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Privacy policy

At SolveCFO (“Company”), your right to privacy is very important to us.  During the course of providing you with our services, we may become exposed to your personal information.  Because we are committed to protecting your privacy rights and the information you provide to us, we have developed this privacy policy. It explains how we will protect your information and describes how we will use and share it.


This policy is concerned with the protection of your personal information only. Personal information includes any data that can be used to identify you as an individual, including your name, income, personal opinion, interests, home contact information, identification numbers, user IDs, passwords, ethnic origin, and age. Under Canadian law, in a business context, personal information does not include the name, job title, business address, or business telephone number of any employee in an organization.


This policy describes the following practices:

  • Collecting information

  • Sharing your personal information

  • Maintaining your personal information


This privacy policy may change from time to time to reflect Company’s internal needs, customer feedback, or changes in applicable privacy legislation. Company will post all such changes on our website, so please visit this page regularly.


NOTE:  Company services are not intended to be sold to children under the age of 18. We do not knowingly collect or maintain any personal information or non-personally-identifiable information from anyone under the age of 18 nor is any part of our website directed to children under the age of 18. We will not accept requests for services from individuals that we know to be children and will remove and/or delete any personal information we believe was submitted by any child under the age of 18.


Collecting information


In order to obtain services from Company, you may be required to provide specific information about yourself, such as your name, address, telephone number and e-mail address.  We will inform you when we need information that personally identifies you, and we will keep this information in strict confidence.  Additionally, you may, on occasion, voluntarily provide Company with information that can be classified as personal information – all such personal information will be stored and maintained in accordance with this privacy policy.


We collect information about you in the following ways:


As part of your purchase of Company’s products

We will require your name, address, telephone number, certain financial account or credit card information, and potentially other information of which we will inform you in advance, for billing and payment purposes.  This information is kept confidential and stored securely by Company and/or its payment provider.


As part of your use of Company’s website

Use of Company’s website and/or products may result in the collection of technical information such as your computer's IP address, operating system, browser name/version, the referring web page, requested page, date/time, and sometimes a "cookie" (which can be disabled using your browser preferences); such information is used to help us understand the overall usage pattern of our website.  You may also have the ability to post information on Company’s website, such as comments and opinions. Please be advised that any personal information that you voluntarily post to any public forum or to any area where third parties may legally access it, will NOT be considered confidential in any way, and Company will not have any obligation to protect it in a secured system or obtain your consent to its disclosure, as you will have made the decision to publicly post it.  However, at your request, Company will be happy to change it, remove it, or restrict access to it (subject to technical feasibility) in order to protect the integrity of the personal information.


You contact Company directly 

Customers and business partners often contact us directly. When you contact any Company employee by telephone, e-mail, in person, or through our website, you will be asked to provide consent to the collection of personal information if your personal information will help us deliver the information, products, or services you require.


You respond to communications from Company

From time to time, Company may invite you to provide us with information for specific purposes.  We may ask for this information through feedback features on our website; we may send out e-mail inviting feedback or offering services; or we may ask you for information concerning our services. Your response to these communications may require you to submit personal information and opinions.  Your provision of this information to us is completely up to you.


Your information is obtained through a third party

Occasionally, Company will obtain information about you from third parties, such as mailing list providers, third party service providers, ISPs, or third party application or account providers. Third-party providers are responsible for obtaining consent for the release of personal information to us from those individuals identified on mailing lists, surveys, or through other collection methods.



Sharing your personal information


Subject to any exceptions stated above in the collection of information section, should Company collect any of your personal information, we will follow these practices regarding the distribution of that information.


Your personal information is protected

Company uses reasonable precautions to protect your personal information and store it securely. Access to your personal information is restricted to those persons who need it, and Company takes reasonable steps to prevent the unauthorized use or disclosure of your personal information.


Company only uses and discloses your personal information if it helps us facilitate your needs, improve our services, meet legal and regulatory requirements, or — to the limited extent possible — manage our internal business operations.  Additionally, if there are any disclosure or use restrictions in your consent to the collection of your personal information, Company will abide by those restrictions (subject to the consent exceptions listed below).  For example, your credit card or financial information will only be used to bill you for the services that you have requested.


Company may combine your information with other information into an aggregate form, so your information no longer personally identifies you. We may then disclose the aggregate information to third parties, so they can obtain an overall picture of Company’s services, customer sectors and/or usage patterns.


We only share your information with your consent

Company provides your information to third parties only for purposes to which you have consented, and we require such third parties to keep your information confidential.


In a few situations, Company may be required to disclose your information without your prior consent. For example, Company may disclose your information if we are required to do so by law, or if we believe in good faith that such disclosure is necessary to:

  • comply with law or legal process

  • protect and defend our rights and property, or the rights and property of a third party

  • protect against misuse or unauthorized use of any of Company’s services, or other proprietary materials

  • protect the personal safety of any person

  • allow for a change of ownership of Company and associated transfer of all personal information to the new owner of Company – this does not affect the protection of your information under this Privacy Policy 

Company will always try to provide you with prior notice of such disclosure; however, such notice may not always be possible or reasonable given the circumstances.


Maintaining your personal information


Company has established the following practices regarding the maintenance of your personal information. 

You can request access to your personal information at any time

If, for any reason, you wish to review your personal information that Company has in its possession, you can contact our Privacy Officer, who will be pleased to provide you with all your personal information that Company has on file.


You can request changes to your personal information at any time

Sometimes, it will be necessary for you to update your personal information Company has on file; for instance, up-to-date information is required if you wish to continue to obtain notifications of changes that may impact your use of the services. If you wish to make any changes or corrections to your personal information that cannot be done yourself through your personal settings, please contact our Privacy Officer who will implement the changes. This will help us ensure our records are always up-to-date.


You can opt out of communications at any time

Additionally, you always have the choice of whether you wish to receive information – such as e-mail updates – from Company.


If you do choose to opt out of communications respecting services provided by Company, you may not obtain all the benefits we could otherwise provide, such as updates or warnings. Company will not have any liability to you for your loss of those benefits or any negative effects respecting your use of Company’s services.

You can request that your personal information be destroyed at any time

A situation may arise where you desire to have all of your personal information that is contained in Company’s records deleted or destroyed.  If this is what you wish, please contact our Privacy Officer, who will take care of removing your personal information from all of Company’s records.  However, there may be situations where we are obligated to retain one archival copy of your information to allow us to comply with laws or respond to legal processes.  We will inform you of all such situations, and will only use your retained personal information to the limited extent necessary to comply with such laws or respond to legal processes.


Contacting our Privacy Officer


We welcome your comments about this privacy policy, and we would be happy to provide any additional information you require. Please contact our Privacy Officer at:

Colin Calvert


This privacy policy supplements any agreements you already have with SolveCFO, such as the website terms and conditions, and any other agreement. Our privacy policy does not replace the terms of those agreements. By agreeing to those terms and using Company’s website and services, you are consenting to the collection and use of your personal information by SolveCFO in accordance with this privacy policy. This policy was written in accordance with the Canadian Personal Information Protection and Electronic Documents Act (PIPEDA).

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