Privacy policy.

Effective Date: July 23, 2025

Stratagem Advisory & Tax ("we", "our", or "us") is committed to protecting your privacy and safeguarding the personal information you entrust to us. This Privacy Policy explains how we collect, use, and disclose your personal data when you interact with us, in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable privacy laws in Ontario, Canada.

1. Information We Collect

We may collect the following personal information from you:

  • Full Name

  • Email Address

  • Phone Number

This information is collected solely for the purpose of providing professional accounting, tax, and advisory services.

2. How We Collect Information

We collect personal information directly from you through:

  • Contact forms submitted on our website

  • Direct communication via email, phone, or in-person meetings

We may also collect non-identifying usage data through analytical tools to better understand website performance and visitor behavior.

3. How We Use Your Information

Your information is used to:

  • Respond to inquiries and provide accounting or tax-related services

  • Communicate with you about your account or ongoing work

  • Maintain records in accordance with professional obligations

  • Improve our website and client service experience

We do not sell, rent, or share your personal information for marketing purposes.

4. Use of Analytics Tools

We may use website analytics tools (such as Google Analytics) to collect anonymized data about user behavior, such as:

  • Device type

  • Pages visited

  • Time spent on site

This data helps us improve the performance and usability of our website. No personally identifiable information is collected through analytics.

5. Your Rights

You have the right to:

  • Request access to the personal data we hold about you

  • Correct or update your information

  • Request deletion of your personal data, subject to professional or legal retention requirements

To exercise these rights, please contact us at spencer@stratagemat.com.

6. Data Security

We implement reasonable physical, technical, and administrative safeguards to protect the personal data in our care. However, no system is entirely secure, and we cannot guarantee absolute security of your information.

7. Data Retention

We retain personal data only as long as necessary to fulfill the purposes for which it was collected or to comply with professional, legal, and regulatory obligations.

8. Third-Party Sharing

We may share information with:

  • Service providers who support our operations (e.g., cloud hosting or analytics providers), under strict confidentiality agreements

  • Regulatory bodies or authorities, if required by law or professional standards

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in laws or our practices. Any updates will be posted on this page with a revised "Effective Date."

10. Contact Us

If you have questions or concerns about this Privacy Policy or how your personal information is handled, please contact:

Spencer
Stratagem Advisory & Tax
Email: spencer@stratagemat.com
Location: Ontario, Canada