This policy is a draft for review and approval by FinAb and a qualified privacy adviser. It has not been legally verified.

Information collected through this website

Our inquiry and consultation forms collect your name, email address, optional phone number, province or territory, requested service, client type and message. Consultation requests also include your preferred date and time. We record your consent and submission time.

Purpose and consent

Information is used to review and respond to your inquiry and discuss requested services. By submitting a form and selecting the consent checkbox, you consent to being contacted for that purpose. An inquiry does not automatically create a client engagement.

Sensitive information

Do not send SINs, tax returns, banking records or other sensitive financial documents through these forms. Appropriate document exchange arrangements must be discussed separately. This website does not provide an active client document portal.

Storage and access

Website inquiries are stored through Lovable Cloud with public access restricted. Authorized business personnel use the information to respond to requests. Service providers may process information to operate the website; provider terms and processing locations should be reviewed before this policy is finalized.

Retention and your requests

FinAb should establish retention periods appropriate to the inquiry purpose and applicable requirements. You may contact FinAb to ask about access, correction, withdrawal of consent or deletion, subject to applicable obligations.

Cookies and analytics

No optional advertising or analytics tracking has been added to this website. Essential technical services and external links may have their own privacy practices. Any future optional tracking should be reviewed and appropriate consent obtained.

Contact about privacy

Contact tax@finab.ca or call 647-979-1554 for privacy questions. FinAb should confirm its privacy contact, retention procedures and final policy before publishing.