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Home / Privacy Policy
How we collect, use, protect and disclose your personal information.
Last updated: June 22, 2026. At McDaniels Consulting and Financial Services, we are committed to protecting the privacy and confidentiality of personal information entrusted to us. This policy outlines how we collect, use, disclose, and safeguard personal information in compliance with applicable laws and professional standards in Manitoba and across Canada, including Canada's Personal Information Protection and Electronic Documents Act (PIPEDA).
This policy applies to all personal information collected through our website and client portal, our email and phone communications, and our engagements for bookkeeping, tax, and advisory services.
We may collect: personal identifiers such as your name, address, phone number and email; financial information such as business records, tax data, payroll details and banking information (as required for service delivery); and professional information such as business registration details, accounting records and related documents.
We collect personal information to provide bookkeeping, tax and advisory services; communicate with clients and respond to inquiries; maintain accurate records for compliance and audit purposes; improve our website and client experience; and meet our legal and professional obligations under CPA and privacy laws.
By engaging our services or using our website, you consent to the collection, use and disclosure of your information as described in this policy. You may withdraw consent at any time, subject to legal or contractual restrictions.
We use personal information only for the purposes identified above. We may disclose information to authorized employees or contractors who require access to perform services; to government agencies or regulatory bodies when required by law; and to third-party service providers (for example, secure cloud storage and payment processors) under strict confidentiality agreements. We do not sell or trade personal information.
We employ administrative, technical and physical safeguards to protect information from unauthorized access, alteration or disclosure — including an encrypted client portal and document uploads, secure password protocols, and access limited by role and necessity.
Personal information is retained only as long as necessary to fulfill service obligations and comply with legal requirements. When no longer needed, data is securely destroyed or anonymized.
Our website may use cookies to enhance user experience and analyze traffic. You can disable cookies through your browser settings, though some features may not function properly.
We may update this Privacy Policy periodically. Changes will be posted on our website with a revised effective date.
Questions about this policy, or want to access or correct the personal information we hold about you? Contact us at info@mcdanielsconsulting.ca, by phone at +1 (204) 290-2981, or by mail at 321 Rangeview Way, Winnipeg, MB R3Y 2K5. You may also contact the Office of the Privacy Commissioner of Canada.