Privacy Policy

GlobTaxPlan – globtaxplan.com Effective date: November 10, 2025

1. Who We Are

This Privacy Policy explains how GlobTaxPlan (“GlobTaxPlan”, “we”, “us”, “our”) collects, uses and protects personal information in connection with our website and services.

Business name: GlobTaxPlan
Business Number: 159783660
Address: 350 Sparks St. Suite 605, Ottawa, ON K1R 0C7, Canada
Email: support@globtaxplan.com
Phone: +1 613 680 7608

By using our website or engaging our services, you agree to this Privacy Policy.

2. Personal Information We Collect

We may collect the following categories of personal information:

  • Contact details – name, email address, phone number, mailing address.

  • Identification and profile information – job title, company name, country of residence, basic background information you choose to share.

  • Tax and financial information – information about your income, assets, liabilities, residency, corporate structures and other details necessary to provide international tax and compliance services.

  • Communication data – information included in emails, forms, calls, and other communications with us.

  • Website usage data – technical data such as IP address, browser type, device information, pages visited and time spent on the site, collected using cookies and similar technologies.

We generally collect this information directly from you, and in some cases from your professional advisors, corporate entities you are connected with, or publicly available sources where appropriate and lawful.

3. How We Use Personal Information

We use personal information for the following purposes:

  • To provide our services, including tax planning, cross-border advisory and compliance support.

  • To communicate with you about your inquiries, engagements, deliverables and updates.

  • To analyze and improve our website, services and client experience.

  • To maintain records for business, accounting, tax and regulatory purposes.

  • To comply with legal and regulatory obligations, including Canadian tax, corporate and privacy laws.

  • To protect our rights, security and operations, including fraud prevention and risk management.

We only collect and use personal information that is reasonably necessary for these purposes.

4. Legal Bases (Canada)

We rely on one or more of the following legal bases (depending on the context):

  • Your consent – for example, when you voluntarily submit information or agree to specific uses.

  • Performance of a contract – where processing is needed to deliver services you requested.

  • Legal obligations – where we must collect, use or retain data under tax, corporate or other laws.

  • Legitimate business interests – such as improving services, managing risk and protecting our operations, provided these interests are balanced with your privacy rights.

You may withdraw your consent at any time, where consent is the legal basis, subject to legal or contractual restrictions and reasonable notice.

5. Sharing of Personal Information

We may share personal information in limited situations:

  • Service providers – trusted third parties who support our operations (such as IT and hosting, secure document storage, communication tools, or professional support services).

  • Professional advisors – accountants, lawyers, or tax professionals involved in your file, where you have authorized such coordination.

  • Authorities and regulators – including tax and regulatory authorities, if required by law, legal process, or to protect our rights or the rights of others.

  • Business transfers – in connection with a merger, reorganization, sale of business or similar transaction, subject to appropriate safeguards.

We do not sell personal information.

6. International Transfers

Because cross-border tax services often involve multiple jurisdictions, your personal information may be transferred to or accessed from other provinces or countries. Where this occurs, we take reasonable steps to ensure that an appropriate level of protection is in place, in line with applicable laws.

7. Data Security

We implement reasonable physical, technical and organizational measures to help protect personal information against loss, theft, unauthorized access, use, modification or disclosure.

However, no system or transmission over the internet is completely secure. We cannot guarantee absolute security, but we take privacy and data protection seriously and work to reduce risks to a reasonable level.

8. Data Retention

We retain personal information only for as long as necessary to:

  • Provide services;

  • Comply with legal, regulatory, and professional obligations;

  • Resolve disputes and enforce our agreements; and

  • Maintain appropriate business and tax records.

Retention periods may vary depending on the nature of the information and the requirements of tax and professional regulations.

9. Your Rights

Subject to applicable law, you may have the right to:

  • Access your personal information and receive confirmation of whether we hold it.

  • Correct inaccurate, incomplete or outdated information.

  • Withdraw consent where processing is based on consent, subject to legal or contractual limits.

  • Ask questions or raise concerns about how we handle your information.

To exercise your rights or request more information, contact us at:

You may also have the right to lodge a complaint with the Office of the Privacy Commissioner of Canada or your provincial privacy regulator, as applicable.

10. Children’s Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe a child has provided personal information to us, please contact us so we can delete it where appropriate.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in law, technology or our practices. When we do, we will update the “Effective date” at the top of this page.

Your continued use of our website or services after any changes means you accept the revised policy.

