Privacy Policy

Information we collect

When you send an inquiry, we collect the name, email address, telephone number, selected service and message that you provide. Appointment and client-portal information is collected through the separate secure portal.

We also record anonymous daily page-opening totals for the main website. These totals do not contain names, email addresses, Client IDs, tax information or individual visitor profiles.

How information is used

• Respond to inquiries and consultation requests.
• Direct you to the appropriate FourAxis service or secure portal workflow.
• Maintain inquiry status and service records.
• Protect the website, prevent misuse and understand aggregate website activity.
• Meet applicable legal, regulatory and professional obligations.

Secure documents and sensitive information

Do not send tax documents, Social Insurance Numbers, banking information, passwords or government-account credentials through the public inquiry form or ordinary email. Use the secure client portal when FourAxis requests documents.

Service providers and access

FourAxis uses service providers for website hosting, secure storage and communications. Information is shared only as necessary to operate those services or when required by law. Access to client records is restricted according to staff responsibilities.

Retention and your choices

Information is retained only as long as reasonably necessary for the purpose collected and applicable legal or professional requirements. You may contact FourAxis to ask about your information or request a correction, subject to record-retention obligations.

Contact

Privacy questions may be sent to fouraxisfinancial@gmail.com. This policy may be updated as services or legal requirements change.