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Privacy Policy

Last Updated: April 28, 2026

Our Commitment to Privacy

Primal Ledger Advisors ("we," "us," or "our") is committed to protecting the privacy and confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Request information about our services
  • Submit inquiries through our contact forms
  • Engage us for professional services
  • Subscribe to newsletters or communications
  • Participate in surveys or feedback requests

This information may include:

  • Name and contact information (email address, mailing address)
  • Company name and business information
  • Financial information necessary to provide accounting services
  • Tax identification numbers and related documentation
  • Communication preferences

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device and browsing behavior, including:

  • IP address and browser type
  • Operating system and device information
  • Pages visited and time spent on pages
  • Referring website addresses
  • Clickstream data

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our professional services
  • Respond to your inquiries and fulfill your requests
  • Send you service-related information and updates
  • Comply with legal and regulatory obligations
  • Detect, prevent, and address technical issues or fraudulent activity
  • Analyze website usage to improve user experience
  • Send marketing communications (with your consent where required)

Information Sharing and Disclosure

We Do Not Sell Your Information

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

Service Providers

We may share your information with trusted third-party service providers who assist us in operating our business, such as:

  • Cloud storage and hosting providers
  • Email service providers
  • Payment processors
  • Professional advisors (legal counsel, auditors)

These service providers are contractually obligated to maintain the confidentiality and security of your information.

Legal Requirements

We may disclose your information when required by law or in response to valid legal processes, including:

  • Compliance with subpoenas, court orders, or legal processes
  • Protection of our rights, property, or safety
  • Investigation of fraud or security issues
  • Enforcement of our terms and agreements

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption of sensitive data in transit and at rest
  • Regular security assessments and audits
  • Access controls and authentication protocols
  • Employee training on data protection practices
  • Secure backup and disaster recovery procedures

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. For client information, we adhere to professional retention standards and regulatory requirements applicable to accounting records.

Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

  • Access: Request access to the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information (subject to legal retention requirements)
  • Objection: Object to certain processing of your information
  • Data Portability: Request a copy of your information in a structured, machine-readable format
  • Withdraw Consent: Withdraw consent for processing based on consent (without affecting prior processing)

To exercise these rights, please contact us at [email protected]. We will respond to your request within the timeframe required by applicable law.

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience and analyze site traffic. For detailed information about our cookie practices, please see our Cookies Policy.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child without parental consent, we will take steps to delete that information.

International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws different from those in your jurisdiction. We ensure appropriate safeguards are in place to protect your information in accordance with this Privacy Policy.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated policy on our website with a new "Last Updated" date. Your continued use of our services after such changes constitutes acceptance of the updated policy.

Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Primal Ledger Advisors
1247 Wellington Street West, Suite 420
Ottawa, ON K1Y 2X4
Canada
Email: [email protected]

Professional Standards

As Chartered Professional Accountants, we are also bound by the CPA Code of Professional Conduct, which includes strict confidentiality requirements. Our privacy practices comply with both legal requirements and professional ethical standards.

Primal Ledger Advisors

Professional accounting services designed for business growth and financial clarity.

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