Privacy Policy

The Rules of Professional Conduct of The Institute of Chartered Accountants of Ontario also require that partners and staff not use confidential information for personal advantage, for the advantage of a third party or to the disadvantage of a client, former client or Blue Ocean Accounting And Tax Service, unless consent has been obtained from the client, former client or Blue Ocean Accounting And Tax Service.

Personal Information

Personal information includes any factual or subjective information, recorded or not, about an identifiable individual.

This includes information in any form, such as:

1.    Age, name, social insurance number, income;
2.    Surveys, evaluations, comments, disciplinary actions: and
3.    Employee files, credit records, loan records, medical information, existence of a dispute with a client, intentions (for example to acquire goods or services, or change jobs).

Personal information does not include the name, title, business address or telephone number of an employee of an organization.

Blue Ocean Accounting And Tax Service shall identify the purpose for which personal information is collected before collecting it.  Blue Ocean Accounting And Tax Service collects personal information only for the following reasons:

1.    To assist in the preparation of your financial statements.
2.    To prepare your taxation and other returns as required by government and for other regulatory purposes.
3.    To advise you on personal tax planning, business and succession planning, valuation and other business and personal advisory services.
4.    To understand your needs and recommend products and services accordingly.
5.    To meet legal and regulatory requirements.