Privacy Policy
At Jason Rich & Associates, we are committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information in accordance with Canadian federal and provincial privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).
1. Collection of Information
We collect personal information necessary to provide financial consulting, tax planning, and accounting services. This may include your name, address, Social Insurance Number (SIN), financial records, income details, and business information. We collect this information directly from you or through authorized third parties with your consent.
2. Use of Information
Your information is used solely for the purposes of delivering the professional services you have requested, including tax preparation, financial strategy development, and regulatory compliance. We do not sell or rent client lists to third parties.
3. Disclosure of Information
We may disclose your information to third-party service providers (such as cloud storage or specialized tax software) who assist in our operations, or when required by law (e.g., to the Canada Revenue Agency). All third-party providers are contractually obligated to maintain the same level of privacy protection as we do.
4. Safeguarding Your Information
Jason Rich & Associates employs industry-standard security measures, including physical, organizational, and technological safeguards, to protect your data from unauthorized access, disclosure, or misuse. Our systems are monitored regularly to ensure the ongoing integrity of your information.
5. Access and Corrections
You have the right to access the personal information we hold about you and request corrections if any information is inaccurate or incomplete. To make such a request, please contact our Privacy Officer at the details provided below.
Contact Us
If you have any questions or concerns regarding this Privacy Policy or our data handling practices, please contact us at:
Jason Rich & Associates
6465 Millcreek Drive, Mississauga, ON L5N 5R3
Email: info@richassociates.ca
Phone: +1 289-384-9881