PRIVACY CODE FREQUENTLY ASKED QUESTIONS
Why does JOHNSTON, JOHNSTON & ASSOC. collect personal information about its clients?
JOHNSTON, JOHNSTON & ASSOC. collects personal information for the following purposes only:
We collect personal information about our individual clients for the purposes of providing professional advice and services to them. Usually the scope of advice and service is set out in detail in a formal engagement letter with the client.
As part of our client services these purposes include evaluating, monitoring and assessing the tax and accounting requirements of our clients, recommending changes to asset structures, recommending changes to liability provisions and risk management and strategy consultations for items such as tax disputes.
We also collect information about individual shareholders, employees and directors of organization in the course of providing services to our clients. This information is collected as necessary to properly evaluate and plan the structure and activities of these organizations as mandated by our engagement with them. This information is not utilized to review or analyze the personal financial affairs of any of these individuals, unless that is the subject of a separate engagement.
If an individual also is involved in organizations for which we are separately retained to provide services, we will use their personal information for the purpose of coordinating the collective financial affairs of the individual and these organizations, as well as verifying the accuracy and consistency of information relevant to both engagements.
If instructed by you, we will add individual client names and contact details to our client database, in order to allow us to send them materials relating to our general services. If a client prefers that we do not send this type of material they can let us know in writing and their contact details will then not be utilized in this fashion.
Who is responsible for JOHNSTON, JOHNSTON & ASSOC.’s personal information management practices?
How does JOHNSTON, JOHNSTON & ASSOC. protect my personal information?
JOHNSTON, JOHNSTON & ASSOC. protects your personal information against such risks as loss or theft, unauthorized access, disclosure, copying, use, modification or destruction, through appropriate security measures, regardless of the format in which it is held. JOHNSTON, JOHNSTON & ASSOC.’s employees follow procedures to protect and safeguard your personal information.
As a JOHNSTON, JOHNSTON & ASSOC. client, can I place restrictions on the collection, use and disclosure of my personal information?
Yes. You may refuse or withdraw your consent at any time. Please see The JOHNSTON, JOHNSTON & ASSOC. Privacy Protection Pledge for details.
How can I best understand how JOHNSTON, JOHNSTON & ASSOC. deals with the collection, use and disclosure of my personal information?
The JOHNSTON, JOHNSTON & ASSOC. Privacy Protection Pledge sets out our commitment to protecting your privacy. More detailed information can be found in The JOHNSTON, JOHNSTON & ASSOC. Privacy Code.
How is personal information defined under the Personal Information Protection and Electronic Documents Act ( Canada)?
Personal information is defined as any information about an identifiable individual, but does not include the name, title, business address or telephone number of an employee of an organization.
Why has JOHNSTON, JOHNSTON & ASSOC. made available The JOHNSTON, JOHNSTON & ASSOC. Privacy Protection Pledge?
JOHNSTON, JOHNSTON & ASSOC. wants you to understand the purposes for which we collect, use and disclose personal information about our clients. Furthermore, we want to be sure that we have your consent to continue to collect, use and disclose your personal information for those purposes outlined in The JOHNSTON, JOHNSTON & ASSOC. Privacy Protection Pledge. Finally, we have also developed The JOHNSTON, JOHNSTON & ASSOC. Privacy Code to more fully explain our personal information management practices and to respect the Personal Information Protection and Electronic Documents Act ( Canada).