Privacy Policy

Privacy Policy

Last Updated: May 20, 2026

Keystone Chartered Professional Accountant is committed to maintaining the privacy and security of the personal information that I collect, use, and disclose in the course of providing accounting, tax, and advisory services. This Privacy Policy outlines how I manage and protect the personal information I collect from my clients, prospective clients, and website visitors, in accordance with Alberta's Personal Information Protection Act (PIPA) and Canada's Personal Information Protection and Electronic Documents Act (PIPEDA).

1. Information I Collect

When you interact with me through my website, I may collect personal information that you voluntarily provide, such as your name, email address, telephone number, and business details. I collect this information when you submit an inquiry form, request a consultation, or contact me.

2. How I Use Your Information

I use the personal information I collect to:

• Respond to your inquiries and provide you with requested information about my services;

• Establish and maintain my professional relationship with you;

• Deliver professional services to you;

• Optimize my website and its performance;

• Comply with legal and regulatory requirements.

I will not sell, rent, or trade your personal information.

3. Disclosure of Your Information

I do not disclose your personal information to third parties without your consent, except in the following circumstances:

• To service providers who assist me with my business operations (e.g., secure data hosting and processing);

• To meet legal or regulatory obligations;

• With your explicit consent.

4. Security of Your Information

I implement appropriate technical, physical, and administrative security measures to protect your personal information against loss, theft, unauthorized access, disclosure, or misuse. This includes the use of secure servers, encryption, and restricted access.

5. Retention of Your Information

I retain your personal information for as long as is necessary to fulfill the purposes for which it was collected, or to meet legal and regulatory requirements.

6. Access to Your Information

You have the right to request access to the personal information that I hold about you. If you would like to request access to or correct your personal information, please contact me using the details below.

7. Contact Information

If you have any questions about this Privacy Policy, please contact me directly.