Wise CPA, Professional Corproation
Privacy Policy (PIPEDA)

Last updated: October 2025

Wise CPA, Professional Corporation (“Wise CPA”, “we”, “our”, “us”) respects your privacy and is committed to protecting the personal information you share with us. This policy explains how we collect, use, disclose, and safeguard personal information in compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial laws.

1) Information We Collect

• Contact Information (e.g., name, email, phone) when you inquire or book a meeting.
• Business/Financial Information that you voluntarily provide for accounting and advisory services.
• Website & Analytics Data (e.g., IP, browser, pages viewed) via cookies or analytics tools.
• Tool/Calculator Inputs processed to generate results; not stored unless explicitly submitted.

2) How We Use Personal Information

• Respond to inquiries, schedule meetings, and deliver professional services under signed engagement terms.
• Improve our website, tools, and client experience.
• Meet professional, regulatory, and legal obligations.

We do not sell, rent, or trade personal information.

3) Consent

By providing personal information through our site or by email, you consent to its collection, use, and disclosure as described here. You may withdraw consent at any time, subject to legal or contractual restrictions.

4) Retention & Protection

We retain personal information only as long as necessary for the identified purpose and to meet professional record-keeping requirements. We use appropriate safeguards (including encryption and access controls). When no longer required, information is securely destroyed or anonymized.

5) Cookies, Analytics & Third Parties

We may use cookies and analytics services (e.g., Google Analytics) to understand usage and improve our site. Third parties have their own privacy policies and practices that we do not control.

6) Your Rights

• Request access to your personal information.
• Request corrections to inaccurate or incomplete data.
• Withdraw consent to future communications.

7) Changes to This Policy

We may update this policy periodically. The latest version will be posted here with a revised “Last updated” date.

8) Contact

Wise CPA, Professional Corporation
41 Spruce Street, Tiny, Ontario, L0L1P1, Canada
info@wisecpa.ca · wisecpa.ca