Privacy Policy

We Care

Welcome to Joseph Partners Inc. We value the trust you place in us and are committed to maintaining that trust by safeguarding your privacy. Your confidence in our ability to protect your personal information is of utmost importance to us. We believe in transparency and want you to understand how we collect, use, and protect your information.This privacy policy outlines our practices and demonstrates our dedication to ensuring the confidentiality and security of your personal data. Every member of our team, from our employees to our representatives, has been thoroughly trained and has pledged to uphold this policy in handling your information.

Personal Information

PIPEDA (Personal Information Protection and Electronic Documents Act) is a Canadian law that governs how private sector organizations collect, use and disclose personal information in the course of commercial business. “Personal Information” is defined in PIPEDA to mean all information about an identifiable individual.

Accountability

Joseph Partners Inc. is committed to securing your privacy. Employees andrepresentatives of Joseph Partners Inc. are responsible for the personal information under their control. We have appointed a Privacy Officer who is responsible for analyzing all personal information handling practices and ensuring that our privacy policy is up-to-date and in force.

Why We Collect Information

We need certain personal information to establish a relationship and serve you. We will obtain information directly from you or, when applicable, from your employer. When we collect information about you, we will limit the information we collect to what
we need for specific purposes.

Your personal information may be used:

  • To provide consulting,advisory, or other professional services;
  • For Joseph Partners Inc.'s internal purposes such as data analysis and research to improve our services and communications;
  • To contact you, with consent,regarding new services and offers available from Joseph Partners Inc.,including upcoming events or other relevant notifications;
  • To invite you to provide your opinion or feedback on various topics from time to time so Joseph Partners Inc.can constantly improve our customer experience and services. Participation in these types of initiatives is voluntary and confidential.
Consent

We typically obtain a client’s consent to collect, use, and disclose their personal information. Consent may be expressed(i.e., we ask for your specific consent either verbally or in writing) or implied by the fact that the client has engaged us to provide services and the collection, use, and disclosure of personal information relates to the performance of those services.

If you choose to engage in Joseph Partners Inc.'s services and provide your personal information to us, we accept that you consent to the collection, use, and disclosure of your personal information as outlined in this policy. The choice to provide us with personal information is always yours. Upon request, we will explain your options of refusing or withdrawing consent to the collection, use, and release of your information,and we will record and respect your written choices. However, your decision to withhold particular details may limit the service we are able to offer. Refusal or withdrawal of consent is subject to any overriding legal requirements or
commitments.

PIPEDA also permits us to collect, use, or disclose personal information in some circumstances without the individual’s consent, including (but not limited to) the following:

  • Where the collection, use, or disclosure is clearly in the interests of the individual and consent cannot be obtained in a timely way;
  • Where the personal information is available to the public from a prescribed source;
  • Where the personal information is necessary to collect a debt you owe to us.
Limiting Collection

Joseph Partners Inc. collects information only for a specific, limited requirement using fair and lawful means. We will not collect any information that does not pertain directly to services engaged in with you.

Website

When you visit our website,information is not collected that could identify you personally unless you choose to provide it. You are welcome to browse the website at any time anonymously and privately, without revealing any personal information about
yourself.

Some of the services on our website allow you to send us an email. We will use the information you provide, such as your name, email address, or phone number, only to respond to your inquiry. Keep in mind that email transmissions are not encrypted by default, so we suggest you do not send sensitive information such as Social Insurance numbers, credit card numbers, or bank account information via such contact forms.

Our website uses cookies to provide a customized user experience on the site. A cookie is a small file that a website transfers to your computer to allow your browser to remember information about your last visit to our website.

Our website also uses third-party analytics services (like Google Analytics) to gather this information for analysis.

Limiting Use, Disclosure, and Retention

Personal information is used only for the purposes defined as we seek to fulfill our obligations. We will seek your consent before using the information for purposes beyond the scope of your original consent.

Under no circumstances do we sell customer lists or other personal information to third parties.

We will retain your information only for the time it is required for the purpose it was intended. Once your personal information is no longer required, it will be destroyed or made anonymous.

Accuracy

We will make reasonable efforts to keep your information accurate and up-to-date. We encourage you to review and confirm the accuracy of information you have provided. If you  find any errors, we urge you to provide us with the updated information so that the
appropriate corrections can be made.

Safeguards: Protecting Your Information

We will protect your information with appropriate safeguards and security measures. Joseph Partners Inc. has implemented reasonable physical, organizational, and technological security measures to safeguard the personal information in our custody or control to protect personal information against loss or theft, as well as unauthorized access, disclosure, copying, use, or modification.


These safeguards include: security of our physical office premises, security software and firewalls to prevent unauthorized computer access, and internal passwords that restrict access to our electronic files. We audit our procedures and security measures regularly to ensure that they are being properly administered and that they remain effective and appropriate.


Access to personal information is granted only to Joseph Partners Inc.employees, representatives, and service providers in order  to perform their duties, and only as authorized by the individual through the consent process, and to those otherwise authorized by law.

Openness: Keeping You Informed

This plain-language Privacy Policy is made available to the public in paper form from our office and in electronic form on our website. If you have any questions or concerns about privacy, we invite you to contact us.

Providing Individual Access

We promise to provide you access to the in formation we retain about you within a reasonable time once we have received a written request, satisfactory identification, and reviewed the application for access.

You have the right to know:
  • How we collected your personal information;
  • How we are using it;
  • To whom it may have been disclosed, except where such disclosure was to a governmental body or service provider for routine purposes (i.e., auditors or accountants)

​If you find any errors in this information, we urge you to provide us with the updated information so that the appropriate corrections can be made.

​Under certain circumstances, Joseph Partners Inc. may decline to provide access to personal information within our possession or control if:

  • Providing access would be likely to reveal personal information about a third party or could pose a threat to the security of the third party, and the information cannot be segregated;
  • Disclosure would reveal confidential commercial information about our company;
  • It would be too costly, in our determination, to retrieve it.
  • Providing access would be likely to reveal personal information about a third party or could pose a threat to the security of the third party, and the information cannot be segregated;
  • Disclosure would reveal confidential commercial information about our company;
  • It would be too costly, in our determination, to retrieve it.

​If we deny your individual request for access to your personal information, we will advise you in writing of the reason for the refusal and you may then challenge our decision.

Challenging Compliance

We encourage you to contact us with any questions or concerns you might have about your privacy and our Privacy Policy. In most cases, an issue may be resolved simply by discussing it. If you feel that your concerns have not been addressed satisfactorily, please contact Joseph Partners Inc.'s Privacy Officer:

Judy Buckley
Joseph Partners Inc.
judy@josephpartners.com

If the issue is still not resolved to your satisfaction, we will provide information on other complaint procedures that may be available to you through the Office of the Privacy Commissioner of Canada.

Office of the Privacy Commissioner of Canada
30 Victoria Street
Gatineau, Quebec K1A 1H3
Toll-free: 1-800-282-1376
Phone: (819) 994-5444
TTY: (819) 994-6591

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Created: November 2024