Privacy Policy
Unity Financial Services (“Unity”, “we”, “us”) provides tax preparation, financial services, and advisory support across Canada. This Privacy Policy explains what we collect, how we use and disclose it, your rights, and how to contact us.
We comply with the Personal Information Protection and Electronic Documents Act (PIPEDA) and Québec’s Act respecting the protection of personal information in the private sector, as modernized by Law 25.
Person in Charge of Personal Information
Under Law 25, Unity designates a Person in Charge of the Protection of Personal Information (Privacy Officer).
Privacy Officer (title): Chief Privacy Officer
Email: [info@unityfs.ca]
Phone: 438-701-3770
Head Office: Suite 208, 4226 Boul St Jean, Dollard-des-Ormeaux, QC H9G 1X5
Branch Office: Suite 208, 4226 Boul St Jean, Dollard-des-Ormeaux, QC H9G 1X5
Scope
This Policy covers customers’ personal information collected for:
Tax preparation and filing with CRA/Revenu Québec
Financial services and consulting
Communications (including SMS/text messaging where you opt-in)
It does not cover de-identified or aggregated data that no longer identifies an individual.
What We Collect
Identification & contact: name, address, email, phone
Government/tax identifiers: SIN, client numbers, T-slips, RL-slips
Financial and tax records
Communication preferences (email/SMS opt-in/out records)
Website usage: IP address, cookies, analytics data
Collection is limited to what is necessary for identified purposes and, where possible, is obtained directly from you. If collected from third parties (e.g., CRA, financial institutions), it is done with your consent.
Minors: If you are under 14, consent must come from a parent or tutor, unless clearly for your benefit.
Why We Collect
We collect, use, and disclose personal information to:
Prepare, file, and support tax returns with CRA and Revenu Québec
Provide financial services and manage client accounts
Verify identity and prevent fraud
Schedule appointments and provide service updates
Send informational or promotional messages (only with consent)
Comply with legal and regulatory obligations
Consent
Unity relies on your express consent when processing sensitive personal information such as SINs or financial records. Consent must be free, informed, specific, and clear.
You may withdraw consent at any time, but doing so may affect our ability to deliver services.
Electronic Messages (Email/SMS) – CASL + Ooma/TCR
Unity complies with Canada’s Anti-Spam Law (CASL) for commercial electronic messages.
SMS via Ooma/TCR (opt-in):
By opting in, you consent to receive SMS messages from Unity Financial Services for:
Appointment reminders
Tax filing updates
Service notices
Occasional offers
Your rights:
📲 Message frequency may vary.
💲 Message and data rates may apply.
❌ Reply STOP to unsubscribe.
ℹ️ Reply HELP for assistance or call 438-701-3770.
Unity does not share SMS opt-in data or phone numbers with third parties for marketing.
Automated Decisions
If Unity makes a decision based solely on automated processing of your personal information, you will be informed. You may request an explanation of the factors involved and demand a human review.
Cookies & Analytics
Our website may use cookies and analytics to improve user experience. You can adjust browser settings to limit cookies. Where required, we seek your consent for non-essential cookies.
Service Providers & Cross-Border Transfers
We use trusted service providers for hosting, communications, and operations. When information is processed outside Québec, Unity first conducts a Privacy Impact Assessment (PIA) and ensures contractual safeguards consistent with Law 25.
Your Rights
You have the right to:
Access your personal information
Request corrections
Withdraw consent (subject to service limitations)
Portability (Law 25) – receive information you provided to us in a structured, commonly used format within 30 days
Be informed about automated decisions and request review
Complain to our Privacy Officer or the Commission d’accès à l’information du Québec (CAI)
Requests should be sent to [info@unityfs.ca]. Identity verification is required.
Retention & Destruction
We generally retain records for seven (7) years to comply with CRA requirements. After this period, information is securely destroyed or anonymized in compliance with Québec regulations.
Security
We maintain appropriate safeguards, including:
Restricted employee access
CRA-certified tax software
Encryption and secure transmission
Annual employee privacy training
Confidentiality Incidents
If a confidentiality incident occurs, Unity will:
Take steps to reduce risks and prevent recurrence
Record the incident in our incident register
Notify the CAI and affected individuals if the incident poses a risk of serious injury
Third-Party Disclosures
Unity does not sell personal information. We only disclose where necessary to:
CRA/Revenu Québec for filing
Authorized service providers bound by confidentiality
Legal obligations
Updates to This Policy
This Policy may be updated to reflect new legal or operational changes. Updates will be posted on our website with a revised “Last updated” date.
Contact & Complaints
Privacy Officer
Email: [info@unityfs.ca]
Phone: 438-701-3770
Addresses: See above
You may also contact the CAI (Commission d’accès à l’information du Québec) for unresolved concerns.
