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Privacy Policy

CGC CPA Professional Corporation
Effective Date: July 2026
Last Updated: July 2026

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CGC CPA Professional Corporation ("CGC CPA", "we", "our", or "us") is committed to protecting the privacy, confidentiality, and security of the personal information entrusted to us. As Chartered Professional Accountants, we recognize that our clients place significant trust in us when providing sensitive financial and personal information.

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This Privacy Policy explains how we collect, use, disclose, retain, and protect your personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

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Information We Collect

Depending on the professional services we provide, we may collect:

  • Name

  • Home and business address

  • Telephone numbers

  • Email addresses

  • Date of birth

  • Social Insurance Number (SIN)

  • Business Number (BN)

  • Banking information

  • Employment information

  • Income tax information

  • Financial statements

  • Payroll information

  • Investment information

  • Corporate records

  • Trust information

  • Information contained in documents you provide to us

  • Information submitted through our website or secure client portal

We collect only the personal information reasonably necessary to provide professional accounting, assurance, tax, bookkeeping, payroll, advisory, and related services.

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How We Use Your Information

We may use your personal information to:

  • Prepare personal and corporate income tax returns

  • Prepare financial statements

  • Provide bookkeeping and payroll services

  • Provide tax planning and business advisory services

  • Communicate with you regarding our services

  • Schedule appointments

  • Respond to inquiries

  • Verify your identity

  • Provide secure client portal access and document exchange

  • Comply with professional, regulatory, legal, and anti-money laundering obligations, where applicable

  • Maintain our client records

 

Professional Confidentiality

As Chartered Professional Accountants, we are bound by professional standards and ethical obligations to maintain the confidentiality of client information. We do not disclose confidential information except where authorized by the client, required by law, or permitted under applicable professional standards.

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Electronic Communications

We may communicate with clients through a variety of channels, including:

  • Telephone

  • Email

  • Microsoft Teams

  • Secure client portals

  • Electronic document signing platforms

  • SMS (text messaging), where consent has been provided

While we use commercially reasonable safeguards to protect electronic communications, no method of transmission over the Internet or by electronic means can be guaranteed to be completely secure.

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SMS Communications

If you choose to receive text messages from CGC CPA Professional Corporation, we may send SMS messages relating to:

  • Appointment reminders

  • Requests for tax and accounting documents

  • Payroll notifications

  • Tax filing updates

  • Responses to your inquiries

  • Administrative communications

  • Engagement-related reminders

We do not use SMS for advertising or promotional marketing.

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Message frequency varies depending on your engagement with our firm. Message and data rates may apply.

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You may withdraw your consent at any time by replying STOP. Reply HELP for assistance.

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CGC CPA Professional Corporation does not sell, rent, share, or disclose mobile phone numbers, SMS opt-in information, or SMS consent with third parties or affiliates for marketing or promotional purposes. SMS consent is used solely to communicate with clients regarding the professional services they have requested. Text messaging originator opt-in data and consent will not be shared with any third parties except as necessary to deliver SMS services or as required by law.

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Consent

By engaging our services, you consent to our collection, use, and disclosure of your personal information as described in this Privacy Policy.

Where required by law, including for SMS communications, we will obtain your express consent before sending text messages.

You may withdraw your consent at any time, subject to legal, contractual, regulatory, or professional obligations.

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Sharing Your Information

We do not sell, rent, or disclose your personal information to third parties for marketing purposes.

We may disclose personal information only:

  • with your authorization;

  • where required or permitted by law;

  • to the Canada Revenue Agency or other governmental authorities where authorized or required;

  • to trusted third-party service providers who assist us in delivering professional services, including secure cloud hosting, Microsoft 365, tax preparation software, electronic filing providers, document management systems, payroll platforms, and electronic signature providers;

  • to comply with applicable professional standards and regulatory requirements.

All third-party service providers are expected to maintain appropriate safeguards to protect your personal information.

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Information Security

We maintain administrative, physical, and technical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.

These safeguards include, where appropriate:

  • Multi-factor authentication

  • Password protection

  • Encryption

  • Secure cloud storage

  • Restricted staff access

  • Secure disposal of confidential records

 

Document Retention

Client records are retained only as long as necessary to fulfill the purposes for which they were collected and to comply with applicable legal, regulatory, and professional record retention requirements.

Following the applicable retention period, records may be securely destroyed.

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Your Rights

You may request access to your personal information or request correction of inaccurate information by contacting us.

Certain legal, regulatory, or professional obligations may limit the information that can be disclosed.

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Cookies

Our website may use cookies or similar technologies to improve website performance and enhance your browsing experience.

You may disable cookies within your web browser; however, portions of our website may not function as intended.

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Changes to this Privacy Policy

We may update this Privacy Policy from time to time.

The most current version will always be posted on our website.

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Contact Us

CGC CPA Professional Corporation

Phone: (905) 264-2730

Email: [email protected]

Website: https://www.cgc-cpa.ca

Office Address: 37-111 Zenway Blvd, Woodbridge, ON, L4H 3H9

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