Last Updated: November 18, 2025
Effective Date: November 18, 2025
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Your privacy matters to us

Privacy Policy

Look, we get it - nobody really enjoys reading privacy policies. But when you're trusting us with your financial information, you deserve to know exactly how we're handling it. So we've tried to make this as straightforward as possible.

Introduction

At Glaivorenth Accounting & Financial Services, we take your privacy seriously. We're a Canadian accounting firm operating out of Toronto, and we're bound by both professional standards and Canadian privacy legislation - specifically PIPEDA (Personal Information Protection and Electronic Documents Act).

This policy explains what info we collect, why we need it, how we protect it, and what rights you've got when it comes to your data. It applies to everyone who uses our services or visits our website.

Information We Collect

Alright, let's break down what we collect and why:

Personal Identification Information

When you become a client or reach out to us, we'll typically collect:

  • Full name and any business names you operate under
  • Contact details (phone, email, mailing address)
  • Social Insurance Number (SIN) - yeah, we need this for tax filings
  • Date of birth and identification documents
  • Business numbers and GST/HST registration info if applicable
Financial Information

This is where the meat of our work comes in. We'll collect:

  • Income statements, T4s, T5s, and other tax slips
  • Bank statements and transaction records
  • Investment portfolios and RRSP contributions
  • Expense receipts and invoices
  • Payroll data if we're handling that for you
  • Corporate financial statements and business records
Technical Information

When you visit our website, we automatically collect some tech stuff:

  • IP address and browser type
  • Device information and operating system
  • Pages you visit and how long you hang around
  • Referral sources (how you found us)

How We Use Your Information

We're not in the business of collecting data for the sake of it. Here's what we actually do with your info:

Primary Service Delivery
  • Preparing your tax returns and ensuring they're filed correctly
  • Managing your bookkeeping and payroll
  • Creating financial statements and analysis reports
  • Handling GST/HST filings and remittances
  • Providing tax optimization strategies tailored to your situation
  • Representing you during CRA audits or reviews
Communication & Support
  • Responding to your questions and concerns
  • Sending you important updates about tax deadlines or regulatory changes
  • Following up on service requests or consultations
  • Scheduling appointments and meetings
Legal & Professional Obligations
  • Complying with CRA requirements and tax legislation
  • Meeting our professional standards as accountants
  • Maintaining records as required by law (usually 7 years for tax docs)
  • Responding to legal requests or court orders if they come up

Data Protection & Security

Honestly, this is where we don't mess around. Your financial data is incredibly sensitive, and we treat it accordingly.

Technical Safeguards
  • End-to-end encryption for all data transmission
  • Secure, password-protected client portals
  • Regular security audits and vulnerability assessments
  • Encrypted backup systems with redundancy
  • Firewall protection and anti-malware software
  • Multi-factor authentication for system access
Physical & Administrative Security
  • Locked filing cabinets for physical documents
  • Restricted access to our office at 2450 Victoria Park Avenue
  • Confidentiality agreements with all staff members
  • Regular training on privacy and security protocols
  • Secure shredding of documents when they're no longer needed

Real talk: No system is 100% foolproof, but we're constantly updating our security measures to stay ahead of potential threats.

Information Sharing & Disclosure

We're not gonna sell your data or hand it out like candy. Here's who might see your information:

Government Agencies

Obviously, we file your taxes with the CRA, and sometimes with provincial tax authorities. That's literally what you're paying us to do.

Professional Partners

Sometimes we work with lawyers, financial advisors, or other specialists on your behalf - but only with your permission.

Service Providers

We use secure cloud storage and accounting software providers who've signed strict confidentiality agreements.

Legal Requirements

If we're legally required to disclose information (court order, subpoena, etc.), we'll comply - but we'll let you know unless we're prohibited from doing so.

What we won't do: We'll never sell your personal information to marketers, data brokers, or anyone else. That's not our business model, and it never will be.

Cookies & Tracking Technologies

Yeah, we use cookies - the digital kind, not the delicious kind. Here's the deal:

Essential Cookies

These keep the website functioning properly. They remember things like your language preference and whether you're logged into our client portal. Can't really turn these off without breaking the site.

