Legal

Privacy Policy

Effective August 2026. How we collect, use, and protect your personal information.

ALOE Accounting and Tax (“ALOE”, “we”, “us”) respects your privacy and is committed to protecting the personal information you share with us. This policy explains what we collect, how we use it, and the choices you have, consistent with applicable Canadian privacy legislation.

Information we collect

We collect information you provide directly, such as your name, email address, phone number, business details, and the contents of any message you send us through our contact form, by email, or by phone. We collect this information so we can respond to your enquiry and provide the services you request.

How we use your information

  • To respond to enquiries and provide requested services.
  • To prepare proposals and administer client engagements.
  • To meet our professional, legal, and regulatory obligations as a licensed CPA firm.
  • To improve our website and communications.

Cookies and analytics

Our website uses Google's advertising and measurement tags to understand how visitors find and use the site and to measure the performance of our advertising. These tools may set cookies in your browser. You can control or block cookies through your browser settings; doing so will not prevent you from using the site.

How we protect your information

We use appropriate administrative, technical, and physical safeguards to protect personal information against loss, theft, and unauthorized access. Client documents shared through our secure client portal are transmitted over encrypted connections.

Sharing your information

We do not sell your personal information. We share it only as needed to deliver our services (for example, with the CRA on your behalf when you engage us to do so), with service providers who support our operations under confidentiality obligations, or where required by law.

Retention

We retain personal information only as long as necessary to fulfil the purposes described here and to meet professional and legal record-keeping requirements.

Your choices and rights

You may request access to, correction of, or deletion of your personal information, subject to legal and professional limitations. To make a request or ask a question about this policy, contact us using the details below.

Contact us

ALOE Accounting and Tax
#201 - 285 Steeles Ave W, Brampton, ON L6Y 0B5
Phone: (647) 631-9700
Email: info@aloecpa.com

Changes to this policy

We may update this policy from time to time. The effective date at the top of this page indicates when it was last revised.