Privacy Policy

Effective Date: May 7 2025

1. Commitment to Privacy

Outsourced Finance Professional Corporation recognizes the importance of maintaining the privacy, security, and accuracy of the personal information of our clients. We are fully committed to protecting your personal data from unauthorized use or disclosure. This Privacy Policy outlines how we collect, use, disclose, and safeguard personal information, and is designed in accordance with applicable Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

2. Confidentiality and Professional Responsibility

We hold all information concerning the business and affairs of our clients in strict confidence. This commitment to confidentiality is integral to our professional relationship and reflects the standards of trust expected in financial and accounting services.

3. Personal Information We Collect

“Personal Information” refers to any information that can be used to identify an individual. The types of personal information we may collect include, but are not limited to:

• Name, address, phone number, and email address
• Business or employer name and contact information
• Financial details, including income, expenses, assets, and liabilities
• Credit, billing, and payment information
• Tax-related data (e.g., T1, T4, T5)
• Employment and compensation information
• Other information relevant to the services we provide

4. Why We Collect Personal Information

Outsourced Finance collects personal information for the following purposes:

• To assess whether we can enter into a business relationship with you
• To provide accounting, bookkeeping, tax preparation, and financial advisory services
• To meet legal and regulatory requirements
• To communicate with you regarding our services
• To manage and maintain our relationship with you
• To ensure accuracy and currency of our records

We will seek your express or implied consent before collecting, using, or disclosing your personal information, except where otherwise permitted or required by law.

5. Collection from Third Parties

In the course of delivering services, we may collect information from third parties such as the Canada Revenue Agency (CRA), government registries, or other professional service providers with whom you have had a relationship. We do so only when necessary and with your authorization or where legally permitted.

6. Limiting Use, Disclosure, and Retention

We use your personal information only for the purposes for which it was collected or as required by law. Personal information will not be disclosed to third parties unless:

• You have provided explicit consent;
• It is necessary for a third party to assist in delivering our services (and they are bound by confidentiality obligations);
• Required by law, such as in response to a subpoena or government request.

We retain personal information only for as long as necessary to fulfill the purposes outlined above, or as required by professional and legal standards. When information is no longer required, we securely dispose of or anonymize it.

7. Security of Your Information

We implement appropriate physical, technical, and administrative safeguards to protect your personal information from loss, unauthorized access, misuse, or disclosure. These measures include secure file storage, password-protected systems, data encryption, and restricted access to sensitive data.

Although we take all reasonable steps to protect your information, no method of transmission or storage is completely secure. Communications via email or over the Internet may be subject to interception, misrouting, or misuse.

8. Your Access and Accuracy Rights

You may request access to your personal information at any time by contacting our Privacy Officer. We will make every reasonable effort to ensure that your information is accurate and complete. If you identify any inaccuracies, we will promptly make the appropriate corrections. In certain cases, access may be restricted to protect the privacy rights of others or due to legal limitations.

9. Business Development and Marketing

From time to time, Outsourced Finance may send you updates, newsletters, or information about our services. We will only send you such communications with your consent. You may unsubscribe at any time by contacting us at unsubscribe@outsourcedfinance.ca.

10. Our Website and Online Privacy

Our website, https://outsourcedfinance.ca, only collects personal information that you voluntarily provide. We do not automatically collect personally identifiable information through electronic means such as cookies, unless explicitly stated and consented to. Any information provided through online forms or inquiries will be used solely to respond to your request and manage our business relationship.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal obligations. The updated policy will be posted on our website, and we encourage you to review it periodically.

12. Contacting Us

If you have questions or concerns about this Privacy Policy, our handling of your personal information, or wish to exercise your privacy rights, please contact our Privacy Officer:

Privacy Officer
Outsourced Finance
Email: privacyofficer@outsourcedfinance.ca

By using our website or engaging our services, you consent to the collection, use, and disclosure of your personal information in accordance with this Privacy Policy.