Sommaire
1. Introduction
Harvey Financial Services (“HFS”, “we”, “us”, “our”) is committed to protecting the confidentiality of its clients’ personal information, whether non-profit organizations (NPOs) or small and medium-sized enterprises (SMEs).
This policy describes the types of information we collect, as well as how we use, share, and protect it. Our practices comply with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA) and British Columbia’s Personal Information Protection Act (PIPA).
2. Information we collect
We collect only the information necessary to provide our services and operate our website. This information may include:
- Identification Information: Name, email address, phone number, mailing address, and the name of your organization.
- Financial Information: Accounting, tax, and operational data that you share with us as part of our engagements.
- Technical Data: IP address, browser type, pages visited, length of visit, and cookies placed during your visit to our website.
3. How we use your information
The information collected is used to:
- Provide and bill for our accounting, tax, and bookkeeping services.
- Communicate with you regarding your files and respond to your inquiries.
- Comply with legal and regulatory obligations (notably with the Canada Revenue Agency).
- Improve performance and content across our website.
- Send relevant professional communications, with your consent.
4. Sharing your information
We never sell or rent your personal information. However, we may share it with:
- Subcontractors and service providers (e.g., secure cloud platforms) contractually bound to confidentiality.
- Government authorities when required by law.
- External auditors when you explicitly authorize us to do so.
5. Security
We implement reasonable technical and organizational measures to protect your information against loss, unauthorized access, disclosure, or destruction.
These measures notably include restricted access for authorized personnel, encryption of sensitive communications, regular backups stored securely, and ongoing privacy training for our team.
6. Retention of information
Your information is retained for as long as necessary to provide the requested services and comply with applicable legal and tax requirements. Accounting records are generally retained for a minimum period of seven (7) years, in accordance with Canada Revenue Agency requirements.
Beyond this period, information is securely destroyed or anonymized.
7. Cookies and similar technologies
Our website uses cookies to ensure proper operation and measure usage. We distinguish between two main categories:
- Essential Cookies: Necessary for the proper functioning of the website (navigation, security).
- Analytical Cookies: Collect anonymous statistics on website traffic.
You can configure your browser to block or delete these cookies. Please note that doing so may affect certain features of the site.
8. Your rights
In accordance with applicable laws, you have the right to:
- Access the personal information we hold about you.
- Request the correction of inaccurate or incomplete information.
- Withdraw your consent at any time, subject to applicable legal requirements.
- File a complaint with the Office of the Privacy Commissioner of Canada or the Office of the Information & Privacy Commissioner for BC.
9. Changes to this policy
We may update this policy at any time to reflect changes in our practices or legal requirements. The date of the latest update is indicated at the top of this page. We encourage you to review it regularly.
10. Contact us
For any questions regarding this policy or to exercise your rights, you can contact us:
- By email: info@harveyfinancialservices.com
- By mail: Harvey Financial Services, 430-2030 Marine Drive, North Vancouver, BC V7P 1V7