Contact Us: (306) 722-3884

Privacy Policy for Wheatland Account Services

Privacy Policy for Wheatland Account Services

Wheatland Account Services (“WAS”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services. By accessing our website, you agree to the terms of this Privacy Policy.

We adhere to the Personal Information Protection and Electronic Documents Act (PIPEDA) enacted by the Canadian government.

You have the right to control how WAS uses your personal information. WAS has a Privacy Officer to ensure we adhere to your requests. At the end of this Privacy Policy, you’ll find contact information for our Privacy Officer.

Personal Information We Collect

Basic Personal Information

We may collect the following basic personal information:

  • Your name
  • Your address
  • Your telephone number
  • Your email address
  • Your age and gender

Substantive Personal Information

For clients using our tax and accounting services, we collect:

  • Your social insurance number (for individuals) or business numbers (for businesses)
  • Your complete personal and/or business financial history
  • All tax-related information, including past tax returns
  • Medical information (if relevant for tax or estate planning purposes)

Purpose of Data Collection

We collect and use your information for the following purposes:

  • Service Delivery: To provide tax, accounting, and consulting services.
  • Communication: To respond to your inquiries, send important updates, and provide information about services that may interest you.
  • Legal Compliance: To fulfill legal obligations and respond to lawful requests, such as those from regulatory agencies.

We may use this information in our postal and email mailing lists to:

  • Describe our services
  • Inform you of offers and benefits
  • Invite you to use our services (if you’re not already a client)

Email communications for marketing will always include sender identification and an “Unsubscribe” option.

Aggregated Information

We may also collect anonymous/aggregated information through:

  • Browser information
  • Cookies
  • “Clickstream” data

Consent for Collection and Use of Personal Information

By providing basic personal information when contacting WAS, you consent to its collection and use as described above.

For substantive financial information, we obtain your consent when you become a client of WAS and sign our service agreement. This consent applies to subsequent information you provide.

Control of Your Information

You can instruct us not to use your personal information. See the “Contact Us” section below to learn how to provide these instructions.

If you withdraw consent, WAS may not be able to provide further services, as we require this information for accurate service provision.

Third-Party Websites

Our website may include links to third-party websites with different privacy practices. Our privacy policy doesn’t apply to these sites.

Sharing and Disclosure of Information

We never sell or rent your personal information to third parties.

We may share your information in specific circumstances:

  • Third-Party Service Providers: Trusted partners may assist with our operations, such as secure data storage or IT services. They are contractually obligated to protect your information and use it only for service provision.
  • Legal Requirements: We may disclose your information to comply with applicable laws, regulations, or legal processes, including governmental or court requests.

If you authorize us to communicate on your behalf with government bodies, we may disclose personal information to them, but only with your written consent and as part of your accounting and tax services agreement.

Data Security Measures

We prioritize the security of your data. We use a range of physical, electronic, and administrative measures to protect personal information from unauthorized access, alteration, or destruction. While we strive to protect your information, no method of data transmission over the internet or data storage is 100% secure. We implement robust security measures to protect your personal information:

  • Encryption of sensitive data
  • Regular security audits
  • Employee training on data protection
  • Restricted access to personal information

Data Retention and Deletion

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy or as required by law. You may request deletion of your data by contacting our Privacy Officer.

Accessing and Updating Your Information

You have the right to access and update your personal information. To do so, please contact our Privacy Officer using the information provided in the “Contact Us” section.

Children’s Privacy

WAS recognizes that we may indirectly collect or process personal information of minors when providing tax and accounting services to families. We take additional precautions to protect the privacy of children under the age of 18:

  1. We do not knowingly collect personal information directly from children under 18 without parental consent.
  2. When providing services to families, we may collect information about minor children (such as names, birthdates, and social insurance numbers) as part of the family’s tax or financial records. This information is provided by the parents or legal guardians.
  3. We treat any information related to minors with extra care and confidentiality.
  4. Parents or legal guardians have the right to review, update, or request deletion of their children’s personal information that we may have collected as part of our services.
  5. We do not use children’s personal information for any marketing purposes.
  6. If we become aware that we have inadvertently collected personal information from a minor without parental consent, we will promptly delete it from our records.

If you have any questions or concerns about the handling of your child’s personal information, please contact our Privacy Officer using the information provided in the “Contact Us” section.

Breach Notification Procedures

In the event of a data breach that compromises your personal information, we will notify you and the relevant authorities as required by law, typically within 72 hours of becoming aware of the breach.

Amendments to this Privacy Policy

We reserve the right to change this privacy policy at any time. The current policy on our website will govern.

Contact Us

You may contact the WAS Privacy Officer at any time:

 

Attention: Privacy Officer

Box 123 Fillmore, SK

S0G 1N0

Phone: (306) 722-3884

Fax: (306) 722-3560