Privacy Policy

This Privacy Policy explains how Ikon Financial Group (referred to as IKON, we, us, or our) collects, uses, discloses, and protects personal information when you visit our website or engage us for accounting, tax, payroll, or advisory services. We are committed to handling your information responsibly and in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws in Canada.

Last updated: June 2026.

Information we collect

We collect personal information that you provide directly and information gathered automatically when you use our website.

Information you provide

• Contact details such as your name, email address, phone number, and business name when you submit a form, request a consultation, or book a meeting.
• Information you include in messages or documents you send to us.
• During an engagement, the financial and tax information needed to deliver our services. Depending on the work, this can include accounting records, bank and credit card statements, payroll details, social insurance numbers, business registration details, and government correspondence.

Information collected automatically

• Basic technical data such as your IP address, browser type, device information, and pages viewed, collected through cookies and analytics tools to help us understand how the site is used and to improve it.

How we use your information

We use personal information to:

• Respond to your inquiries and schedule consultations.
• Provide, manage, and improve our accounting, tax, payroll, and advisory services.
• Prepare and file returns and other documents with government authorities on your behalf.
• Communicate with you about your account, deadlines, and relevant updates.
• Meet our legal, regulatory, and professional obligations.
• Maintain the security and performance of our website.

Consent

In most cases we collect, use, and disclose your personal information with your consent. By providing information to us or engaging our services, you consent to the handling of your information as described in this policy. You may withdraw your consent at any time, subject to legal and contractual limits, by contacting us. Withdrawing consent may affect our ability to provide certain services.

How we share information

We do not sell your personal information. We share it only as needed to deliver our services and meet our obligations, including with:

• Trusted service providers that help us operate, such as cloud accounting software, secure document storage, scheduling, and email providers. These providers are bound to protect your information and use it only for the services they provide to us.
• Government and regulatory authorities, such as the Canada Revenue Agency, when filing on your behalf or when required by law.
• Professional advisors or third parties where you have asked us to do so, or where the law permits or requires it.

Some of our service providers may process or store data outside of Canada. Where that is the case, your information may be subject to the laws of the jurisdiction in which it is held.

Data security

We take reasonable administrative, technical, and physical measures to protect personal information against loss, theft, and unauthorized access. These include encryption in transit, access controls, and the use of reputable platforms, including Canadian-hosted infrastructure where practical. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

How long we keep your information

We retain personal information only as long as necessary to fulfil the purposes described in this policy and to meet legal, regulatory, and professional retention requirements. Tax and financial records are generally retained for a minimum period set by the Canada Revenue Agency, which is commonly six years from the end of the related tax year. When information is no longer needed, we take steps to securely delete or anonymize it.

Your privacy rights

Subject to applicable law, you have the right to:

• Access the personal information we hold about you.
• Request corrections to inaccurate or incomplete information.
• Withdraw consent to certain uses of your information.
• Ask questions or raise concerns about how we handle your information.

You also have the right to make a complaint to the Office of the Privacy Commissioner of Canada if you believe your information has been handled improperly.

Cookies and analytics

Our website uses cookies and similar technologies to keep the site working properly and to understand how visitors use it. Analytics tools help us measure traffic and improve the experience. You can control cookies through your browser settings, and where required we will ask for your consent before non-essential cookies are used. Disabling some cookies may affect how the site functions.

Third-party links

Our website may contain links to third-party sites and tools that we do not control. This policy does not apply to those sites, and we encourage you to review their privacy practices.

Children

Our website and services are intended for businesses and adults. We do not knowingly collect personal information from children.

Changes to this policy

We may update this policy from time to time. When we do, we will revise the date at the top of this page. Significant changes may be communicated directly where appropriate.

Contact us

To make a request or ask a question about this policy or your personal information, please reach out through our contact page or by email at hello@ikonfinancialgroup.com.