- Financial Data: Tax slips (T4, T5, RL-1), income and expense records, investment statements, business financials, and banking details.
- Preparing and filing tax returns, financial statements, and other compliance documents with government agencies (CRA, Revenu Québec).
- To Third-Party Service Providers: To trusted partners who assist us in operating our business and servicing you (e.g., secure cloud storage providers, IT support), under strict confidentiality agreements.
- We implement robust administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
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