Privacy Policy
SGA Globe and its affiliated entities, including SGA CPA, SGA Tax, Spear and Shield Law, TaxShield Law, SGA Wealth, Tick and Tally, SGA USA, and SRGM (collectively referred to as "SGA Globe," "we," "our," or "us") are committed to protecting the privacy and confidentiality of personal information entrusted to us. This Privacy Policy describes how we collect, use, disclose, retain, and protect personal information obtained through our website (www.sgaglobe.com) and through the provision of our professional services.
By accessing or using our website or engaging with our services, you acknowledge that you have read, understood, and agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of our website and services.
1. Information We Collect
We collect personal information in two primary ways: information you provide directly to us, and information collected automatically when you interact with our website.
1.1 Information You Provide
When you contact us, submit an inquiry, or engage our services, we may collect:
- Full name, address, phone number, and email address
- Business name, incorporation details, and corporate structure information
- Financial data, including income, assets, liabilities, tax records, and investment information
- Legal documents and records relevant to your engagement
- Government-issued identification numbers (e.g., SIN, BN, EIN) as required for regulated filings
- Insurance and wealth planning information
- Information shared during consultations, meetings, or correspondence
1.2 Information Collected Automatically
When you visit our website, we may automatically collect certain technical data, including:
- IP address and general geographic location
- Browser type, version, and operating system
- Pages visited, time spent on pages, and navigation paths
- Referring URLs and search terms
- Cookie and session data
2. How We Use Your Information
We use personal information only to the extent necessary for legitimate professional and operational purposes, including:
- Providing and administering tax, legal, accounting, auditing, wealth planning, and consulting services
- Communicating with you about your engagement, including scheduling, document requests, and updates
- Preparing and filing required regulatory and government submissions on your behalf
- Complying with applicable laws, regulations, and professional obligations
- Assessing and managing risk in connection with your file or engagement
- Improving the quality and delivery of our services
- Responding to inquiries submitted through our website or by telephone or email
- Sending relevant informational or advisory communications (where permitted by law)
We do not sell, rent, or trade your personal information to any third parties for marketing purposes.
3. Legal Basis for Processing
Where applicable law requires a legal basis for processing personal information, we rely on one or more of the following:
- Performance of a contract or engagement agreement with you
- Compliance with legal and professional obligations
- Your explicit consent, where obtained
- Legitimate interests of SGA Globe in providing professional services and maintaining system security
4. Disclosure of Personal Information
We do not disclose your personal information except in the following circumstances:
4.1 Affiliated Entities
Your information may be shared among SGA Globe's affiliated practices (SGA CPA, SGA Tax, Spear and Shield Law, TaxShield Law, SGA Wealth, Tick and Tally, SGA USA, and SRGM) for the purpose of delivering integrated advisory services.
4.2 Regulatory and Government Authorities
We may disclose information as required by law, including filings with the Canada Revenue Agency (CRA), the Internal Revenue Service (IRS), provincial tax authorities, law societies, CPA regulators, and other government bodies.
4.3 Third-Party Service Providers
We may engage trusted third-party service providers for cloud storage, IT infrastructure, document management, and secure communication. These providers are bound by confidentiality obligations.
4.4 Cross-Border Transfers
As SGA Globe operates across Canada, the United States, and India, your personal information may be transferred to, stored, or processed in these jurisdictions with appropriate safeguards.
4.5 Legal Process
We may disclose personal information where required by a court order, subpoena, legal process, or applicable law.
5. Professional Confidentiality
SGA Globe professionals are subject to strict confidentiality obligations under applicable professional rules, including those governing lawyers, CPAs, and regulated financial advisors. Personal and financial information shared in the context of a professional engagement is treated as strictly confidential.
6. Data Retention
We retain personal information for as long as necessary to fulfill the purposes for which it was collected and to comply with legal and regulatory requirements.
- Tax and accounting records may be retained for a minimum of seven (7) years
- Legal files are retained in accordance with applicable law society requirements
- Wealth and financial planning records are retained in accordance with regulatory obligations
When personal information is no longer required, it is securely destroyed or anonymized.
7. Security of Personal Information
We implement appropriate technical, physical, and administrative safeguards to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction.
- Encrypted electronic communications and secure document portals
- Password-protected systems with access controls
- Physical security measures for offices and file storage
- Staff confidentiality training and professional obligations
Despite these measures, no method of electronic transmission or storage is completely secure.
8. Cookies and Website Tracking
Our website may use cookies and similar tracking technologies to enhance your browsing experience.
- Essential cookies required for the proper functioning of the website
- Analytical cookies to understand visitor behavior and improve site performance
You may disable cookies through your browser settings, though some features of the website may be limited.
9. Your Privacy Rights
Subject to applicable law, you may have the right to:
- Request access to the personal information we hold about you
- Request correction of inaccurate or incomplete information
- Withdraw consent where processing is based on consent
- Request deletion of your personal information
- Lodge a complaint with a relevant privacy authority
To exercise any of these rights, please contact our Privacy Officer using the contact details below.
10. Children's Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.
11. Updates to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The revised policy will be posted on our website with an updated effective date.
12. Contact
For questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact:
SGA Globe
6733 Mississauga Rd, Suite 700
Mississauga, ON L5N 6J5, Canada
Email: office@sgaglobe.com
Telephone: +1-437-564-6200
Website: www.sgaglobe.com
