LLS Financial Services Inc

Privacy Policy

At LLS Financial Services Inc., our commitment to our clients is foremost. This includes the privacy and confidentiality of personal and business information that is entrusted to us in the course of rendering service to our clients. We will respect and protect this privacy throughout our engagements.

In this privacy policy, we will explain our reasons why we collect personal information, how we handle it, and your rights related to its collection and use.

We collect and use personal information generally to provide services to our clients and for the following purposes:

  1. For the preparation of your tax returns and other returns as required by various governmental and other agencies
  2. To advise you on personal financial planning, business and succession planning, valuation and other business and personal advisory services
  3. To assist in the compilation of your financial statements
  4. To understand your needs and determine the suitability of other services we may be able to offer to you.

Each and every one of our employees and contractors is responsible for maintaining the confidentiality and security of all personal and business information to which they have access. Our employees are trained to know and respect our privacy policy, and compliance with our policies and procedures for protecting personal information is a condition of their employment.

We will protect your information from unauthorized access and use with appropriate safeguards and security measures. We keep your information as long as needed, or as long as required by law. After that, it is destroyed, erased, or made anonymous.

We will use appropriate technologies, and maintain high security standards to ensure the protection of your information. While we do employ up to date technology to protect your personal information when it is transmitted electronically, you should be aware that no electronic transmission can be guaranteed to be completely secure.

We understand that, in the course of delivering our services, you may disclose to us personal information that you have collected regarding your employees, customers and other parties. We assure and commit to you that this information will be kept private and confidential and will not be released to any third party (other than as may be required by law) unless we first obtain your consent.

It is up to you whether we can use your information. You generally give us your consent when you request our programs or services. You have the power to withdraw your consent at any time. Such refusal or withdrawal may prohibit or adversely affect the completion of our personal engagement. We will advise you if that is the case.

You may update and request your information. Although we take care to keep your information accurate and up-to-date, please inform us if we need to make changes; in fact, it is in your best interest to do so.

Our privacy policy will be reviewed from time to time to ensure that we are providing you with the highest degree of protection with the delivery of our services. Any changes will be posted on our web site.