This Privacy Policy describes how we collect, use, disclose, and protect personal information in the course of operating our website and providing professional services.

We are committed to protecting personal information and handling it in accordance with applicable privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

By using our website or engaging our services, you consent to the practices described in this Privacy Policy.

1. Scope

This Privacy Policy applies to:

• Visitors to our website

• Individuals who contact us or inquire about our services

• Clients, prospective clients, and their representatives

• Individuals whose personal information may be provided to us in the course of an engagement

This Privacy Policy does not apply to third-party websites or services linked from our website.

2. Personal Information We Collect

“Personal information” means information about an identifiable individual.

We may collect personal information including, but not limited to:

• Name, title, employer, and professional contact details

• Email address, phone number, and mailing address

• Information provided through contact forms, email correspondence, or meetings

• Information provided in connection with an engagement or inquiry

• Website usage information (such as IP address, browser type, and pages accessed)

We do not knowingly collect personal information from children.

3. How We Collect Personal Information

We collect personal information:

• Directly from individuals when they contact us or engage our services

• From clients or authorized representatives in the course of providing services

• Automatically through website technologies (such as cookies or similar tools)

• From publicly available sources, where permitted by law

4. Purpose of Collection and Use

We collect, use, and retain personal information for purposes including:

• Responding to inquiries and communications

• Providing and managing professional services

• Client onboarding, due diligence, and compliance

• Business development and relationship management

• Website operation, security, and improvement

• Compliance with legal, regulatory, and professional obligations

We do not use personal information for purposes unrelated to our business activities.

5. Consent

By providing personal information to us, you consent to its collection, use, and disclosure as described in this Privacy Policy, subject to legal requirements.

Consent may be withdrawn at any time, subject to legal, contractual, or regulatory restrictions and reasonable notice.

6. Disclosure of Personal Information

We do not sell personal information.

We may disclose personal information:

• To employees, contractors, or advisors who require it to perform services

• To service providers who support our operations (e.g., IT, hosting, analytics), subject to confidentiality obligations

• Where required or permitted by law, regulation, court order, or lawful authority

• With consent or as otherwise authorized by the individual

Some service providers may be located outside Canada. In such cases, personal information may be subject to the laws of the jurisdiction in which it is processed.

7. Confidentiality and Safeguards

We maintain administrative, technical, and physical safeguards appropriate to the sensitivity of the personal information we hold, designed to protect against:

• Unauthorized access

• Disclosure

• Loss

• Misuse

• Alteration

Access to personal information is restricted to those who require it for legitimate business purposes.

8. Retention

We retain personal information only for as long as necessary to:

• Fulfill the purposes for which it was collected

• Meet legal, regulatory, or professional obligations

Information that is no longer required is securely destroyed or anonymized.

9. Accuracy

We take reasonable steps to ensure that personal information is accurate, complete, and up to date for the purposes for which it is used.

Individuals are encouraged to notify us of any changes or corrections.

10. Access and Correction

Subject to applicable law, individuals may request:

• Access to their personal information

• Correction of inaccurate or incomplete information

Requests must be made in writing and may be subject to identity verification and lawful exceptions.

11. Website Technologies

Our website may use cookies or similar technologies to:

• Improve functionality and performance

• Understand website usage

• Enhance security

You may adjust your browser settings to refuse cookies, although some website features may not function properly as a result.

12. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. Users should review the privacy policies of any third-party sites they visit.

13. International Transfers

Given the international nature of our work, personal information may be accessed or processed outside Canada. In such cases, we take reasonable steps to ensure appropriate protections are in place, consistent with applicable law.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website. Continued use of our website or services constitutes acceptance of the updated Privacy Policy.

15. Contact

Questions, concerns, or requests regarding this Privacy Policy or our handling of personal information may be directed to us through our website.