Effective November 1, 2026
Our privacy commitment
Finexa CPA Advisory ("Finexa," "we," "us," or "our"), is responsible for personal information under its control. We aim to collect, use, disclose, retain, and protect personal information in a manner consistent with applicable Canadian privacy requirements, including British Columbia's Personal Information Protection Act where it applies.
Our Privacy Officer is responsible for privacy compliance and questions about this policy.
Information we may collect
Information you provide
We may receive information that you choose to provide when you email or call us, request or schedule a consultation, correspond with us, or become a client. Depending on the interaction, this may include your name, contact details, company, role, scheduling information, and the business or finance issue you describe.
Our bookkeeping quote form uses Formspree to send the details you submit to Finexa. If you email your Quick Finance Check result, your name, email address, and generated result summary are processed by FormSubmit to send you a copy and deliver it to Finexa. Please do not submit financial documents or sensitive information through these forms.
Website and technical information
Like most websites, our hosting and security providers may process basic technical information needed to deliver and protect the site, such as IP address, browser type, device information, requested pages, date and time, and security logs.
Interactive assessments
The homepage Financial Health Check and the article assessment tools run in your browser. Your answers and results are not submitted by the assessments themselves. If you email your Quick Finance Check result, your name, email address, and generated result summary are sent through FormSubmit to you and Finexa.
Website assistant
The Finexa Assistant is a rule-based website helper that explains services, links to consultation booking, and can help prepare an email follow-up request. It is not a human advisor, does not provide personalized tax, accounting, legal, investment, or financial advice, and does not create a client relationship.
If you use the assistant to prepare a follow-up request, the information you enter may be included in an email draft addressed to Finexa. The website assistant itself is not intended for confidential documents or sensitive information. Please do not enter tax returns, financial statements, SINs, passwords, banking details, or confidential client records into the assistant.
Why we use personal information
We may use personal information for purposes a reasonable person would consider appropriate in the circumstances, including to:
- respond to questions and consultation requests;
- schedule and prepare for meetings;
- assess whether our services may be suitable;
- provide professional services under an agreed engagement;
- communicate about an existing or potential engagement;
- maintain business, professional, security, and legal records;
- protect the website, our systems, clients, and the public; and
- meet applicable professional, regulatory, legal, insurance, and record-retention obligations.
Submitting an inquiry does not create a client relationship. If you become a client, the engagement terms and additional professional confidentiality and record-handling requirements will also apply.
Consent and limiting collection
We seek consent where required and limit collection to information reasonably needed for the identified purpose. Please do not send tax returns, financial statements, identification documents, banking details, passwords, or other sensitive records through an ordinary website inquiry or unencrypted email unless Finexa has provided an appropriate secure method and requested the information.
You may withdraw consent, subject to reasonable notice and legal, regulatory, professional, contractual, or record-retention requirements. Withdrawal may affect our ability to respond or provide services.
When information may be shared
We do not sell personal information. We may disclose information only as reasonably required for the purpose it was collected or as otherwise permitted or required, including to:
- technology, hosting, scheduling, communications, security, storage, and professional service providers supporting our operations;
- other advisors or specialists when you authorize or direct coordination;
- regulators, professional bodies, insurers, courts, law enforcement, tax authorities, or other parties where permitted or required by law or professional obligations; and
- a successor organization in connection with a proposed business transaction, subject to appropriate safeguards and legal requirements.
Some service providers may process information outside British Columbia or Canada. Information in another jurisdiction may be subject to the laws and lawful access processes of that jurisdiction.
Third-party services and links
This website loads Google Fonts, may use Google Ads conversion measurement, and uses Formspree and FormSubmit for forms. It also includes links to scheduling, LinkedIn, telephone, and email services. FormSubmit may use a Google reCAPTCHA security check. When you load a third-party resource or follow an external link, that provider may receive technical information and will handle information under its own terms and privacy policy. Finexa does not control third-party websites.
Google Ads conversion measurement helps Finexa understand whether website visitors interact with consultation and lead-intent actions. Depending on your browser and privacy settings, Google may use cookies, identifiers, or similar technologies for measurement. You can manage cookies and tracking through your browser settings and applicable Google controls.
The homepage introduction uses an embedded YouTube video. The YouTube player loads when you choose to play the video. At that point, your browser connects to YouTube (Google), which may process technical information and viewing activity under its own privacy policy.
Safeguards and retention
We use administrative, technical, and physical safeguards appropriate to the sensitivity of the information. No internet transmission, email service, or electronic storage method is completely secure, and absolute security cannot be guaranteed.
We retain personal information only as long as reasonably needed for the identified purpose and applicable legal, professional, insurance, security, and record-retention requirements. Information is then securely destroyed, deleted, or anonymized where appropriate.
Access, correction, and questions
You may request access to personal information under our control or ask us to correct information that is inaccurate, subject to applicable exceptions. We may need to verify your identity before responding.
Questions, privacy requests, or complaints can be directed to:
Privacy Officer
Finexa CPA Advisory
British Columbia
bobby@finexacpa.ca
604-780-2717
We will review privacy concerns and take appropriate steps to investigate and respond.
Changes to this policy
We may update this policy when our practices, services, providers, or legal requirements change. The effective date above identifies the current version.