if need be.
• You may withdraw your consent at any time (subject to legal or contractual obligations and on providing us reasonable notice). Please be aware that withdrawing your consent may prevent us from providing you with requested products or services. We may occasionally use your personal information to advise you of products or services we believe may be of interest to you or fit your personal circumstances.

Data Retention

We will retain your Personal Information for the period necessary to fulfil the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law.

Changes to this Privacy Policy

We may update this Policy from time to time. We will notify you of any changes by posting the new Policy on this page. We will let you know via email and/or a prominent notice on our Service, prior to the change becoming effective and update the “effective date” at the top of this Policy. You are advised to review this Policy periodically for any changes. Changes to this Policy are effective when they are posted on this page.

Contact Information

If you have any questions, concerns or comments about our privacy policy, you may contact us at steven@corporateadvisors.ca or petriea@corporateadvisors.ca

Please contact us if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality tax and estate planning financial services are very important to us.