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| Contact Us |
50 Marmion Avenue
North York Ontario M5M 1Y1
Tel. 416-427-6166
Email. George Ourumis |
| [February 10th 2010] |
| Coming soon... |
| [May 22nd 2010] |
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George Ourumis, Chartered Accountant
PRIVACY POLICY
Effective January 1, 2010
At George Ourumis, Chartered Accountant (“George Ourumis CA"), we are committed
to protecting the privacy and confidentiality of the personal
information of our clients (individually, the “Client” and
collectively, the “Clients”.)
We have a professional obligation to maintain in confidence
information we receive within a client relationship. The purpose
of this Privacy Policy is to advise you as to why we ask for
personal information, how we use it, what safeguards we employ,
and how to contact us with privacy-related questions.
What Is Personal Information?
In this Privacy Policy, “Personal Information” means information
that specifically identifies a Client as an individual and is
provided to, or collected by, George Ourumis CA and its staff. Personal
Information however, does not include your name, business title
or business contact information in your capacity as an employee.
Why George Ourumis CA Collects Personal Information
George Ourumis CA collects and uses Personal Information for the following purposes:
* Providing professional services and products to the Client;
* Advising Clients of the professional services provided by George Ourumis CA, as well as, ongoing developments in accounting and taxation.
* Administration, billing, accounting and collection issues related to a Client’s account with George Ourumis CA;
* Compliance with all municipal, provincial, federal and other applicable laws; and
* Such other specific purposes which are communicated to the Client by an employee or partner of George Ourumis CA before collection of such Personal Information.
Except when otherwise permitted by law, we will only use a
Client’s Personal Information for the purposes identified to
the Client. When Personal Information is to be used for a purpose
not identified, we will take all reasonable steps to ensure
that new purpose is identified prior to use.
How Do We Collect Personal Information?
Wherever possible we collect your personal information directly
from you, at the start of a retainer and in the course of our
engagement or service. Sometime we may obtain information about
you from other sources, for example, from: • a Client’s insurance
company;
* a Client’s real estate agent in a property transaction;
* from a government agency or registry;
* A Client’s employer, at the Client’s request; and
* A Client’s banker, financial advisor or other professional.
Consent
Your provision of Personal Information to George Ourumis CA means that you
agree and consent that George Ourumis CA can collect, use and disclose your
Personal Information in compliance with this Privacy Policy.
George Ourumis CA will not collect, use or disclose a Client’s Personal
Information without the Client’s requisite consent, except
in certain extraordinary circumstances. Such extraordinary
circumstances shall include without limitation, when legal,
medical or security reasons make it impossible or impractical
to obtain consent or where it is otherwise in the best interests
of the Client.
The most common method we use to obtain a Client’s consent is
by way of the Client’s oral consent as confirmed by a retainer
letter or, where applicable, by Client intake questionnaire.
Where practicable, we may also obtain a Client’s consent through
oral communications. You may also consent by implied means
such as when you have previously provided Personal Information
to us and continue to use our services on other matters or
where you provide us with your personal telephone number so
that we can contact you at home or place of work.
Our Clients may withdraw their consent by written notice to
us at any time, subject to any legal or contractual restrictions
and reasonable notice. A Client’s refusal to provide, or
subsequent withdrawal of, his or her consent may affect George Ourumis CA’s
ability to provide the Client with professional services. A
member of George Ourumis CA will inform the Client of the implications of
such withdrawal. To withdraw consent, a Client should contact
the Chief Privacy Officer in writing at:
George Ourumis
316 Forde Crescent
King City Ontario L7B 1G7
Attn: Privacy Officer Email: info@ourumis.ca
Use and Disclosure of Personal Information
We will use a Client’s Personal Information to provide professional advice
and services to the Client, to administer our database, to
include Clients in direct marketing activities and for the
other uses described above under the heading “Why George
Ourumis CA Collects Personal Information". Under certain
circumstances, George Ourumis CA will disclose a Client’s
personal information to third parties. Specifically, Personal
Information may be used, shared and disclosed to, from, or
with, experts retained on a Client’s behalf, as well as such
other third parties as are necessary to facilitate the engagement
for which the Client has retained our office and provided its
consent.
