Privacy Policy

Last Updated: October 6, 2026

Privacy Policy

Accofin Advisory (“Accofin,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, retain and protect personal information when you visit accofinadvisory.ca, contact us, submit an enquiry, or request a consultation.

Information We Collect

We may collect personal information that you voluntarily provide through our website or when communicating with us, including:

your first and last name;
email address;
telephone number;
business or organization name;
the service you are interested in;
information you provide about your business needs or enquiry; and
other information you choose to provide when communicating with us.

Please do not submit sensitive financial information, passwords, banking credentials, Social Insurance Numbers or similar confidential information through general website contact or consultation forms.

How We Use Personal Information

We may use personal information to:

respond to enquiries and consultation requests;
communicate with prospective and existing clients;
assess how our services may meet your business needs;
schedule consultations and meetings;
provide and administer requested services;
operate, maintain and improve our website;
understand website traffic and usage;
maintain the security and integrity of our website and systems;
comply with applicable legal, regulatory and professional requirements; and
carry out other purposes identified to you at the time of collection or as permitted by law.

We seek to collect only the personal information reasonably necessary for the identified purposes.

Cookies and Analytics

Our website may use cookies and similar technologies that are necessary for website functionality, or that help us understand how visitors use the website.

We may use third-party analytics services, including Google Analytics, to obtain information about website traffic and usage. These services may collect information through cookies or similar technologies in accordance with their own privacy practices.

Where required, you may be provided with choices regarding non-essential cookies.

Disclosure and Service Providers

We do not sell or rent personal information.

We may disclose personal information to third-party service providers where reasonably necessary to operate our website, communicate with you, schedule consultations, provide technology services or otherwise support our business operations.

These may include website hosting, email, analytics, scheduling, video-conferencing and other technology providers.

Some service providers may process or store information outside British Columbia or Canada. As a result, information may be subject to the laws of the jurisdiction in which it is processed or stored.

We may also disclose information where required or permitted by applicable law.

Retention

We retain personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected and to meet applicable legal, regulatory, contractual and legitimate business requirements.

When personal information is no longer required, we take reasonable steps to securely delete, destroy or anonymize it, as appropriate.

This reflects Canadian privacy guidance that personal information should generally be retained only as long as necessary for its identified purpose and then securely destroyed, erased or anonymized.

Safeguarding Personal Information

We use reasonable administrative, technical and organizational safeguards appropriate to the nature and sensitivity of the personal information under our control.

However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Canadian privacy guidance similarly requires safeguards appropriate to the sensitivity of the information rather than promising absolute security.

Your Privacy Rights

Subject to applicable law, you may request access to personal information we hold about you and ask us to correct inaccurate or incomplete information.

You may also contact us with questions or concerns about how we collect, use, disclose or protect your personal information.

Canadian privacy principles recognize individuals' rights to access their personal information and to challenge its accuracy and completeness, subject to applicable exceptions.

Third-Party Websites

Our website may contain links to websites or services operated by third parties. Accofin Advisory is not responsible for the privacy practices, security or content of third-party websites. We encourage you to review their privacy policies before providing personal information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our practices, website, services or legal requirements. The “Last Updated” date at the top of this page will indicate when the policy was most recently revised.