Last updated: September 29, 2026
Morrison, Dom & Associates Ltd., carrying on business as Morrison Dom & Associates (“we”, “us” or “our”), is committed to protecting the personal information of our clients, website visitors and others we deal with. We handle personal information in accordance with British Columbia’s Personal Information Protection Act (“PIPA”) and the confidentiality requirements of the Chartered Professional Accountants of British Columbia (“CPABC”) Code of Professional Conduct.
This policy explains what personal information we collect, why we collect it, how we use and protect it, and how you can contact us about it.
Information we collect
When you become a client, we collect the information we need to provide our services. Depending on the work, this may include:
- Names, addresses, phone numbers and email addresses
- Social insurance numbers, dates of birth and family information needed for tax filings
- Financial information, such as income, investments, tax slips, receipts, bank and accounting records, and payroll information
- Correspondence and notices from the Canada Revenue Agency (“CRA”), the BC Ministry of Finance, WorkSafeBC and other government bodies
- Wills, trust deeds and other estate documents, when we act for a trust or estate
- Identification information we are required to collect and verify under CPABC’s client identification rules
We collect this information directly from you whenever possible, or from others (such as the CRA or your bank) with your permission.
How we use your information
We use personal information only for the purposes for which it was collected, including to:
- Prepare and file tax returns, financial statements, payroll and other filings on your behalf
- Provide accounting, bookkeeping, tax planning and business advice
- Communicate with you about your file, deadlines and our services
- Meet our legal, regulatory and professional obligations
We do not sell, rent or trade personal information, and we do not use it for marketing by other organizations.
Consent
We collect, use and disclose personal information with your consent, except where PIPA or other laws permit or require otherwise. By engaging us, you consent to the collection, use and disclosure of your information for the purposes described in this policy and in our engagement letter. You may withdraw your consent at any time with reasonable notice, subject to legal or contractual restrictions. We will explain how withdrawing consent may affect our ability to provide services.
When we share information
We share personal information only as needed to provide our services, or as required or authorized by law. For example, we may share information with:
- Government bodies such as the CRA, the BC Ministry of Finance and WorkSafeBC, when filing or corresponding on your behalf
- People you have authorized us to deal with, such as your lawyer, banker or financial advisor
- Service providers who support our practice, such as tax and accounting software, secure file storage and IT support providers. They are required to keep your information confidential and protect it.
- CPABC, as part of its professional practice review and regulatory processes
Some of our service providers may store or process information outside of Canada, where it may be subject to the laws of that jurisdiction.
How we protect your information
We protect personal information with safeguards suited to its sensitivity. These include secure offices and file storage, password-protected and encrypted systems, restricted access for staff who need the information to do their jobs, and confidentiality obligations for everyone at the firm.
How long we keep your information
We keep personal information only as long as needed for the purposes described above, and as required by law and professional standards. When information is no longer needed, we destroy it securely or make it anonymous.
Our website
Our website does not use contact forms or advertising trackers. Like most websites, our web host automatically records basic technical information, such as your IP address and browser type, to keep the site secure and running properly. The map on our website is provided by Google, which may set its own cookies. Please see Google’s privacy policy for details. We are not responsible for the privacy practices of other websites we link to.
Please do not send sensitive information, such as social insurance numbers or tax documents, by regular email. Instead, upload them through our secure client portal, or contact us and we will arrange another secure option.
Access and correction
You may ask to see the personal information we hold about you, and ask us to correct it if it is inaccurate. Please send your request in writing to our Privacy Officer. We will respond within 30 business days, as required by PIPA. In some cases the law allows or requires us to withhold information, and if so, we will explain why.
Contact our Privacy Officer
If you have questions or concerns about this policy or how we handle your personal information, please contact:
Travis Taylor, CPA, CA, Privacy Officer
Morrison, Dom & Associates Ltd.
3741 Delbrook Avenue, North Vancouver, BC V7N 3Z4
info@morrisondom.com · (604) 983-9069
If you are not satisfied with our response, you may contact the Office of the Information and Privacy Commissioner for British Columbia at www.oipc.bc.ca.
Changes to this policy
We may update this policy from time to time. The current version will always be posted on this page.