Privacy Policy

At SAV Advisory, we prioritize the protection of personal information. This policy outlines how we collect, use, disclose and safeguard personal information, in compliance with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA).

Commitment to Confidentiality

We adhere to professional conduct rules to ensure client and internal firm information remains confidential. Exceptions are made only when legally required or with client consent.

What We Collect

Personal information includes details such as:

  • Name, age, ID, income and ethnic origin
  • Opinions, evaluations and disciplinary actions
  • Employee records, credit and loan data, medical records, disputes and service intentions

 

Business contact information (e.g., name, title, business address) is not considered personal information. 

Collection and Use

We collect personal information to: 

  • Deliver services and maintain relationships 
  • Understand client needs and offer suitable services
  • manage internal operations
  • Comply with legal and regulatory obligations

 

We will not collect or use personal information without your consent unless permitted by law. Normally, we request written consent, but in some situations, we may accept oral consent. Your consent may also be implied through your conduct with us.

Disclosure to Third Parties

Personal information is only disclosed under these conditions: 

  • When legally required 
  • With client consent
  • When necessary to provide requested services (e.g., payroll or record storage) 
  • When third parties assist us (they are bound by our privacy policy) 
  • When the services we provide require disclosure to third parties (your consent is implied unless you instruct otherwise) 
  • When necessary to establish or collect payment 
  • If the information is already publicly available

 

We do not share personal information for marketing purposes.

Your Rights and Access

You may request access to or correction of any personal information we hold. Consent for collection, use, or disclosure can be withdrawn at time, subject to legal restrictions. 

Security and Retention

We take all reasonable precautions to ensure that your personal information is secure, including:

  • Premises security
  • Restricted access to personal information 
  • Technological safeguards such as security software and firewalls to prevent unauthorized access
  • Internal password and security policies

Complaints and Contract

If you have concerns about how we manage personal information, contact our privacy officer at [email protected]. We will address all complaints promptly.

This policy ensures the confidentiality and security of your personal information. For more information, feel free to reach out to us.

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