IMPOTS RAPIDES is committed to ensuring the protection and confidentiality of the personal information that you provide or that we collect when you visit our website or interact with us. In this regard, this privacy policy aims to inform you of the personal information that we collect as well as how this same information is used, communicated, and saved by us.

The Policy complies with applicable laws regarding the protection of personal information in Quebec and Canada.

1. PERSONAL INFORMATION CATEGORIES

In this Policy, “personal information” means all information about an individual that identifies that individual, directly or indirectly, that may include, but is not limited to:

• Your contact information, such as your name, surname, mailing address, email address and telephone number.
• Your financial information, such as information relating to your income, your salary, other benefits, your tax returns, including your social insurance number.
• Financial information, such as payment data.
• Service-related information, such as details of services we have provided to you.
• Identification and other background check data, such as a copy of a driver’s license, passport or utility bill, proof of beneficial ownership or source of funds information, required to comply with anti-money laundering laws and collected as part of our engagement acceptance and ongoing monitoring procedures.
• Marketing information and communication preferences.
• Data on your browser’s cookies, linked to your use of our website or portals, including your IP address, user ID, language, date and time of visit and pages viewed. For further information on this subject, please consult our Cookie Policy .
• Any other personal information about you or third parties that you provide to us.

We do not knowingly collect information from children or others under the age of 14. If you are a minor under the age of 14, please do not provide us with any personal information without the express consent of a parent or guardian. If you are a parent or guardian and you are aware that your children have provided us with personal information, please contact us.

2. COLLECTION OF PERSONAL INFORMATION

We may collect personal information directly from you when you visit our website, do business with us or interact with us.

We may also collect personal information indirectly from any source, including, but not limited to, sources specified in any agreement between you or an agent acting on your behalf and us, your current or former employer(s), financial institutions, personal information agents, employment agencies, consumer reporting agencies, credit reporting agencies, government agencies, or from your authorized representatives, such as your financial advisor, any person you may have given a reference or any other source necessary to provide our services.

3. USE OF PERSONAL INFORMATION

The personal information we collect is used only for the purposes indicated at the time of collection or any other use permitted or required by applicable laws, including:

3.1 PROVIDING SERVICES TO OUR CLIENTS

As part of the professional services we provide to our clients, we may process personal information from individuals with whom we do not have a direct relationship (contractual or otherwise). In such cases, we ask our clients to confirm that they have the authority to provide us with personal information in the context of the provision of services and that this data has been processed in accordance with applicable law.

3.2 MAINTAINING A DISTINCTIVE CLIENT EXPERIENCE

In addition to the purposes connected to our firm’s operations above, we may also use your personal information to:

• Communicate with you and keep you informed to send you an appointment confirmation, to respond to a question asked, a comment or a request for information, to respond to your quote request, to send you our newsletter if you have agreed to receive such communications, etc.
• Distribute marketing materials to individuals on our mailing lists (invitations, expert content, news, etc.). You can unsubscribe from our mailing lists at any time.
• Conduct monitoring and benchmarking of targeted marketing activities and marketing programs.
• Conduct data analysis and research including, developing and adapting our products and services, determining the suitability of our products and services.
• Manage and improve our website.
• Adapt the content of our website so that you have a personalized experience.

4. COMMUNICATION OF PERSONAL INFORMATION

We undertake not to communicate personal information for purposes other than those for which it was collected, unless you consent, or applicable laws permit or require it. We may engage third parties, including service representatives and members of our network, to process personal information for the above purposes.

4.1 COMMUNICATION TO THIRD PARTIES

We may disclose your personal information to third parties, including:

• Third party service providers who support our services or who provide services on our behalf, such as data hosting and processing, IT support, customer service, marketing and analytics, and other services. We do not authorize them to use or disclose personal information for their own commercial or other purposes.
• Members of our network who provide services for us within the framework of the professional services we provide to you.
• Professional advisors, such as law firms, tax advisors or auditors.
• Insurers.
• Regulatory bodies and other professional bodies.
• Tax authorities, securities authorities, credit rating agencies.
• Federal or provincial agencies and regulators in response to a search warrant, court order or other request or inquiry that we deem valid.
• Any person or organization, including an investigative body, to prevent, detect or suppress financial abuse, fraud, or criminal activity, to protect our assets and interests, or to manage or resolve any actual or potential losses, or in the event of violation of the law.
• Any business in the event of a corporate reorganization or other change of control of our firm.
• Any other third parties where the law requires or authorizes such disclosure.

5. RETENTION OF PERSONAL INFORMATION

We will retain your personal information for as long as it is necessary for the purposes for which it was collected, subject to legal and professional requirements relating to the retention of certain types of information.

6. CONSENT

We make sure you understand the purposes for which we use or disclose your personal information. Your consent may be express, implied, or provided by your authorized representative. By using our website or by transmitting your personal information to us, you consent to this Policy and to the collection, use, disclosure and storage of your personal information in accordance with this Policy.

Except where the law provides otherwise, you can withdraw your consent to the communication or use of the information collected by contacting us using the contact details provided in the Contact us section. In some cases, withdrawing your consent could affect the services that may be offered to you or the functionality of our website or portals.

7. SECURITY MEASURES

We follow the standards that are generally applied and recognized for this purpose, in order to ensure the protection of personal information. We maintain physical, organizational, contractual and technological security measures to protect your information against accidental or unlawful destruction, accidental loss, modification, unauthorized disclosure or access, misuse or other unlawful form of processing of personal information in our possession. We take steps to ensure that only authorized individuals who have a need to know personal information, or whose duties reasonably require knowing it, have access to it. Third parties to whom personal information is communicated must comply with the security measures we have implemented.

Despite the measures described above, no method of transmission over the Internet, nor any means of electronic storage, is completely secure. We therefore cannot guarantee the absolute security of your personal information. If you have reason to believe that your personal information has been compromised, please contact our Privacy Officer immediately using the contact details provided in the Contact us section.

8. LINKS TO THIRD PARTY WEBSITES

For your convenience, our websites may provide links to third party sites or portions of their sites. We have no control over the content or operation of these sites or the confidentiality or privacy practices of the operators of these sites. Therefore, any personal information you submit through these sites is governed by the privacy policies of the sites in question. It is therefore your responsibility to find out about their policies for protecting information that concerns you.

9. RIGHTS CONCERNING YOUR PERSONAL INFORMATION

In certain circumstances and in accordance with applicable laws, you have certain rights with respect to your personal information. Upon written request, you have the following rights in relation to your personal information:

• Access: you may be informed of the existence, use and disclosure of your personal information and you may have access to that personal information within a reasonable time. You can also request that your computerized information be communicated in the form of a written and intelligible transcript.
• Rectification: you have the right to have the personal information we hold about you amended and updated if it is incomplete, out of date or inaccurate.
• Withdraw your consent: you have the right to withdraw or modify your consent to the communication or use of your personal information at any time, subject to applicable legal and contractual restrictions.
• De-indexing: you have the right to ask us to stop disseminating your personal information and to de-index any link attached to your name which gives access to this information if this dissemination contravenes the law or a court order.

You have the right to file a complaint with the Commission d’accès à l’information, subject to the conditions provided for by applicable law.

10. UPDATE

We reserve the right to modify this Policy at any time. Any changes to the Policy will become effective when we post the revised version on our website. By continuing to interact with us after the revised version of the Policy is published, you accept the changes made. We therefore invite you to read this Policy regularly in order to remain informed of the way in which we process your personal information. The date at the bottom of the Policy indicates when it was last revised.