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Privacy Policy

Last updated: May 19, 2026

1. Who We Are

Safer Transitions Inc. ("we", "us", "our") is a financial services firm providing bookkeeping, tax support, and CFO advisory services to businesses in Quebec and across Canada. Our principal place of business is in Montréal, Québec, Canada.

For any privacy-related inquiries, contact us at: info@safertransitions.com

2. Information We Collect

We collect information you provide directly to us, including:

  • Contact information: name, email address, phone number, and company name when you fill out our contact form or book a discovery call.
  • Business and financial information: information you share during consultations or as part of our service delivery (e.g., financial statements, tax documents, payroll data).
  • Communication data: records of correspondence via email, phone, or our website forms.
  • Technical data: IP address, browser type, pages visited, and time spent on our website, collected automatically via cookies and analytics tools (Google Analytics).

3. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide the services you request
  • Deliver bookkeeping, tax, and CFO advisory services
  • Send you relevant financial updates, newsletters, or service information (with your consent)
  • Comply with legal and regulatory obligations, including CRA and Revenu Québec requirements
  • Improve our website and services through analytics
  • Prevent fraud and ensure the security of our systems

4. Legal Basis for Processing (PIPEDA & Law 25)

We process your personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and Québec's Act respecting the protection of personal information in the private sector (Law 25 / Bill 64).

Our legal bases for processing include:

  • Consent: for marketing communications and newsletter subscriptions
  • Contract performance: to deliver the services you have engaged us for
  • Legal obligation: to comply with tax, accounting, and regulatory requirements
  • Legitimate interest: to improve our services and communicate with prospective clients

5. How We Share Your Information

We do not sell, rent, or trade your personal information. We may share your information with:

  • Service providers: third-party tools we use to operate our business (e.g., QuickBooks, Calendly, Google Workspace, HubSpot), each bound by confidentiality obligations
  • Tax authorities: CRA and Revenu Québec, as required by law for tax filings and compliance
  • Professional advisors: lawyers or auditors where necessary to provide our services
  • Legal requirements: when required by law, court order, or government authority

6. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with our legal obligations. Financial and tax records are retained for a minimum of 7 years in accordance with CRA requirements. Contact and marketing data is retained until you withdraw consent or request deletion.

7. Your Rights

Under PIPEDA and Québec Law 25, you have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Withdraw consent for marketing communications at any time
  • Request deletion of your personal information (subject to legal retention obligations)
  • File a complaint with the Office of the Privacy Commissioner of Canada or the Commission d'accès à l'information du Québec

To exercise any of these rights, contact us at info@safertransitions.com.

8. Cookies and Analytics

Our website uses cookies and Google Analytics to understand how visitors interact with our site. This data is aggregated and anonymized. You can disable cookies in your browser settings at any time without affecting your ability to use our website.

We also use Google Ads remarketing tags to show relevant ads to past visitors. You can opt out of Google's use of cookies by visiting Google's Ads Settings.

9. Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, loss, or disclosure. All client financial data is transmitted over encrypted connections (SSL/TLS) and stored in secure, access-controlled systems.

10. Third-Party Links

Our website may contain links to third-party websites (e.g., QuickBooks ProAdvisor, LinkedIn, Calendly). We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting a notice on our website or by email. The date at the top of this page reflects the most recent update.

12. Contact Us

For any questions about this Privacy Policy or our data practices:

Safer Transitions Inc.
Montréal, Québec, Canada
Email: info@safertransitions.com
Phone: +1 (514) 431-5832