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Privacy
Policy
In the course of our work, we gather personal
and confidential information from our clients. Personal
information is anything that we may have in our possession
that could be used to identify you. We believe that it
is important for you to know why we collect such information,
how it is used and disclosed, how it is stored and secured,
and how and when it is disposed.
- We use personal information when preparing
personal or corporate income or sales tax returns, compiling
financial statements, performing bookkeeping and payroll
functions and other accounting or financial services
on your behalf, or when advising you regarding the purchase
of mutual funds or other investments.
- We may use personal information in the
preparation and presentation of workshops, seminars
or keynote addresses to your organization.
- We may be required to provide information
to Canada Customs and Revenue Agency, the Ontario Ministry
of Finance or other government agencies to comply with
legal or regulatory requirements.
- We may provide information to these agencies
and departments as your representative provided you
have given us written authorization to do so.
- We may share your information with consultants,
sub contractors or outside suppliers as necessary for
the proper completion of the work we do for you. These
parties are bound by our privacy policy.
- We may provide information to your spouse
or other family member if you have given us written
authorization to do so.
- We will use information such as telephone
number, e-mail address or mailing address if we need
to contact you directly concerning the work we do for
you or concerning matters that we feel would be of interest
to you.
We take reasonable precautions to ensure
your information is stored securely, and that only authorized
personnel are allowed access to it. Your information is
maintained on file for at least seven years, as required
by Canada Customs and Revenue Agency. Your information
will be shredded or otherwise disposed of in a secure
manner when we no longer require it.
Should you have any questions about
your personal information, or wish to review it, you may
do so by contacting our Privacy Officer, Mr. Allan Loiselle,
in writing at 2 – 1830 Wharncliffe Road, S., London, Ont.,
N6L 1K1, by telephone at (519) 652-3001 or by e-mail at
allan@allanbloiselle.com
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