PRIVACY POLICY

Last updated: February 10, 2026

1. Introduction

Experts Financiers et Auditeurs inc., operating under the brand name FinExpert (“FinExpert”, “we”, “our”, “us”), is committed to protecting the privacy and personal information of individuals who visit our website, submit forms, book appointments, or use our services.

This Privacy Policy explains how we collect, use, disclose, and safeguard personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial legislation.

2. Information We Collect

We may collect personal information including, but not limited to:

Full name
Email address
Phone number
Appointment and booking details
Business, accounting, or financial information voluntarily provided
Information submitted through contact forms, booking forms, SMS opt-in forms, or consultations

We collect only the information necessary to provide our services, communicate with you, or comply with legal and regulatory obligations.

3. How We Use Your Information

Personal information may be used to:

Respond to inquiries and service requests
Provide accounting, tax, bookkeeping, incorporation, and administrative services
Schedule, confirm, and manage appointments
Send service-related communications, including email and SMS notifications
Improve our website, services, and customer experience
Comply with legal, regulatory, or professional requirements

We do not sell, rent, or trade personal information.

4. SMS Communications & Opt-In Consent

By submitting your phone number through our website forms, booking systems, or other opt-in methods, you expressly consent to receive SMS messages from Experts Financiers et Auditeurs inc., including:

Appointment confirmations
Appointment reminders
Follow-ups related to scheduled services
Administrative and service-related notifications
Promotional or informational messages, when consented to

Message frequency may vary. Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP. For assistance, you may reply HELP or contact us directly.

5. Mobile Information Sharing Statement

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

Mobile information, including phone numbers, will only be used for the purposes described in this Privacy Policy and to deliver communications explicitly consented to by the user.

6. Disclosure of Information

We may disclose personal information only in the following circumstances:

When required by law, regulation, or government authority
To trusted service providers or technology platforms assisting us in operating our website, booking systems, CRM, or communication tools, under strict confidentiality obligations

All third parties are required to protect personal information and use it solely for authorized purposes.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information against loss, theft, unauthorized access, disclosure, or misuse.

However, no method of electronic transmission or storage is completely secure, and absolute security cannot be guaranteed.

8. Data Retention

Personal information is retained only for as long as necessary to fulfill the purposes for which it was collected, or as required by applicable legal, regulatory, or professional obligations.

9. Cookies and Tracking Technologies

Our website may use cookies or similar tracking technologies to enhance user experience, analyze website traffic, and improve functionality.

You may disable cookies through your browser settings; however, certain features of the website may not function properly as a result.

10. User Rights: Access and Correction

You have the right to request access to your personal information, request corrections, or withdraw consent (where applicable), subject to legal or contractual restrictions.

Requests may be made by contacting us using the information below.

11. Third-Party Links

Our website may contain links to third-party websites. FinExpert is not responsible for the privacy practices, policies, or content of external websites.

12. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Updates will be posted on this page with a revised “Last updated” date. Continued use of the website constitutes acceptance of the updated policy.

13. Contact Information

Experts Financiers et Auditeurs inc. (FinExpert)

📍 31-10124 Place Meilleur, Montréal (Québec) H3L 3K5, Canada

📧 info@finexpert.ca

📞 +1 514-863-9390

NEQ : 1179580536