Privacy Policy

Vertex Financial is a Canadian CPA firm providing personal tax, corporate tax, bookkeeping, payroll, and business incorporation services across the Greater Toronto Area.

• Website: vertexfinancial.ca
• Email: info@vertexfinancial.ca
• Phone: +1 (416) 286-2886

We collect information you voluntarily provide when you:

• Fill out our contact form (name, email, phone, message)
• Book a consultation via Calendly
• Contact us by phone, email, or WhatsApp

We do not collect sensitive financial or tax data through this website.

We use your information to:

• Respond to your enquiries and consultation requests
• Provide accounting and tax services you have requested
• Send relevant updates or information about our services
• Improve our website and user experience

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

Our website uses cookies to improve your browsing experience. These include:

• Essential cookies required for the website to function
• Analytics cookies (Google Analytics) to understand how visitors use our site

You can disable cookies in your browser settings at any time. Disabling cookies may affect some website functionality.

We use Google Analytics to collect anonymized data about website traffic and usage patterns. This data does not identify you personally. For more information, visit Google's Privacy Policy.

When you book a consultation through our website, you are directed to Calendly. Calendly's privacy policy applies to any information you provide during booking. Visit Calendly's Privacy Policy for details.

We retain contact form submissions and client communications for as long as necessary to provide our services and comply with Canadian legal and regulatory requirements, including CRA record-keeping obligations.

Under Canadian privacy law (PIPEDA), you have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information (subject to legal obligations)
• Withdraw consent to our use of your information

To exercise any of these rights, contact us at info@vertexfinancial.ca.

We take reasonable measures to protect your personal information from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet is 100% secure.

We may update this privacy policy from time to time. Changes will be posted on this page with an updated date. Continued use of our website after changes constitutes acceptance of the updated policy.