Commitment to Security
Privacy Policy
Learn how we protect and manage your information.
- Revised: Feb 2026
- Version: 4.01
- Reading Time: 5 Min
On This Page
Introduction
ProNexa (“we,” “us,” “our”) is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you use our website, communicate with us, or engage our services.
By using our website or services, you agree to the terms of this Privacy Policy.
Information We Collect
We may collect information such as:
A) Personal information
Name, contact information (email/phone), address, and date of birth (where required)
B) Government identifiers
Social Insurance Number (SIN) (only when necessary for tax filing and as required by law)
C) Financial and tax information
Income slips and tax documents (e.g., T4/T4A/T5), investment information, bank/credit card records, and other documents you provide to support tax filing and bookkeeping
D) Business information (if applicable)
Business details, GST/HST information, payroll details, and corporate ownership/structure information
Note on SIN: We only collect SINs when required for tax filing and related CRA processes.
How We Use Your Information
We use information for the purposes of providing professional services and operating our business, including:
Preparing and filing federal and provincial tax returns
Providing bookkeeping and financial reporting (non-assurance)
Providing advisory and consulting services (e.g., planning, KPI reporting, decision support)
Responding to your inquiries and communicating with you
Communicating with the CRA or other authorities only with your authorization and where required
Maintaining internal records for service delivery, quality control, and legal/compliance purposes
We do not provide legal advice. If you require legal advice, consult a qualified lawyer.
Consent
We obtain consent to collect, use, and disclose personal information, except where permitted or required by law. You may withdraw consent in certain circumstances; however, withdrawing consent may limit our ability to provide services or meet legal obligations (such as tax filing requirements).
Sharing and Disclosure
We do not sell personal information.
We may share personal information only when necessary, including:
With service providers and software platforms used to deliver services (e.g., bookkeeping/tax tools), under confidentiality and security obligations
With the CRA or other government authorities as required or with your authorization
Where required to comply with applicable laws, regulations, court orders, or lawful requests
Third-Party Service Providers
We may use third-party software and service providers to help deliver services (for example, bookkeeping platforms or document-sharing tools). These providers are required to protect information and use it only to provide services to us.
Security Safeguards
We use reasonable administrative, technical, and physical safeguards to protect personal information, which may include:
Access controls and “need-to-know” access restrictions
Secure storage and encryption where appropriate
Staff confidentiality practices
Periodic reviews of security practices
No method of transmission or storage is 100% secure. We work to protect your information, but we cannot guarantee absolute security.
Retention of Information
We retain information only as long as necessary to provide services and to meet legal, regulatory, and professional requirements. Retention periods may vary depending on the nature of the service and legal obligations.
Your Rights (Access and Corrections)
You may request access to personal information we hold about you and request corrections if the information is inaccurate or incomplete. To make a request, contact us using the details below.
Website Analytics and Cookies (Optional — keep if you use cookies/analytics)
Our website may use cookies or similar technologies to improve user experience and understand website usage. You can modify your browser settings to refuse cookies; however, some website features may not function properly.
Updates to This Policy
We may update this Privacy Policy from time to time. The “Revised” date will reflect the latest version. Continued use of the website or our services after updates means you accept the revised policy.
Contact
If you have questions or concerns about this Privacy Policy or your personal information, contact us:
Email: [email protected]
Phone: 647-308-1360
Have a specific concern?
Our compliance team is available for a private consultation regarding your data rights.