Privacy and Confidentiality

Glenn Cowan, Chartered Professional Accountant is committed to protecting your privacy and confidentiality. The personal and business information which is volunteered to us is used to conduct various engagements for our clients. As professionals, we adhere to governing standards which have always, and will continue to ensure the personal and business information provided to us will remain private and confidential.

 

We collect and use the personal and business information volunteered by our clients to provide various services. For example, we use the information to:

 

1. Provide accounting services, bookkeeping and financial statement    presentation     

2. Corporate taxation preparation and tax planning

3. Personal tax preparation and financial planning

4. Estate and succession planning

5. Business valuations, sales and acquisitions

6. Financing proposals

7. Business insurance claims

8. Computer consulting and training

9. Employment compensation

 

If you have provided third party personal information necessary for completing any engagement, we pledge to keep this information private and confidential in the same manner.

 

We will not collect, use or disclose personal or business information without appropriate voluntary consent, either verbally or in writing. By providing us with consent, you are allowing us to use the information, as needed, to complete the terms of any engagement we have with you. If we would like to use the information collected in a fashion other than what was stated at the time of collection, we will request consent for such use.

We will limit our collection of information to that which we believe is relevant to providing these services to you.

 

At any time, you may withdraw or refuse consent to the collection, use and disclosure of your personal information and we will inform you of the implications of such withdrawal or refusal.

 

Since we are required to retain information for governmental and professional purposes, your information will be held for as long as it is determined to be necessary. While your information is with us, we will protect it against loss or theft, as well as unauthorized access, disclosure, copying, use or modification.

 

Our website, www.glenncowan.ca, receives very little personal information. The information received is used to allow us to respond to a visitors request for additional information and to allow the submission of resumes. We will only use this information as it pertains to fulfilling your request. In providing client services, information may be sent via e-mail over the internet. Although we use current technology to protect information sent over the internet, we would caution that no electronic transmission is guaranteed to be completely secure.

 

Upon request, we will provide you the details of your personal or business information for your review. If changes are required, please inform us immediately so we can ensure the information is up to date and accurate.

 

All of our professional staff is committed to maintaining your personal and business information in a private and confidential manner. We are accountable for all personal and business information under our control.

 

If you have and questions about our policies and procedures regarding privacy, please contact Glenn Cowan.