Privacy & External Communications Policy


‍Stein & Mortel is committed to protecting the privacy and confidentiality of personal information entrusted to us. All external communications and data practices are conducted in accordance with applicable Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA), Québec’s Act Respecting the Protection of Personal Information in the Private Sector (Law 25), and Canada’s Anti-Spam Legislation (CASL).We collect, use, and disclose personal information responsibly and only for purposes that a reasonable person would consider appropriate in the context of a professional advisory relationship.Why We Collect Personal InformationStein & Mortel collects personal information to support the delivery of advisory services and to maintain professional relationships with clients, prospective clients, and partners.Personal information is collected only with knowledge and consent, and is disclosed externally only when necessary and on a confidential basis, and solely for the purpose for which it was collected.Purposes for CollectionStein & Mortel may collect personal information for the following purposes:1. Professional Advisory ServicesTo establish, manage, and maintain professional relationships, including responding to inquiries, providing advisory services, preparing proposals, and administering engagements.2. Business CommunicationsTo communicate with individuals regarding our services, insights, events, or updates that may be relevant to their interests, in compliance with CASL. Individuals may opt out of such communications at any time.3. Operational and Administrative PurposesTo administer our business operations, including scheduling, billing, record-keeping, website analytics, and improving our services and digital platforms.4. Legal and Regulatory ComplianceTo meet applicable legal, regulatory, and professional obligations, including responding to lawful requests and maintaining required records.Information Sharing and ConfidentialityPersonal information is not sold or shared for marketing purposes. Information may be shared with trusted service providers (such as website hosting, analytics, or communication tools) strictly as required to operate our business, and subject to appropriate confidentiality safeguards.Access, Correction, and RetentionIndividuals may request access to, correction of, or deletion of their personal information, subject to legal and contractual limitations. Personal information is retained only for as long as necessary to fulfill its intended purpose or as required by law.Contact InformationFor questions, concerns, or requests regarding this Privacy & External Communications Policy, please contact:Stein & Mortel
Email: info@steinandmortel.com



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