In the course of our work, we gather personal
information from clients and we compile confidential information.
We believe that it is important that you know how we treat
the information that we have in our records.
1. We will use personal
information when filing income tax returns and when offering
other financial services available from financial services
companies with which we have contracts.
2. We may be required to
provide information to Canada Revenue Agency, the Ontario
Ministry of Finance or other government agencies to comply
with legal or regulatory requirements.
3. We may also provide information
to these agencies as your representative if you have provided
written authorization to act on your behalf.
4. We will only provide
information on your personal tax return to a third party
(including a spouse) if you have provided us with written
authorization to provide such information or where legislation
requires that we do so.
5. We may use information
such as your telephone number, email address, 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.
6. We will retain and securely
store all information used in the preparation of personal
tax returns for a period as prescribed by legislation. Thereafter
all records shall be shredded (or otherwise disposed of)
in a secure and confidential manner.
We value the trust placed in us and if you
believe that any personal or confidential information has
been misused, please contact our privacy officer R. D. (Ron)
Van Rooyen at 369 Hamilton Road, London, ON N5Z 1R6, (519)