Who we are
https://finvawealth.ca.
Privacy Policy
At Finva Wealth, your privacy and the security of your information are important to us. This Privacy Policy explains how we collect, use, protect, and handle your personal information when you use our website or engage our tax filing and bookkeeping services.
Information We Collect
Depending on the services you request, we may collect information such as:
- Name and contact information
- Identification and account information
- Tax-related information and documents
- Financial and bookkeeping records
- Business information
- Information you provide through our website, forms, emails, or consultations
We only collect information that is reasonably necessary to provide our services and operate our business.
How We Use Your Information
We may use your information to:
- Prepare and file tax returns
- Provide bookkeeping services
- Communicate with you about our services
- Respond to inquiries and requests
- Maintain accurate business records
- Meet legal, regulatory, and professional obligations
- Improve our services and client experience
We do not sell or rent your personal information.
Protecting Your Information
Finva Wealth takes reasonable administrative, technical, and physical safeguards to protect your personal and financial information against unauthorized access, use, disclosure, loss, or misuse.
However, no method of electronic transmission or storage can be guaranteed to be completely secure.
Sharing Your Information
We may share information only when reasonably necessary to provide our services, comply with legal or professional obligations, or with your consent.
For example, information may be shared with authorized service providers, tax authorities, financial institutions, or other parties when required to complete a service you have requested or where legally permitted or required.
Your Consent
By providing personal information to Finva Wealth, you consent to its collection, use, and disclosure for the purposes described in this Privacy Policy, subject to applicable privacy laws.
Where required, we will obtain additional consent before using your information for other purposes.
Accessing or Correcting Your Information
You may request access to the personal information we hold about you and ask that inaccurate or incomplete information be corrected, subject to applicable legal requirements.
Retention of Information
We retain personal and financial information only for as long as reasonably necessary to provide our services, maintain appropriate business records, and meet applicable legal, tax, accounting, and professional requirements.
Website & Cookies
Our website may use cookies or similar technologies to improve functionality, understand website usage, and enhance your experience. You can adjust your browser settings to manage cookies; however, disabling certain cookies may affect website functionality.
Third-Party Websites
Our website may contain links to third-party websites or services. Finva Wealth is not responsible for the privacy practices, content, or security of those third-party websites. We encourage you to review their privacy policies before providing personal information.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our services, business practices, or applicable requirements. The updated version will be posted on our website with the revised effective date.
Contact Us
If you have questions about this Privacy Policy or how your personal information is handled, please contact:
Finva Wealth
Email: [email protected]
Phone: 403 714 8816
Website: www.finvawealth.ca