Privacy & Confidentiality Commitment

Effective Date: January 1, 2026

Our Commitment to Privacy

At Lauranne E. Rauk Professional Corporation, we recognize that our clients trust us with highly sensitive financial, tax, and personal information. Protecting that information is fundamental to our professional responsibilities and to the relationships we build with our clients.

This Privacy Policy explains how we collect, use, disclose, safeguard, and retain personal information through our website and in the course of providing tax, accounting, advisory, and related professional services.

We comply with applicable Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and any applicable provincial privacy laws.

By using our website or engaging our services, you consent to the collection, use, and disclosure of your information as described in this Privacy Policy.

Who We Serve

Our firm specializes in tax and financial advisory services for professionals, retirees, investors, incorporated business owners, and individuals with complex financial affairs. As part of these services, we may collect information necessary to provide comprehensive tax planning, compliance, and advisory support.

Information We Collect

The information we collect depends on the services requested and may include:

Personal Information

  • Name
  • Home address
  • Email address
  • Telephone number
  • Date of birth
  • Marital or family information relevant to tax planning
  • Government-issued identification where required for compliance purposes

Financial and Tax Information

  • Income and employment information
  • Investment and portfolio information
  • Pension and retirement income details
  • Corporate ownership information
  • Trust and estate information
  • Tax returns and supporting documentation
  • Banking information where required for service delivery
  • Information relating to business activities and investments

Website Information

When you visit our website, we may automatically collect certain information, including:

  • IP address
  • Browser type
  • Device information
  • Operating system
  • Pages visited
  • Date and time of website access
  • Referral sources

How We Use Information

We collect, use, and disclose personal information only for purposes that a reasonable person would consider appropriate under the circumstances.

We may use personal information to:

  • Provide tax preparation, compliance, and advisory services
  • Develop tax-efficient strategies and financial recommendations
  • Assess eligibility for tax credits, deductions, and government programs
  • Communicate regarding services and client engagements
  • Verify identity and prevent fraud
  • Maintain client records
  • Process payments and billing
  • Meet legal, regulatory, professional, and ethical obligations
  • Improve our services and website functionality
  • Protect our business and clients from unauthorized activity

Professional Confidentiality

As professional advisors, we are committed to maintaining strict confidentiality regarding client information.

Information obtained through the course of a client engagement will not be disclosed except:

  • With client authorization
  • As required by law
  • As required by professional standards or regulatory obligations
  • To trusted service providers assisting us in delivering services under appropriate confidentiality safeguards

Client Portals and Secure Technology

To improve convenience and security, we may use secure electronic systems and cloud-based technologies for:

  • Document collection and exchange
  • Electronic signatures
  • Client communication
  • Tax return delivery
  • Engagement management
  • Accounting and bookkeeping services

Clients should avoid transmitting sensitive financial information through unsecured email whenever possible.

Cookies and Website Analytics

Our website uses cookies and similar technologies to improve user experience, understand website usage, and enhance website performance.

Cookies do not generally identify individuals directly but may collect information regarding browsing behaviour.

You may adjust your browser settings to disable cookies; however, some website features may not function properly as a result.

Marketing Communications

If you subscribe to our newsletter, educational updates, or other communications, we may use your contact information to provide:

  • Tax updates
  • Financial planning insights
  • Retirement planning information
  • Legislative developments
  • Firm news and educational resources

You may unsubscribe from marketing communications at any time using the unsubscribe link provided in our emails or by contacting us directly.

SMS Communications

If you choose to opt in to receive text messages from Lauranne E. Rauk Professional Corporation, we may send you SMS messages related to:

  • Appointment reminders
  • Client service updates
  • Document requests
  • Tax filing deadlines and reminders
  • Account notifications
  • Other information related to the services you have requested

Message frequency may vary based on your relationship with our firm and the services being provided.

Message and data rates may apply according to your mobile carrier’s plan.

You may opt out of receiving SMS messages at any time by replying STOP to any message.

Mobile Information Privacy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data, consent records, and related personal information will not be shared, sold, rented, or disclosed to any third parties for their marketing purposes.

We use your mobile phone number solely for the purposes for which you have provided consent. Your mobile number and SMS consent information will be used only to send communications you have agreed to receive and to provide services requested by you.

We may share information with service providers who assist us in delivering SMS communications on our behalf; however, such providers are contractually obligated to protect your information and may not use it for their own marketing purposes.

Disclosure of Information

We do not sell personal information.

We may disclose personal information to:

  • Employees and contractors who require access to perform their duties
  • Technology providers supporting our operations
  • Professional advisors and insurers
  • Regulatory authorities
  • Government agencies where required by law
  • Courts, law enforcement, or other legal authorities when legally obligated

All disclosures are limited to what is reasonably necessary for the intended purpose.

Cross-Border Processing

Certain technology providers may store or process information outside Canada.

When information is transferred outside Canada, it may be subject to the laws of the foreign jurisdiction where it is stored or processed.

We take reasonable steps to ensure service providers maintain safeguards consistent with Canadian privacy standards.

Information Security

We employ administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or loss.

These safeguards may include:

  • Secure client portals
  • Encryption technologies
  • Multi-factor authentication
  • Access controls
  • Secure backup systems
  • Employee confidentiality obligations
  • Ongoing monitoring and security practices

While no system can guarantee absolute security, we take reasonable measures appropriate to the sensitivity of the information we handle.

Retention of Information

We retain personal information only as long as necessary to:

  • Deliver services
  • Meet professional obligations
  • Comply with legal and regulatory requirements
  • Resolve disputes
  • Maintain appropriate business records

Tax and engagement records may be retained for periods required by professional standards, regulatory requirements, and applicable law.

When information is no longer required, it is securely destroyed, anonymized, or deleted.

Your Privacy Rights

Subject to applicable law, you may request:

  • Access to personal information we hold about you
  • Correction of inaccurate or incomplete information
  • Information regarding how your personal information has been used
  • Withdrawal of consent where permitted by law

Requests may require verification of identity before information is released.

Third-Party Websites

Our website may contain links to third-party websites or resources.

We are not responsible for the privacy practices, content, or security of third-party websites and encourage visitors to review their privacy policies.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or services.

The updated version will be posted on our website with the revised effective date.

Contact Our Privacy Officer

Questions, concerns, or requests regarding this Privacy Policy may be directed to:

Privacy Officer
Lauranne E. Rauk Professional Corporation
1700 Varsity Estates Drive NW
Calgary, AB T3B 2W9
Email: info@laurierauk.ca
Telephone: 403-202-3147

We will respond to privacy-related inquiries within a reasonable timeframe and in accordance with applicable privacy legislation.