Under certain circumstances George Ourumis CA may disclose
Personal Information where:
* required or authorized by law to do so, for example to a tax authority;
* a Client has consented to the disclosure;
* when the professional services George Ourumis CA is providing to a Client requires us to give Personal Information about a Client to a third party (for example, to a lender in a real estate mortgage transaction) the Client’s consent will be implied, unless the Client tells us otherwise;
* where it is necessary to establish or collect fees;
* if George Ourumis CA engages a third party to provide administrative or support services to us (such as computer back-up services, shredding or archival file storage) and the third party is bound by our Privacy Policy;
* if we retain other professional firms on behalf of a Client; or
* if the information is already publicly known.
Limiting collection and retention of Personal Information
George Ourumis CA limits the collection of a Client’s Personal
Information to that which is necessary for the purposes identified
in this Privacy Policy as same may be amended from time to time,
or for any additional purpose identified to the Client before
the collection of the Personal Information. As well, Personal
Information is not used or disclosed for purposes other than
those for which it was originally collected, except with the
consent of the Client or as otherwise permitted by law.
George Ourumis CA will retain Personal Information only for
so long as it is needed to fulfill the purposes for which it
was obtained and to meet our professional requirements as set
out by the Canadian Institute of Chartered Accountants and/or
any other legal requirement, statutory or otherwise, from time to time.
Accuracy
George Ourumis CA strives to ensure that a Client’s Personal
Information is as accurate, complete, and up-to-date as is
necessary for the purposes for which it is used.
Safeguards
George Ourumis CA endeavours to maintain adequate safeguards
to protect against loss, theft, unauthorized access, disclosure,
copying, use or modification of Clients’ Personal Information
in the care of George Ourumis CA.
Accountability, Openness and Client Access
George Ourumis CA is responsible for the Personal Information
under its control to comply in all material respects with
applicable privacy legislation and the terms of this Privacy
Policy.
To reach the Privacy
Team, please call 416-427-6166 or e-mail: info@ourumis.ca.
A copy of this Privacy Policy and any future updates or
amendments is available at www.ourumis.ca.
George Ourumis CA will provide a Client access to their
Personal Information. The Client may correct or amend any
inaccuracies in the Client’s Personal Information. George
Ourumis CA has the right to refuse a request for access to
Personal Information if:
* Granting access would reveal confidential commercial information;
* Doing so would reasonably be expected to threaten the life or security of another individual;
* The information was collected for purposes related to the detection and prevention of fraud;
* The information would likely reveal personal information about another individual;
* The request is vexation or frivolous;
* The information would prejudice negotiation with you; or
* To protect our firm’s rights and property.
Challenging Compliance
Clients are encouraged to discuss any privacy issues with an
accountant handling their file, the Partners, or the Chief Privacy Officer.
Changes To This Privacy Policy
George Ourumis CA will from time to time review and revisit
privacy practices and this Privacy Policy. In the event of any
material amendment, an appropriate notice will be posted on
George Ourumis CA’s Web site. All Clients are encouraged to
contact George Ourumis CA to establish if any updates have
been made to this Privacy Policy, which can be ascertained by
the date listed at the top of this Privacy Policy. All updates
and amendments to this Privacy Policy can be found at www.ourumis.ca.
George Ourumis CA Web site
Our Web site may contain links to other sites, which are not
governed by this Privacy Policy. On our Web site, like most
other commercial Web sites, we may monitor traffic patterns,
site usage and related site information in order to optimize
our web service. We may provide aggregated information to third
parties, but these statistics do not include any identifiable
personal information.
Communicating With Us
We recognize that convenience and quick access to advice must
be balanced with security needs. We use many different means
to communicate with clients, some of which are more convenient
such as e-mail. Our emails are sent with industry standard 128
bit encryption. Such encryption however does not guarantee
privacy and security as encrypted messages can nonetheless be
subject to interception and translation. If you do not wish
us to communicate with you by e-mail, please speak with the
Privacy Officer about alternative arrangements.
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