Privacy & Data Protection

Your Data is Protected Under PIPEDA

We take your privacy seriously and operate under Canadian federal privacy legislation.

Paradigm Financial Services is committed to protecting your personal information. Our services are hosted on Canadian servers, ensuring that all your data remains within Canadian borders and is protected under the Personal Information Protection and Electronic Documents Act (PIPEDA).

PIPEDA Compliant

Canadian Servers

Data residency in Canada

PIPEDA Compliant

Federal privacy legislation

Ontario Laws

Provincial compliance

What is PIPEDA?

The Personal Information Protection and Electronic Documents Act (PIPEDA) is Canada's federal privacy law that governs how private-sector organizations collect, use, and disclose personal information in the course of commercial activities.

PIPEDA sets out ground rules for how organizations must handle personal information in a manner that recognizes both the right of individuals to privacy and the need of organizations to collect, use, or disclose personal information for reasonable purposes.

Learn More: Visit the Office of the Privacy Commissioner of Canada for detailed information about PIPEDA.

Canadian Hosting & Data Sovereignty

Our hosting infrastructure operates under the jurisdiction of Canadian law, specifically PIPEDA. By choosing Canadian hosting, we ensure your data remains protected under Canadian privacy laws.

Key Benefits:

Data Sovereignty

Your data stays on Canadian servers and never crosses international borders, maintaining full compliance with Canadian data residency requirements.

Protection of Information

We use appropriate safeguards including encryption, secure servers, and access controls to protect against unauthorized access, disclosure, or use.

Consent & Transparency

We obtain consent when collecting personal information and maintain transparency about why information is collected and how it will be used.

Individual Rights

You have the right to access personal information we hold about you and request corrections if information is inaccurate.

PIPEDA Requirements We Follow

As a financial services organization subject to PIPEDA, we adhere to strict requirements for handling your personal information:

We are responsible for all personal information under our control, including information transferred to third-party service providers. We maintain policies and procedures to protect your information and to respond to privacy inquiries and complaints.

We only collect personal information necessary to provide our financial services. Information is not kept indefinitely and is disposed of securely when no longer needed for legal or business purposes.

We maintain accurate, complete, and up-to-date personal information. You can access your information through your secure client portal and request corrections at any time.

Personal information is protected by security safeguards appropriate to the sensitivity of the information, including physical, organizational, and technological measures such as encryption, secure facilities, and access controls.

We make information about our policies and practices relating to personal information readily available. This page documents our approach to privacy and data protection.

Information We Collect

To provide our financial services, we collect personal information that you provide to us, including:

  • Name, contact information (email, phone, address)
  • Social Insurance Number (SIN) for tax preparation services
  • Financial documents and records
  • Business information for corporate clients
  • Information necessary for estate planning and other specialized services

We only collect information necessary to provide the services you request and to fulfill legal requirements (such as tax filing obligations).

How We Use Your Information

We use your personal information for the following purposes:

  • Providing financial services including tax preparation, bookkeeping, and estate planning
  • Communicating with you about your account and our services
  • Processing documents and scheduling appointments
  • Complying with legal and regulatory requirements
  • Improving our services and developing new offerings
  • Sending newsletters and updates (only if you have opted in)

Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share information with:

  • Government agencies: When required by law (e.g., CRA for tax filings)
  • Service providers: Trusted partners who assist in operating our platform (e.g., Canadian hosting providers) who agree to keep information confidential
  • Professional advisors: In limited circumstances where necessary to provide our services (e.g., legal counsel, accountants)

All third-party service providers are bound by confidentiality agreements and must comply with PIPEDA requirements.

Your Privacy Rights

Under PIPEDA, you have the right to:

Access Your Information

Request access to the personal information we hold about you through your client portal or by contacting us.

Correct Your Information

Request corrections if you believe your personal information is inaccurate or incomplete.

Withdraw Consent

Withdraw consent for certain uses of your information, subject to legal and contractual restrictions.

File a Complaint

Lodge a complaint with us or the Privacy Commissioner of Canada if you have concerns about how we handle your information.

Security Measures

We protect your information using:

  • Encryption: All data transmitted between your browser and our servers is encrypted using SSL/TLS
  • Secure servers: Data is stored on Canadian servers with enterprise-grade security
  • Access controls: Limited access to personal information based on job requirements
  • Regular backups: Automated backups to prevent data loss
  • Security monitoring: Continuous monitoring for potential security threats
  • Staff training: All staff receive privacy and security training

Cookies & Tracking

Our website uses cookies to enhance your browsing experience and provide personalized functionality. Cookies are small text files stored on your device that help us recognize your preferences and improve our services.

Types of Cookies We Use:

Essential Cookies

Required for the website to function properly, including login sessions and security features.

Preference Cookies

Remember your settings and preferences for a more personalized experience.

You can control or disable cookies through your browser settings. However, disabling certain cookies may affect the functionality of our website, particularly the secure client portal. Most browsers allow you to refuse cookies or delete cookies already stored on your device.

Questions About Privacy or PIPEDA?

If you have questions about this privacy policy, your personal information, or wish to exercise your rights under PIPEDA, please contact us:

Last updated: June 20, 2026