Analytics Cookies

We use these to understand how people use our site - which pages are popular, where folks are getting stuck, that sort of thing. It helps us improve the user experience. The data's anonymized, so we're not tracking individuals.

Managing Cookies

You can adjust your browser settings to refuse cookies if you want. Just know that some features might not work as smoothly. Most browsers let you:

  • See what cookies are stored and delete them individually
  • Block third-party cookies
  • Block cookies from specific sites
  • Block all cookies
  • Delete all cookies when you close your browser

Your Privacy Rights

Under Canadian privacy law, you've got several rights when it comes to your personal information. Here's what you can do:

You can request a copy of all the personal information we have about you. We'll provide it within 30 days, though for complex requests it might take a bit longer.

If something we've got on file is wrong or outdated, let us know and we'll fix it ASAP. This is actually super important for tax purposes, so don't hesitate to speak up.

You can ask us to delete your information, though there are limits here. We're legally required to keep tax records for 7 years after filing, so we can't delete everything immediately. But once the retention period's up, we'll purge it.

If we're processing your info based on your consent (rather than legal requirements), you can withdraw that consent anytime. Just know that it might affect our ability to provide certain services.

You can request your data in a commonly used format if you want to transfer it to another service provider. We'll provide it in PDF or CSV format, whatever works best for you.

To exercise any of these rights: Just give us a call at (416) 785-2340 or email inquiries@glaivorenth.info. We'll need to verify your identity first, but then we'll get moving on your request.

Data Retention

We don't keep your information forever - there are specific timeframes we follow:

Type of Information Retention Period Reason
Tax Returns & Supporting Docs 7 years after filing CRA requirement & potential audit support
Corporate Records 7 years after business closure Legal requirement under corporate law
Payroll Records 7 years CRA and employment standards requirements
Email Communications Duration of relationship + 2 years Professional documentation standards
Website Analytics 26 months Standard practice for analysis trends
Marketing Consent Until withdrawn Ongoing permission requirement

Once the retention period ends, we securely destroy or permanently delete the information. Physical documents get shredded, and digital files are wiped using secure deletion methods.

Third-Party Links & Services

Our website might contain links to other sites - maybe the CRA website, financial institutions, or industry resources. Here's the thing: we're not responsible for their privacy practices.

When you click away from our site, you're subject to that site's privacy policy, not ours. We recommend reading their policies too, especially if you're providing personal information.

Third-Party Software We Use

We use reputable, industry-standard software for our accounting work, including:

  • Cloud-based accounting platforms (all Canadian-hosted or with Canadian data residency)
  • Secure file-sharing services with encryption
  • CRA-certified tax software
  • Payment processing services (we don't store your credit card info directly)

All our third-party vendors are vetted for security and privacy compliance before we work with them.

Changes to This Privacy Policy

Privacy laws and best practices evolve, and so might our policy. If we make any material changes, we'll let you know by:

  • Updating the "Last Updated" date at the top of this page
  • Sending you an email if you're an active client
  • Posting a notice on our homepage for major changes

We encourage you to check this page occasionally to stay informed. If you continue using our services after changes are posted, it means you're cool with the updated policy.

Questions or Concerns?

If you've got questions about this privacy policy, want to exercise your rights, or have concerns about how we're handling your information, please reach out:

Phone

(416) 785-2340

Monday - Friday, 9am - 5pm EST
Email

inquiries@glaivorenth.info

We respond within 24 business hours
Our Office

Glaivorenth Accounting & Financial Services

2450 Victoria Park Avenue, Suite 308
Toronto, ON M2J 4A2
Canada

Filing a Complaint: If you're not satisfied with how we've addressed your privacy concern, you have the right to file a complaint with the Office of the Privacy Commissioner of Canada at 1-800-282-1376 or via their website.

Thanks for taking the time to read our privacy policy.

We know it's not the most exciting read, but your trust means everything to us. If anything here doesn't make sense or you want more details, don't hesitate to ask.