Privacy Policy

Durward Jones Barkwell & Company LLP (DJB) recognizes and respects each individual’s right to privacy and acknowledges our obligation to preserve the confidentiality of personal information.  DJB has developed this Privacy Policy to clearly state our ongoing commitment to protecting privacy rights.

The Protection of Personal Information

The Partners and staff of DJB shall safeguard and keep confidential all personal information in our possession or control relating to clients in accordance with governing laws, regulatory authorities, Rules of Professional Conduct/Code of Ethics and DJB policies.

Consent

The terms and conditions of every DJB professional services engagement are documented in each Engagement Letter.  By signing the Engagement Letter, the client will be providing consent to DJB for the collection, use and disclosure of information.

Collection and Retention

DJB shall collect and retain only such personal or business information as is necessary for the purposes required to fulfill their engagement responsibilities.  Personal and client information shall be retained only as long as necessary for the fulfillment of those purposes or for professional, regulatory or legal requirements.

Use of Information and Access

Client information shall be used only for the purpose for which it was collected, except with the consent of the individual or entity or as required by law.

Upon request, a client will be informed of the existence, use, and disclosure of their personal information and granted access to their information.

Limiting Use and Disclosure

DJB will not disclose personal information for any purpose, other than those for which it was collected, without consent from the client and will only share information with third parties as needed to assist in completing the stated purposes or as required or permitted by law.

DJB will not sell or rent any client’s personal or business information to any third party.

Employee Confidentiality Agreement

All employees of DJB are required to sign a confidentiality agreement upon commencement of employment.

Safeguards

DJB will take all reasonable measures to protect personal information against loss or theft as well as unauthorized access, disclosure, copying, use or modification by security safeguards appropriate to the sensitivity of the information.

Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)

DJB is a reporting entity to FINTRAC in accordance with The Proceeds of Crime (Money Laundering) and Terrorist Financing Act.

Challenging Compliance

Any enquiries in regard to this Privacy Policy should be referred to our Firm Managing Partner.  The Firm Managing Partner will ensure that a complete investigation of all complaints has been undertaken and will report the findings to the individual within a reasonable amount of time. The Firm Managing Partner can be contacted in the St. Catharines office.