Privacy Policy

RSM Canada LLP is the Canadian member firm of RSM International, a global network of independent audit, tax, and consulting firms who collaborate to provide services to global clients, but are separate and distinct legal entities.

RSM Canada LLP, RSM Consulting LP and/or their Canadian affiliates (collectively, “RSM Canada”) are committed to protecting the personal information that we collect, use, disclose, and otherwise manage in connection with the website and in the course of providing our audit, tax, consulting, and other professional services.

As practicing accountants, RSM Canada LLP and its personnel have professional and ethical obligations to maintain information received in connection with our client relationships in confidence. This Privacy Policy supplements our professional obligations of client confidentiality and sets out a description of how we collect, use, disclose and protect the personal information of our clients, other individuals and our website users.

Information We Collect and How We Use It

The types of information we may collect include business information, personal information about you (such as your name, address, telephone number, email address, billing and account information, financial information, personal identification numbers including your social insurance number, and other information incidental to the provision of professional services to you), or such personal information about other individuals (such as directors, officers and employees of a client or other party, beneficiaries, family members, shareholders, security-holders, investors, potential investors or buyers, business partners, targets, competitors or customers of clients, or other parties who are individuals).

Professional Services

We collect and use personal information for the primary purpose of providing our clients with audit, tax, consulting, and other related professional services, including for the following purposes:

  • to establish and manage client relationships, perform our services, and fulfil any legal duties in connection therewith;
  • to assist us in providing services pertaining to the preparation of your financial statements;
  • for the preparation of your taxation and other returns as required for various governmental and other regulatory purposes;
  • to advise you on personal financial planning, business and succession planning, valuation and other business and personal advisory services;
  • to establish and maintain commercial relationships with clients, suppliers and other third parties, including to issue invoices, administer accounts, collect and process payments, evaluate credit standing, and to fulfil contractual obligations;
  • to maintain, develop and manage our document management, knowledge-management and precedent systems and databases; and
  • to understand your needs and determine the suitability of other services we may be able to offer to you.

When you provide us with the personal information of other individuals in the course of our provision of professional services to you, we are relying on you to have obtained – and to maintain – the requisite authority under applicable privacy laws for the disclosure of such personal information to us, and our subsequent collection, use and disclosure of such personal information, including obtaining appropriate consent from such individuals.

Publications, Events, Surveys, and Other Communications

In order to provide you with publications, information or requested services, or to participate in firm events, we may collect and use personal information you voluntarily submit to us (such as your name, mailing address, company name, business telephone number and email address) through our website or to RSM Canada firm members for such purposes as subscribing to or downloading publications and other informational resources, participating in surveys or other client research, or participating in an event.

We use the personal information you provide for the purposes for which you have provided it, to better understand the needs and interests of our clients, and to evaluate client service and satisfaction.

We may also send e-mail communications to subscribers or other individuals in our contact database to advise of developments in accounting, tax, consulting and other matters relevant to you, your business or your industry, distribute publications, provide you with information about products and services we believe may be of interest to you, or to advise you of upcoming events. Each e-mail includes an opt-out feature and instructions on how to unsubscribe if you do not wish to receive future e-mails from RSM Canada for these purposes. To manage your email preferences, including your newsletter and other RSM Canada subscriptions, please click here

Join Our Team

You can submit your resume, cover letter, and other employment-related information or materials online to apply for a job with us. We use the information you submit to evaluate your qualifications and to contact you regarding current and future employment opportunities.

Contacting Us

Our site permits you to reach out to us via our Contact Us forms. If you wish to use this form to contact us with a comment, inquiry, or complaint, we ask you to provide certain information about yourself such as your name, email address and business contact information. We use this information to respond to your comment, inquiry or complaint. We may also retain this information to assist you in the future and to improve our product and service offerings.

Information We Share and Disclose

We do not sell, rent, trade, disclose or otherwise transfer your personal information, without your consent, except as described in this Privacy Policy.

Service Providers

We may share (or otherwise make available) personal information with our service providers (including affiliates of RSM Canada) that we retain to perform services on our behalf. For example, we use services providers to provide services such as hosting this site and operating certain of its features, document and data storage and management, software support and office services, and sending email or other communications. Your personal information may be maintained on servers in the US, and processed by our affiliates and other third party service providers in the US or other jurisdictions. These service providers are not authorized by us to use or disclose personal information except as necessary to perform services on our behalf or to comply with legal requirements.