12. Contact Us

For any questions about this Privacy Policy or our privacy practices, please contact:

GlobTaxPlan – Privacy Officer
350 Sparks St. Suite 605
Ottawa, ON K1R 0C7 Canada

Email: support@globtaxplan.com Phone: +1 613 680 7608

Cookie Policy

GlobTaxPlan – globtaxplan.com Effective date: November 10, 2025

1. What Are Cookies?

Cookies are small text files that are stored on your device when you visit a website. They help the site recognize your device and remember certain information about your visit.

We use cookies and similar technologies to improve your experience and to understand how our website is used.

2. Types of Cookies We Use

We may use the following types of cookies:

  • Strictly necessary cookies Required for the website to function correctly and securely (for example, to load pages or manage basic features).

  • Performance and analytics cookies Help us understand how visitors use our site, which pages are most popular and how we can improve usability.

  • Functionality cookies Allow the website to remember your preferences (such as language choices) to provide a more personalized experience.

We currently focus on essential and basic analytics cookies, and we do not use cookies for aggressive advertising purposes.

3. How We Use Cookies

We use cookies to:

  • Operate and secure the website;

  • Measure and improve performance and content relevance;

  • Remember some of your settings or preferences for future visits.

The information collected is generally aggregated and does not directly identify you, but some cookies may collect data that could be considered personal information when combined with other details. In such cases, our Privacy Policy applies.

4. Managing Cookies

You can control and manage cookies in several ways:

  • Adjust your browser settings to block or delete cookies;

  • Set your browser to notify you before a cookie is stored;

  • Remove cookies that have already been placed on your device.

Please note:

  • If you disable or refuse cookies, some parts of the website may not function properly or may be less responsive.

  • Your cookie settings are device- and browser-specific, so you may need to update them for each device and browser you use.

5. Changes to This Cookie Policy

We may update this Cookie Policy from time to time to reflect changes in our website or legal requirements. Any updates will be reflected in the “Effective date” above.

For questions about our use of cookies, you can contact us at support@globtaxplan.com.

PIPEDA Compliance Statement

GlobTaxPlan – globtaxplan.com Effective date: November 10, 2025

1. Our Commitment

GlobTaxPlan is committed to protecting personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws.

We handle personal information in a manner that respects the dignity and privacy of our clients, prospective clients and website users.

2. Application of PIPEDA

PIPEDA applies to GlobTaxPlan as a private sector organization engaged in commercial activities in Canada. This statement summarizes how we apply PIPEDA’s key principles in our business.

3. Fair Information Principles

We follow the ten fair information principles under PIPEDA:

  1. Accountability We are responsible for personal information in our possession or control and have designated a Privacy Officer to oversee compliance.

  2. Identifying Purposes We identify the purposes for collecting personal information at or before the time of collection, such as providing tax and advisory services, managing client relationships and complying with legal obligations.

  3. Consent We obtain meaningful consent for the collection, use and disclosure of personal information, except where PIPEDA or other laws permit or require otherwise.

  4. Limiting Collection We only collect information that is necessary for the identified purposes and do so by fair and lawful means.

  5. Limiting Use, Disclosure and Retention We use and disclose personal information only for the purposes for which it was collected, unless we obtain further consent or the law requires or allows otherwise. We retain personal information only as long as necessary for those purposes and for compliance with legal and professional obligations.

  6. Accuracy We take reasonable steps to keep personal information accurate, complete and up to date as needed for its intended use.

  7. Safeguards We protect personal information with appropriate physical, organizational and technological safeguards, based on the sensitivity of the information.

  8. Openness We make information about our privacy practices readily available, including through this PIPEDA Compliance Statement and our Privacy Policy.

  9. Individual Access Upon written request and subject to legal limitations, individuals may access personal information we hold about them and request corrections if it is inaccurate or incomplete.

  10. Challenging Compliance Individuals may address concerns or complaints about our privacy practices to our Privacy Officer. We will investigate and respond, and if you are not satisfied, you may have the right to contact the Office of the Privacy Commissioner of Canada or a relevant provincial authority.

4. How to Exercise Your Rights or Contact Us

To access your personal information, request a correction, withdraw consent where applicable, or raise a concern about our privacy practices under PIPEDA, please contact:

Privacy Officer – GlobTaxPlan
350 Sparks St. Suite 605
Ottawa, ON K1R 0C7 Canada

Email: support@globtaxplan.com Phone: +1 613 680 7608

Please include sufficient detail in your request so we can identify you and the information in question. We may need to verify your identity before responding.

5. Updates to This PIPEDA Statement

We may update this PIPEDA Compliance Statement from time to time to reflect changes in our practices or legal requirements. The effective date at the top will show when it was last revised.