Privacy Policy

Last updated: June 27, 2025

1. Information We Collect

NexBalance Finance ("we," "our," or "us") collects the following types of information:

• Personal Information: Name, email address, phone number, business information
• Financial Information: Financial records, tax documents, business financial data
• Technical Information: IP address, browser type, device information, website usage data
• Communication Records: Records of correspondence and consultations

2. How We Use Your Information

We use your information for the following purposes:

• Providing professional accounting and financial services
• Communicating with you about our services
• Complying with legal and regulatory requirements
• Improving our services and website functionality
• Marketing communications (with your consent)

3. Information Sharing

We may share your information with:

• Government Authorities: Canada Revenue Agency (CRA) and other regulatory bodies as required by law
• Professional Partners: Other licensed professionals when necessary for service delivery
• Service Providers: Third-party providers who assist us in delivering our services
• Legal Requirements: When required by law, court order, or legal process

4. Data Security

We implement appropriate technical and organizational security measures to protect your personal information, including:

• Encryption of sensitive data
• Secure data storage and transmission
• Regular security assessments
• Limited access to personal information
• Staff training on data protection

5. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Financial records are typically retained for a minimum of 7 years as required by Canadian law.

6. Your Rights

Under Canadian privacy legislation, you have the right to:

• Access your personal information
• Request correction of inaccurate information
• Request deletion of your information (subject to legal requirements)
• Withdraw consent for marketing communications
• File a complaint with privacy authorities

7. Cookies and Website Analytics

Our website uses cookies to improve user experience and analyze website traffic. You can control cookie preferences through your browser settings.

8. Contact Information

For questions about this Privacy Policy or to exercise your privacy rights, contact us:

9. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date. Continued use of our services constitutes acceptance of any changes.

10. Governing Law

This Privacy Policy is governed by the laws of Nova Scotia and Canada, including the Personal Information Protection and Electronic Documents Act (PIPEDA).