RSM Canada, our affiliates and our Canadian, US, and other foreign service providers may disclose your personal information (which may include disclosure to US or other courts, law enforcement authorities, other government officials or other organizations in accordance with the laws of those jurisdictions) (i) in response to a search warrant or other legally valid inquiry or order; (ii) to investigate the breach of an agreement or contravention of law, or otherwise to establish, exercise or defend a legal claim, including to enforce our site’s Terms of Use; (iii) to detect or suppress fraud; (iii) to investigate or prevent actual or suspected loss or harm to persons or property, including to protect the integrity or security of the site or the interests, rights or property of RSM Canada; and (iv) as otherwise required or permitted by applicable Canadian, US, or other law.

RSM Canada may also disclose or otherwise transfer your personal information to governmental and regulatory authorities in the course of providing services to you (such as the preparation of taxation and other returns), and to other member firms in the RSM International network where necessary for the purposes of providing services to global clients.

Business Transfer

Personal information may be provided to third parties in connection with a proposed or completed acquisition or sale (including transfers made as part of insolvency or bankruptcy proceedings) involving all or part of RSM Canada, or as part of a corporate reorganization or share sale or other change in corporate control.

Cookies and Additional Information About the Website

Tracking Activity on Our Website

In general, you can visit the website without telling us who you are or submitting any personal information. However, we and/or our service providers collect IP (Internet protocol) addresses from all visitors to the website and other related information such as page requests, browser type, operating system and average time spent on our website. This information is used to help us understand our website activity, and to monitor and improve the website.

Our website uses a technology called “cookies.” Cookies are small strings of text that are sent by the site to your browser and then stored by your browser on your computer’s hard drive.  Information collected via cookies will be used solely for statistical reporting, unless you are a repeat visitor to or otherwise provide personal information through our website (such as on a contact form), in which case a code in the cookie file may enable the site to label you as a particular user so that we may personalize and enhance your experience on our site.  Most web browsers automatically accept cookies, but it is possible for you to change your browser setup so that it does not accept cookies.  However, rejecting cookies may prevent you from taking advantage of certain portions of our site.

We also use a tracking service that allows us to determine if a visitor accessed our website from a third-party advertisement service. This information is only a transaction count and does not contain any information that could identify an individual user.

Except as expressly set forth in this Privacy Policy, we do not engage in the collection of personally identifiable information about your online activities over time and across third-party websites or online services. Accordingly, we do not currently process or comply with any Web browser’s “do not track” signal or other mechanisms that provide consumers with the ability to exercise choice regarding the collection of personally identifiable information about your online activities over time and across third-party websites. Further, except as expressly set forth in this Privacy Policy, we have not knowingly authorized any third parties to collect personally identifiable information about your online activities over time and across different websites when you use the site.

Nonetheless, such third-party companies (e.g., companies providing features or functionality on the site, etc.) may collect and use non-personal information during your visits to our site and other websites in order to provide advertisements on other sites about goods and services likely to be of greater interest to you. These companies typically use a cookie or a third-party Web beacon to collect such information.

Links to Other Sites

On occasion, we provide links to other websites for your convenience and information, including social media websites. These sites operate independently from and are not under our control, and the links we may provide to such sites are not intended as an endorsement of or referral to the linked websites. These sites may have their own privacy notices in place, which we strongly suggest you review if you visit any linked websites. We are not responsible for the privacy practices or policies of such third parties, the treatment of your personal information on such sites, the content of these sites, any products or services that may be offered through these sites, or any other use of these sites.


We have implemented reasonable administrative, technical and physical measures to safeguard the personal information in our custody and control against theft, loss and unauthorized access, use, modification, disclosure and destruction. We restrict access to your personal information on a need-to-know basis to our agents, employees and authorized service providers who require access to fulfil their job requirements.

We have personal information retention processes designed to retain personal information of our clients for no longer than necessary for the purposes stated above or to otherwise meet legal and professional requirements, including requirements to retain records of the work performed and services provided by us.

Updates to this Privacy Policy

We may update or change this Privacy Policy from time to time to reflect changes to our personal information practices. We will post a  notice on this site to notify you of any material changes to our Privacy Policy and indicate when it was most recently updated.

How to Access or Update Your Personal Information or Contact Us

You have the right to access, update, and correct inaccuracies in your personal information in our custody and control, subject to certain exceptions prescribed by law. We rely on you to ensure the personal information we have on file for you is accurate, complete and up-to-date, and clients may review and update the personal information we have on file in our records by contacting the RSM Canada firm member responsible for their file. For individuals who are not clients who wish to request access to their personal information, and for individuals who otherwise wish to be removed from contact lists, unsubscribe from RSM Canada communications, or have any questions about our information practices, please contact us by:

Calling us at: +1 855-420-8473
Writing us at: 11 King St. W. Suite 700, Toronto, Ontario M5H 4C7
Emailing us at:

Updated December 1, 2017

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