Cedar Group
LEGAL

Privacy Policy

The Cedar Consulting Group Inc. has developed this website (the “Website”) as an electronic resource with information about our services and the services of our affiliated entities: Sankalp Jaggi Professional Corporation, Hasan Naqvi Law Professional Corporation, VMak Valuation Inc., and Sandy Saini Professional Corporation (collectively referred to as “The Cedar Group”), and other information, resources, and tools in the fields of tax, law, and valuation.

We are committed to providing our visitors with a Website that respects their privacy. This page summarizes the privacy practices at our Website. We reserve the right to change this Privacy Policy at any time.

Before using this Website or submitting your personal information to us, please read this Privacy Policy carefully. By using our Website, you signify your consent to the collection, use and disclosure of your personal information in accordance with this Policy.

What Information We Collect

Information You Provide

We receive and store any information you enter on our Website or give us in any other way. This includes information that can identify you (“Personal Information”) including your name, phone number, email address, and any details you provide when booking a consultation or submitting a contact form.

Information Automatically Collected

Like many websites, ours automatically collects certain non-identifying information regarding website users, such as the Internet Protocol (IP) address of your computer, the date and time you access pages, the Internet address of the website from which you linked to ours, the operating system you are using, and pages you visit. This non-identifying information is used for website administration purposes and to improve the Website.

Cookies and Analytics

Our Website uses cookies — a technology that installs information on your computer to permit the website to recognize future visits. We also use analytics services (currently Google Analytics) to understand how visitors interact with the Website. You may choose to decline cookies if your browser permits, but doing so may affect your use of our Website.

How We Use Your Information

When you contact us through our Website or book a consultation, we collect and use the Personal Information you voluntarily provide for the following purposes:

  • To respond to your requests for information and services
  • To schedule and manage consultation appointments
  • To deliver requested services and answer your enquiries
  • To develop and maintain our relationship with you and communicate with you
  • To invoice and collect payment for professional services
  • To provide you with information about our services and content (such as podcast episodes, articles, and newsletters) when requested
  • To meet any legal or regulatory requirements

At any time, you may ask us to stop sending you communications by contacting us at contact@cedargroup.ca.

Third-Party Services and Data Processors

We use third-party services to operate this Website and deliver our services. These include:

  • Vercel — Website hosting and delivery
  • Sanity — Content management system for website content
  • Microsoft (Microsoft Teams / Microsoft Graph) — Scheduling and video calls for consultations
  • Resend — Transactional email delivery (booking confirmations and notifications)
  • Loops — Mailing list and CRM for marketing communications
  • Google Analytics — Website usage analytics
  • Dropbox — Secure file storage

These third-party vendors have access to information only as needed to perform their functions and are not permitted to share or use the information for any other purposes. Each operates under its own privacy policy and terms of service.

With Whom We Share Your Personal Information

As a general rule, the personal information we collect from those who use our Website is held in strict confidence and is not disclosed to third parties without your consent, except in limited circumstances as permitted or required by law.

With your consent, your personal information may be shared between The Cedar Consulting Group Inc., Sankalp Jaggi Professional Corporation, Hasan Naqvi Law Professional Corporation, VMak Valuation Inc., and Sandy Saini Professional Corporation for the purposes set out above.

Client Data Privacy

This section describes how The Cedar Consulting Group Inc. (1670 North Service Road E, Suite 210, Oakville, ON L6H 7G3 | (905) 582-0160) processes personal information of our clients.

What We Collect From Clients

We may collect and process the following categories of personal information:

  • Identification information — including your name, date of birth, social insurance number, and other government-issued identifiers as required for tax, legal, or valuation services
  • Business information — including names of your business entities, directors, shareholders, officers, financial statements, tax returns, and related information necessary for our services
  • Contact information — including your address, telephone number(s), and email address
  • Financial information — including bank account and payment details
  • Service information — including details about services you receive from us

Why We Process Client Information

  • To provide our tax, legal, valuation, and other client services
  • To comply with legal obligations (client due diligence, anti-money laundering, regulatory filings)
  • For marketing purposes — to provide you with updates, legal developments, and event invitations (you may unsubscribe at any time)
  • For research and business development purposes

Data Storage and Security

We store client data using secure cloud services, including Dropbox. These services provide encrypted storage and are designed to protect your information. We take the security of your data seriously and ensure that all information is stored in compliance with industry standards for encryption and protection.

Retention

We keep records of your personal information for no longer than is necessary for the purpose for which we obtained them and any other permitted linked purposes, including satisfying legal, regulatory, accounting, and reporting requirements.

Your Rights

Depending on your jurisdiction, you may have certain rights in relation to your personal information, including:

  • Access — You have a right to be provided with access to any personal information held about you
  • Rectification — You can ask us to correct inaccurate personal information
  • Erasure — You can ask us to erase personal information in certain circumstances
  • Withdrawal of consent — You can withdraw any consents to processing that you have given us
  • Portability — You can ask us to transmit personal information you have provided to a third party
  • Complaint — You can raise a complaint about our processing with the applicable data protection authority

Contact

If you have any questions about this Privacy Policy, please contact our Privacy Officer:

Privacy Officer
The Cedar Consulting Group Inc.
1670 North Service Road E, Suite 210
Oakville, ON L6H 7G3
contact@cedargroup.ca

Last updated: May 2025