Privacy Policy

Effective Date: February 7, 2025

Dolphin Advisory Group ("we," "us," or "our") values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you visit our website dolphinadvisory.ca or engage with our services.

1. Information We Collect

We collect different types of personal information depending on how you interact with us, including but not limited to:

a. Information You Provide Directly

  • Name, email address, phone number

  • Business details (if applicable)

  • Billing and payment information

  • Documents for tax filing, bookkeeping, and financial services

b. Automatically Collected Information

When you visit our website or communicate with us electronically, we may collect:

  • IP address and device information

  • Cookies and usage data

  • Browsing activity on our website

c. Information from Third Parties

We may receive information from financial institutions, government agencies, or other third-party service providers to facilitate our accounting and advisory services.

2. How We Use Your Information

We use your personal information to:

  • Provide accounting, tax, and financial advisory services

  • Communicate important updates, including deadlines and reminders

  • Process payments and invoices

  • Improve our website, services, and customer experience

  • Send marketing or promotional materials (with your explicit consent)

  • Comply with legal and regulatory obligations

3. How We Share Your Information

We do not sell or rent your personal data. However, we may share it with:

  • Government agencies (e.g., Canada Revenue Agency) for compliance purposes

  • Financial institutions and payment processors to facilitate transactions

  • Service providers and technology partners to help manage our website and communication tools

  • Legal authorities if required by law or in response to legal processes

a. No Sharing of Mobile Information for Marketing

We do not share your mobile information with third parties for marketing purposes without your explicit consent. Your mobile data is only used for service-related communications such as appointment reminders, tax updates, and payroll notifications.

b. No Transfer of Data to External Organizations

We do not transfer your personal data to external organizations for purposes other than those outlined in this policy, without your explicit consent. Any data sharing is strictly limited to service delivery, legal compliance, or operational needs as stated above.

4. Your Rights & Choices

You have rights regarding your personal information, including:

  • Access & Correction: You may request to review or correct the information we hold about you.

  • Opt-Out of Marketing & SMS Communications:

    • To opt out of future SMS communications, reply STOP to any message you receive from us.

    • To unsubscribe from email communications, click the "Unsubscribe" link in any email or contact us at info@dolphinadvisory.ca.

  • Cookies & Tracking Technologies: You can adjust browser settings to disable cookies.

To exercise these rights, contact us at info@dolphinadvisory.ca or call 647-671-6084.

5. Strong Security Measures

At Dolphin Advisory Group, we prioritize the security of your personal and financial data. We implement industry-leading security measures to ensure your information is protected from unauthorized access, loss, or misuse.

  • Email Security: We use strong encryption (TLS), two-step authentication, phishing detection, and AI-powered security measures to protect email communication.

  • Data Protection: Our systems are safeguarded with firewalls, encrypted storage, and access control measures to prevent unauthorized data access.

  • Secure Access: We limit access to personal data only to authorized personnel who require it to perform their duties.

While we take every precaution to secure your data, no online transmission is completely risk-free. However, we continuously monitor and improve our security protocols to protect your information.

6. Retention of Information

We retain your personal data only as long as necessary to fulfill legal, tax, and service obligations. Once it is no longer required, we securely dispose of or anonymize the data.

7. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for their privacy practices, and we encourage you to review their policies before providing personal information.

8. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with the updated "Effective Date."

9. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us:

📧 Email: info@dolphinadvisory.ca
📞 Phone: 647-671-6084
🌐 Website: dolphinadvisory.ca